A complete contact picture
Conversations, tasks, appointments, and opportunities in a single interactive workspace.
A CONNECTED INSURANCE WORKSPACEEvery conversation.
Every conversation.
Every next step.
One clear view.
From a new inquiry to policy servicing, explore an agency workspace built to keep people and their next steps together.
Step into the workspace
Anyone can sign in and explore the navigation. An administrator must assign your role before data and demo tools are available.
Preparing secure sign-in…
Open your workspace →Only your Google name and email are used. No Gmail, Drive, or contacts access.WORKSPACE OVERVIEW● Demo environment
A good day starts
with a clear next step.
24New inquiries
08Appointments
12In progress
MC
Maya ChenFictional prospect · Final expense
Fact findJR
James RiveraFictional prospect · Quote review
Follow up✧ PRELOADED AI PREVIEW
“I’ve organized today’s follow-ups and prepared a sample response for your next conversation.”
Lead→Quote→Application→Servicing
Follow the whole journey
Explore lead routing, fact finding, sample multi-carrier quotes, electronic authorization, mock pre-checks, applications, and servicing.
Real interactions. Fictional data.
Try preloaded conversations and deterministic AI responses. No calls, texts, carrier submissions, or underwriting decisions are made.
Agency Harbor Desk is developed and operated by Derrick Frye, an individual sole proprietor. It is not an LLC, insurance agency, or an offer of coverage. Quotes, policies, authorizations, people, AI replies, and decisions are simulated. Do not enter real applicant, health, payment, or other sensitive information.
A separate, optional owner-only demo SMS test program is being prepared for carrier review. It does not enroll website visitors or enable customer outreach. Sending remains disabled pending approval and sending safeguards.
Privacy
Updated September 25, 2026. Agency Harbor Desk uses Google sign-in to verify your identity. Your Google account identifier, name, email, assigned role, and registration/login dates are retained while your account exists so administrators can approve access. New accounts have navigation-only access: no CRM data or tools are loaded. Role changes are audited. Contact us to request account removal.
Session identifiers are stored as hashes, expire after eight hours, and are removed on logout or daily cleanup after expiry. Temporary sign-in nonces expire after ten minutes. Google passwords and Google access tokens are not stored. Approved demo users' fictional insurance workflow changes stay in the browser; some other demo changes reset on refresh. They are not uploaded to a CRM database. Do not enter real applicant information.
The service is hosted by Cloudflare; Cloudflare and Google process network and authentication information under their own privacy policies. There are no advertising trackers. Signing out removes the server session; use demo reset controls or clear this site's browser data to remove local demo changes. For privacy questions or removal requests, contact dafrye89@gmail.com.
Workspace setup & test billing privacy
If you complete onboarding, your workspace name, requested plan, extra-seat count, referral interest, and submission dates are stored with your account for administrator review. These preferences are not a purchase, SMS consent, or permission to contact other people. The owner-only Stripe sandbox integration stores customer/subscription identifiers, subscription status, and limited invoice status in Cloudflare D1. Payment details are handled on Stripe-hosted pages, never in this app. Use test payment details only; no live charges or automated referral payouts are enabled. Contact the operator for account and onboarding data removal.
Demo terms
This demonstration is provided for evaluating software workflows, without a guarantee of availability or accuracy. It is not insurance, medical, financial, or legal advice. No displayed quote or approval is binding. Use fictional data only. You may not use the demo to contact real prospects, submit carrier applications, or make real eligibility decisions.
Published plan prices are proposed launch prices in USD per account per month, not per included seat. No paid production subscription is offered yet. Stripe checkout is owner-only sandbox testing and does not charge real money or grant a role. Referral rewards, team invitations, and metered usage billing are not active. Real billing requires a separate launch, tax, and commercial-terms review.
Optional SMS program
Google sign-in does not opt you into text messages. The owner-only demo has separate SMS terms, a SMS privacy notice, and an optional consent form. Mobile numbers and SMS consent are not sold or shared for third-party marketing. No real customer messaging is offered by this prototype.