Agency book

A React block (a whole screen) in Beamline's Government & legal app.

An insurance agency's book in two places. Estimated commission: the report named an estimate (not received or earned), as of a time; each source system with when it last synced, a stale one said with its figures kept as the last confirmed ones, Refresh per source and a failed refresh said without touching the figures; an agent filter, grouping by carrier or agent with subtotals, the policy pinned while figures scroll on a phone; a policy without an estimate says No estimate and is left out of sums with the count said, never shown as zero; a policy's detail with estimate, rate, premium, term, source system, source policy ID, revision and last sync, a field the source can't supply said as not supported; Back returns to the same filter and row. Renewal follow-up: the trigger in words, filters for active clients, lines, carriers and agents; follow-ups in order (email, text or a task) each with days from renewal, a time and whose time zone it goes in (the client's or the agency's), moved up and down; who it would reach tested against the book now with each left-out policy's reason, nothing sent; a version made live, an edit to the live one becoming a draft of the next, paused (queued follow-ups held) and resumed; runs per renewal event and version with each step queued, delivered, failed with the reason or held, and the same event replayed never running twice. The estimated total leads large with what it covers; each source is one quiet line with a fresh (green) or stale (amber) dot and its own Refresh. On a phone the report keeps the policy and its estimate (client and agent under the policy), nothing cut.

Use it for

An agency or brokerage's commission estimate across policies from several source systems.
Automated follow-ups when policies renew, filtered by line, carrier and agent, with runs that can be audited.

Not for

Marketing email journeys (email-automation).
Free-form reports (report-builder).
Leases coming up for renewal (lease-renewals).

Anatomy

report: Estimated commission, as of, the estimate note, agent and group by; source systems with sync time, stale and failed notes and Refresh; coverage; the table (policy pinned, client, agent or carrier, premium, estimate, source) with group subtotals and the total
policy: Back, the policy and client, the estimate note, facts with provenance
renewals: the workflow's version and live or draft, Pause or Resume, Make live; the trigger and filters; follow-ups with channel, days, time and zone, moves; who it would reach; runs with each step's outcome, Replay

States

report: loaded, one agent, grouped, a missing estimate, a stale source, refreshing, refresh failed, policy open
renewals: not live, live, draft of the next version, enabling, enable failed, paused with held follow-ups, no runs yet, a duplicate event, a failed delivery, an ineligible policy

Keyboard

Policy numbers are buttons; Back puts focus on the row it came from
Each follow-up has labelled fields and Move up, Move down and Remove buttons naming the step

Motion

Only the parts' own motion. Nothing runs at rest.

Props

Prop	Type	Default	Description
`agency` (required)	`string`	—	The agency's name in the heading.
`policies` (required)	`Policy[]`	—
`sources` (required)	`SourceSystem[]`	—
`onRefreshSource`	`((sourceId: string) => Promise<string>)`	—	Syncs one source again; resolve with when it synced, reject to keep the last figures.
`now` (required)	`string`	—	"Now" for the report's as-of and staleness (ISO).
`workflow` (required)	`RenewalWorkflow`	—
`runs`	`Run[]`	—
`agencyZone` (required)	`string`	—	The agency's IANA zone, for follow-ups sent in agency time.
`onEnable`	`((w: RenewalWorkflow) => Promise<unknown>)`	—
`onPause`	`((paused: boolean) => Promise<unknown>)`	—
`onReplay`	`(() => Promise<Run>)`	—
`defaultView`	`AgencyBookView`	—
`defaultAgent`	`string`	—
`defaultPolicy`	`string \| null`	—
`currency`	`string`	—
`locale`	`string`	—
`className`	`string`	—	Classes on the documented visual root; no override by default.
`style`	`CSSProperties`	—	Inline styles on the documented visual root; no overrides by default.
`ref`	`Ref<HTMLDivElement>`	—	Receives the documented native target or imperative handle; omitted by default.

Built from

Dependencies

lucide-react

Import

import { AgencyBook } from "@beamline/agency-book";

Get it

Agency book is part of Beamline UI. Install the parts you need in your React app as compiled packages or editable source. Get Beamline · Connect your agent

Agency bookComplete system · $49

An insurance agency's book in two places.

Harbor Line Insurance

Every figure is an estimate with its source named; PolicyHub hasn't synced for three days, so its figures are the last confirmed ones, and the workers' comp policy has no estimate, said and left out of the sums.

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States

Each state as it first appears; the first action in each shows how it resolves.