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Agent Workspace Demo
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Today's focus: close hot leads and clear overdue follow-ups before noon.

FMA Executive Intelligence Decision-ready recommendations from live book data

Grounded in overdue work, pipeline stage, and next-best-action — no invented AI claims.

Team command preview

Manager+

Agent Work Queue

What requires my attention right now?

Productivity Automation

Assist-only recommendations — Agent confirms every action.

Pipeline Snapshot

Click a stage to open work
March 2026
Today's Schedule · Today

Today's focus

Pending Applications

Lead Follow-Ups

Recent Activity Timeline

Customer Emails

0

Leads

Pipeline board with coaching and meeting prep

View
Stage
Language Type

New lead from public handoff

Review fields from FMA public site, then save or discard.
Handoff

Client context

Recommended product

What they asked

Preferred contact

Suggested next action

Lead Coaching & Meeting Prep

Lead Priority & Signals

Hottest leads
Needs follow-up
Waiting on you
Waiting on client
Meeting scheduled soon
Recommendation not yet sent

Clients

Active book of business with pipeline context

Operational CRM Intelligence

Deterministic priorities, follow-ups, duplicates, and pipeline — explainable, no predictive AI.

Follow-up Center

Client Health

Duplicate Suggestions

Pipeline Visibility

Search Results

Search to explore clients, households, applications, policies, and service requests.
Stage
Language
Type
ClientLanguageTypeProductsStageLast ContactNext actionActions

Households

Executive household workspace — overview, portfolio, timeline, and next actions

Family Groups

Select a household to open the executive workspace

Messages

Inbox, unread, and conversations awaiting reply.

Client conversations
Secure in-app messages with assigned clients.
Client Platform appointments · R4.1 Wave 2
Assigned-client requests — accept, decline, reschedule, complete, archive.
Client Platform documents · R4.1 Wave 3
Request, review, approve, revision, reject, archive — workflow-linked.
Client Platform service queue · R4.1 Wave 5
Assigned service requests — priority, respond, request info, resolve, archive.
Status

Legacy schedule helpers

Timeline mirror

Performance Intelligence

Measure to improve — transparent, explainable coaching. Not surveillance.

Performance Insights

Coaching Center

Goal Tracking

Workload Analytics

Client Experience Metrics

Manager View

Reporting

Export-ready architecture only — no external BI integrations yet.

Automation Center

Recommend · prepare · remind · organize — never approve, issue, assign, or mutate without confirmation.

Suggested Follow-Ups

Suggested Tasks

Suggested Reminders

Suggested Client Reviews

Suggested Document Requests

Suggested Service Actions

Suggested Appointment Follow-Ups

Prepared Tasks & Reminders

Automation History

Workflow Templates (prepare only)

Quick Automations

Tasks

Organize and complete the work that moves your clients and business forward.

View
Priority

Open

0

Completed

0

Recommendations

Build recommendations and prepare client guidance.

Saved Sets

0

Recommendation Builder

Executive Summary

Product Quick-Compare

Illustrations

Create and manage client illustrations.

Status
Search

Illustration Registry

0

Quote Builder

Output

Complete the form and click Generate

Saved Quote Versions

Applications

Track business from draft through issuance.

Policy Service Center

Renewals, beneficiary reviews, and in-force service workflows.

Filter
Search

Policies

Active book of business, reviews, and at-risk status.

Status
Search

Analytics Command Center

Executive pipeline, conversion, and book health insights.

My Book This Month
Scope
Period

Conversion funnel

Leads → Issued

Pipeline velocity

—

Retention & service

Cross-border signals

Team Management

Manage producers, workload, assignments, and team performance.

Austin Metro Demo · Manager view

Assignments & Lead Routing

Route leads, balance workload, and track handoffs.

0 unassigned 0 follow-ups due

Data & Backup

Protect your book, export records, verify backups, and monitor data readiness.

Demo readiness Local · Staging sync

Backup readiness

Local backup snapshot · demo

Export / Import center

Client-side CSV · demo session
Not a production cloud backup — browser localStorage snapshot only.

Data quality checklist

OK

Clear demo data Admin only

Removes FMA_AGENT_* keys only. Production not configured — demo workspace reset.

System health

Production not configured

Sync pipeline

0
Staging sync status · admin

Recent system events

Demo readiness checklist

Type Language
Stage

Producer License Verification

Pending

Complete your licensing information and submit it for verification before receiving FikiriaMaisha clients.

Official stages: Pending · Verifying · Licensed Verified. Licensed Verified requires an approved NIPR-connected process. No mock or admin override can grant it.
—
Pending
Not eligible
—
Awaiting approved NIPR-connected verification
None
Open NIPR.com
Returning from NIPR does not automatically verify your record. Client workflows stay locked until status is Licensed Verified.

States Licensed

Checklist

1 pending

Audit Log

Learn. Practice. Test. Apply.

Build confidence in insurance knowledge, compliance, product conversations, and client preparation through guided learning and realistic testing.

0Modules Completed
0Tests Passed
—In Progress
—Compliance Due
—Recommended Next

Learning Tracks

Study modules with key concepts, examples, and agent-use context.

Practice Center

Topic quizzes, scenarios, and drills with instant feedback.

Exam Center

Timed assessments and exam-style tests.

Progress & Results

Recent scores, strengths, and recommended next steps.

Loading verification journey…
Preparing workspace setup…

Profile Information

Session & role (demo)

Portal Preferences

Automation Settings

Calendar Planner
March 2026
Today's Items
Done!