Omniprix CRM for managing your brokerage, and Omniprix NIPR for standalone producer license lookup.
Everything you need to run your brokerage, in one platform.
Complete agent profiles with photos, e-signatures, calendar booking links. Hierarchy visualization and onboarding workflows.
Individual and business profiles, relationships, contact history, documents, tagging.
Full lifecycle from application to renewal. Status history and insured tracking.
CSV statement upload, auto-matching, multi-level splits, chargeback handling.
License tracking, appointment management, 30/60/90 day expiration alerts.
Built-in AI with 15 MCP tools. Natural language queries, plus extend with AI coding agents like Claude.
10 standard reports, saved configurations, charts, scheduled delivery, PDF/CSV export.
WYSIWYG rich text editor, merge fields, scheduling, delivery analytics dashboard with webhook tracking.
CSV import for agents, clients, policies. Background processing for large commission files with live progress tracking.
Admin, Manager, Agent, ReadOnly roles with role-based access control.
Complete audit logging on all write operations with before/after tracking.
Full API access with key authentication, rate limiting, and Scalar documentation.
Map any carrier's CSV format to your fields. Save mappings per carrier for instant processing.
Twilio and Telnyx integration for automated SMS alerts and agent notifications.
Scheduled database backups with AES-256 encryption, retention policies, and SFTP upload.
CSV list upload, campaign scheduler, two merge modes (DB-lookup and CSV fields), test emails, and branded HTML wrapper.
Add unlimited custom fields to agents, clients, policies, and carriers. Six field types with JSONB storage.
Commission processing is the hardest problem in insurance back-office. We solved it with flexible column mapping that works with any carrier.
Upload any carrier's CSV statement with flexible column mapping. Large files process in the background with live progress tracking.
Policy number matching with exact comparison.
Hierarchy-based commission splits with reusable templates.
Record and track chargebacks against original commissions.
Batch payment runs with status tracking and payment history.
Every match, split, and payment tracked with full audit trail.
Q1 2026 — National Life Group
Total
$184,230
Matched
$173,176
Pending
$11,054
| Policy # | Agent | Amount | Status |
|---|---|---|---|
| NL-2026-4891 | S. Mitchell | $3,240.00 | Matched |
| NL-2026-4892 | J. Rodriguez | $1,890.50 | Matched |
| NL-2026-4893 | E. Chen | $2,115.00 | Pending |
| NL-2026-4894 | M. Brown | $4,670.00 | Matched |
You:
What are the top producing agents this quarter?
AI:
Based on Q1 2026 data, here are your top 5 agents by premium volume:
1. Sarah Mitchell — $2.4M (Life & Health)
2. James Rodriguez — $1.8M (P&C)
3. Emily Chen — $1.2M (Life)
4. Michael Brown — $980K (Health)
5. Lisa Park — $870K (P&C)
Sarah Mitchell saw a 34% increase from last quarter. Shall I generate a detailed production report?
Built with 15 MCP tools that connect directly to your data. Ask questions in plain English and get instant answers — or use AI coding agents like Claude to build entirely new features on top of the platform.
Use Claude or any MCP-compatible AI coding agent to add features, fix bugs, and deploy updates. Your platform evolves as fast as you can describe what you need.
The platform ships with comprehensive markdown docs designed for LLM consumption. Claude reads the architecture, entity models, service patterns, and UI conventions automatically.
"Add a carrier commission rate comparison report" or "Create an agent birthday notification system" — the AI understands the domain and builds accordingly.
New entities, services, Razor Pages, and API endpoints — all created following the existing conventions. No spaghetti code. No architecture drift.
One command to build, one command to deploy. The AI agent handles the entire workflow from code to production.
Prerequisites: Git for version control and the .NET 10 SDK. That's it. No proprietary tooling, no vendor lock-in.
AI agents connect via the Model Context Protocol to read and act on your insurance data:
# Add a custom feature with one command
$ claude "Add SMS alerts when agent licenses
expire within 30 days"
Reading docs/DATABASE.md...
Reading docs/SERVICES.md...
Analyzing AgentLicense entity...
✓ Created LicenseExpirationSmsService.cs
✓ Registered in Program.cs
✓ Added background job schedule
✓ Build succeeded — 0 warnings
Your Data
Your Control
Insurancera is self-hosted on your infrastructure. No data leaves your network. No cloud vendor has access to your client information.
A lightweight, standalone tool for searching the National Insurance Producer Registry. Look up NPNs, search for producers, and pull full license profiles — all from a clean web interface.
Search by FEIN, state license number, full SSN, or SSN last 4 digits.
Search for individuals by name and NPN, or firms by company name and FEIN.
Demographics, state licenses, lines of authority, carrier appointments — all in one view.
Deploy on your infrastructure with your own NIPR credentials. No license fee required.
NPN: 12345678
Name
John A. Smith
Entity Type
Individual
State Licenses (4)
| State | License # | LOA | Status |
|---|---|---|---|
| CA | 0H84521 | Life & Health | Active |
| TX | 2461901 | P&C | Active |
| NY | LA-992847 | Life | Expiring |
| FL | W192834 | Health | Active |
Request a personalized demo of the CRM or get started with Omniprix NIPR.
