MyAgencyPath | Agency Operations

MyAgencyPath | Agency Operations

Web AppAgency OperationsWorkflow Automation

Overview

MyAgencyPath is a private web app in active development for insurance agency teams. It brings agent onboarding, licensing, training, recruiting and scheduling into one workspace, with scoped access, clear next actions and auditable workflow history.

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Highlights

Know Your Next Move

A connected workspace for insurance agency people, plans and next actions.

  • Agent records and onboarding profiles that can exist independently of login accounts.
  • Licensing exam scheduling, evidence review and verification history.
  • Trainer assignment, goals, recruiting and operational planning tools.
  • Native scheduling and business partner/contact planning.
  • Scoped workspace permissions, explicit sharing and auditable changes.

Project Stage

Active development. The hosted development workspace requires an authorized account, and feature availability depends on the current release. Broader launch and external delivery integrations remain in progress.

Built With

Next.js, React, TypeScript, Tailwind CSS and Supabase.

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