CRM KitsInsurance agencies
Every renewal seen coming.
An independent agency does not live on new business alone. It lives on the book it already has. Harbor puts the next ninety days of recorded renewal dates on one band, a household rail underneath it, and the policies, quotes and cross-sell reviews for the selected household beside them.
Ninety days, on one band.
Every marker is an entered renewal date placed by its distance from the selected agency date, with thin rules at day 30, 60 and 90. Emerald marks a recorded term due inside thirty days, gray marks the rest of the window, a hollow marker is a quote and red marks a recorded lapse. Records already past their renewal date sit in their own tray under the band.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Ninety-day renewal band with a household rail and policy card stack
- Household, policy and quote ledgers with line and status filters
- Cross-sell board separating the recorded review from the records on file
- Book insights drawn from recorded workspace data
- White canvas with a slate Harbor chrome bar and household rail, plus full CRM tools
four pipelines
- New business quote · 8 stages
- Renewal · 7 stages
- Cross-sell · 7 stages
- Claims follow-up · 7 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- Quote request intake task
- Carrier quote follow-up
- 90-day renewal review task
- 60-day renewal outreach task
- 30-day renewal confirmation task
- Lapse follow-up
- Cross-sell review note
- Claim check-in task
- Annual household review note
Inactive until you review and publish them. None send customer messages.
Sample workspace
Explore nine fictional households holding sixteen policy and quote records spread across the ninety-day band, with recorded touches, recorded cross-sell checklists, one recorded lapse and one recorded cancellation. Example edits stay in the current page memory and reset on navigation or reload; sample records are never inserted into your CRM.
No sample customers are added to your CRM.
Setup and source
- Guided setup and compatibility report
- Private rollback receipt
- AI-agent guide for customized installations
- Original editable source, configuration, and tests
How setup works
Full installation guideCheck your Seedly
Extract the kit and run the guided setup. It checks your installation and flags customized files before it changes anything.
Connect the helper
Deploy the included helper from your backend source, then build your web app and choose any starter pipelines and drafts.
Make it yours
Set company name, descriptor, and default pipeline name. Then sign in and check the workflows and permissions your team uses.
Technical details and compatibility
Seedly CRM 5.8.4 · extension API 1. Node.js 20 or newer. The installer checks supported integration-file versions and does not deploy your web app or backend. The included original Harbor helper is required for connected creation, editing and starter setup. It preserves native account permissions and unrelated custom fields, keeps the five recorded cross-sell lines and stable touch IDs, and checks the current record state before saving. Deploy it from your authoritative backend source before connected edits. Pipeline presets and workflow drafts remain optional.
One record is one policy or quote: a native contact-linked opportunity carrying the line of business, carrier label, policy or quote number reference, premium reference in integer minor units, effective and renewal dates, recorded status, household label, producer label, notes, a fixed five-line cross-sell checklist and recorded touches with stable IDs. Unrelated custom fields are preserved and stale record versions are rejected.
Every field is a staff entry. This is not an agency management system and not a comparative rater. It rates nothing, quotes nothing and binds nothing. There is no carrier integration: carrier names are typed labels, nothing is downloaded from a carrier and no policy data is imported. There is no application submission, no e-signature, no commission accounting, no premium billing and no payment. Nothing renews, lapses, cancels or reinstates on its own, and no reminder leaves the CRM. Recorded touches describe contact that already happened. The premium reference is a recorded number, separate from opportunity value. Nothing here is evidence of coverage or a compliance, licensing or errors-and-omissions record.
Four optional pipeline templates and nine inactive workflow drafts. Nine fictional in-memory households holding sixteen policy and quote records.
Calling, messaging, signing, payments, and external integrations depend on your Seedly installation, account permissions, plan, and configured providers. Screenshots use sample data and reference imagery. Hosting, installation, and ongoing maintenance are your responsibility.
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Questions
How do I receive the kit?
Purchase securely through Whop. Your original source ZIP and installation documentation are delivered manually to the email used at checkout. This is a one-time purchase of this kit; Seedly software, hosting, and installation services are separate.
Does this include Seedly CRM?
You obtain and configure Seedly separately. The kit adds original frontend screens, a shared theme, starter definitions, and integration instructions. It does not include Seedly’s codebase, license, hosting, or a separate CRM database.
Is this one connected workspace?
Harbor keeps its renewal navigation across the original agency views and the native CRM modules. Full CRM tools remain available within the same signed-in account and application theme. Contacts, Calendar, Estimates, Documents, and other full modules retain the functionality supplied by your own Seedly installation. Existing authored content and provider screens retain their own layouts.
Can I use it with existing customizations?
Yes, with a compatibility review. The installer checks the supported integration files. Changed integration files need a reviewed merge; the included AI-agent guide explains how to preserve custom extensions, permissions, providers, and routes.
Do I have to import all the starter content?
No. Choose individual pipelines and workflow drafts, use a compatible existing pipeline, or install none. Workflows remain inactive until reviewed and published. They use native triggers, internal tasks, optional notes, and timed waits. A wait does not verify task completion or recheck the current stage. The included drafts do not send customer messages.
Can I remove the examples and starter content?
Sample records stay in memory and never create customers in your CRM. Leave sample mode to return to your account. Starter setup lets you review removal of unused kit additions; server checks retain edited or published workflows and pipelines with live work or references. Removing the frontend does not delete account records.
Can different subaccounts use different kits?
The current design and branding apply to the whole web installation. Subaccounts still separate data and access. Use a separate web installation for another full-interface kit; running different kit designs by subaccount in one installation requires additional customization.
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