Software
True Path Financial — Business OS
One platform to run an entire insurance brokerage — from census intake to carrier submission to commission tracking.
// platform capabilities
What We Built
Every feature engineered to solve a real problem — not just fill a feature list.
One Upload, Every Carrier Format
Carrier census forms all want the same data — but each one calls the fields something different. The platform reads whatever column names are in your spreadsheet ('SSN', 'Social', 'Last 4' — all recognized) and auto-maps it to every carrier format in seconds. A submission process that used to mean hours of reformatting is now one upload.
Commission Reconciliation Without the Spreadsheet
Upload a commission statement from any carrier and the platform parses it, matches every line to the right client, and calculates splits automatically. No manual reconciliation, no end-of-month spreadsheet hell. What used to take Doug half a day now takes ten minutes.
Renewal Dates Tracked Across Every Client
The platform groups every client by how close their renewal is — overdue, 0-30 days, 31-60, 61-90, and beyond. You open the renewals page and know exactly who needs a call today and who can wait. Missing a renewal window is now structurally impossible.
Every Client Relationship in One Panel
Contact details, notes, tasks, census data, documents, and full communication history all live in a single slide-out panel per client. Your whole team sees the same picture without asking anyone — no more knowledge living in James's inbox and Doug's spreadsheet.
Appointments That Can't Double-Book
Conflict detection is built into the scheduler — if a time slot is taken, the system blocks it. Syncs two-way with GoHighLevel so appointments booked there flow in automatically and everything stays in one place.
Every Conversation Attached to the Right Client
Email threads and SMS conversations are tied directly to the client record they belong to. Color-coded urgency shows which threads have gone unresponsive. When a client says 'nobody told me that,' you pull up the thread and show them exactly what was said.
Documents Found in Seconds, Not Minutes
Client files are stored per contact with one-click access to carrier portal quick-links. No hunting through shared drives or email threads for a document that should take 10 seconds to find.
GHL Keeps Your Pipeline in Sync
Contacts, opportunities, and appointments sync two-way with GoHighLevel automatically. Your sales pipeline and your account management platform stay in sync — no double entry, nothing falling through the cracks between systems.
The Challenge
An insurance and benefits brokerage was running their entire client operation across spreadsheets, disconnected tools, and sticky notes — managing census data, carrier submissions, commission tracking, and client communications with no single system tying it together.
Our Solution
Built a full Business OS with a CRM supporting EIN/UBI profiles and master census data, carrier-specific census auto-mapping to 10+ formats, a calendar with conflict detection, color-coded SMS urgency tracking, Microsoft Graph email integration, document management with e-signing, and a commission tracking engine that handles non-standard CSV, Excel, and PDF imports.
The Results
What used to require hours of re-entering the same client data for each carrier submission is now a one-form, one-time process — census data flows automatically into every carrier format, and the entire brokerage operation runs from a single platform.
Project Deep Dive
- ▸CRM with full contact profiles including EIN/UBI, master census data, documents, notes, tasks, and e-signing
- ▸Calendar system with real-time conflict detection and appointment management across the brokerage team
- ▸Two-way SMS communications hub with color-coded urgency indicators (yellow under 3hr, red over 3hr)
- ▸Carrier census mapping engine auto-generating submission-ready formats for 10+ carriers from a single master form
- ▸Commission tracker supporting CSV/Excel/PDF import with merged cell handling, W2/1099 tracking, and commission splits
- ▸GoHighLevel OAuth integration and PWA support with AIVA AI assistant for on-the-go operation
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