[ 01 / CARRIERS ]
PORTAL CREDENTIALS.
Logins Skyvern uses to fetch quotes from 145+ carrier portals.
[ 02 / APPOINTMENTS ]
CARRIER APPOINTMENTS.
Unappointed carriers ranked by ROI. Bulk-apply via Skyvern.
⚠ PREREQ: Set Agency Profile + Skyvern key first. Each app ~800 credits ($0.79 Pro).
[ 03 / AGENCY ]
AGENCY PROFILE.
One-time setup. Used to auto-fill carrier appointment applications.
[ 04 / COSTS ]
SKYVERN BURN.
Live credit usage. Plan tier. Per-LOB & per-carrier cost.
› CURRENT PLAN
—PER MONTH
› CREDITS THIS CYCLE
HEALTHY0% USED · CYCLE ENDS —
› TOTAL RUNS
› SUCCESS
› FAILED
› EFFECTIVE $
› COST BY LOB
› TOP CARRIERS BY COST
[ 05 / LIVE ]
RUNNING TASKS.
Real-time Skyvern browser automation. Auto-refresh 10s.
[ 06 / RESULTS ]
RECENT WINS.
Quotes, binds, appointments completed by Skyvern.
📝 QUOTES —
🤝 BINDS —
🎯 APPTS —
[ 07 / SERVICES ]
API KEYS.
Service integrations: Skyvern, HealthSherpa, Twilio, ElevenLabs...
[ 08 / VAULT ]
ALL CREDENTIALS.
[ 10 / TEAM ]
TEAM & AGENTS.
Hire producers, contractors, staff · manage permissions · commission splits
[ 11 / APPROVALS ]
PENDING APPROVALS.
Actions awaiting your sign-off as licensed agent of record (W774471)
[ 12 / AUTOMATION ]
AUTO-PILOT.
Cron jobs, email pipeline, hurricane watch · all running in the background
EMAIL POLL
EVERY 5 MINReads ken@wolfsurety.com IMAP inbox → classifies intent → auto-dispatches to Skyvern.
HURRICANE WATCH
HOURLYPolls NWS + NOAA every hour. Auto-pauses home bind during hurricane/tornado warnings.
AUTO-QUOTE
ON SUBMITClient fills quote.html → instantly fires Skyvern across all appointed carriers → emails results back.
→ OPEN INTAKEQUOTE EMAILER
AUTOWhen Skyvern finishes all carrier runs for a client → sends branded quote PDF email automatically.
✓ ACTIVE (skyvern-webhook)RENEWAL SCAN
DAILY 8AMScans expiring policies → triggers Skyvern renewal-check → emails clients 60 days out.
DATA ENRICH
22 APISVIN, NPI, FEMA Flood, NWS Weather, OFAC, RxNorm + 16 more · wired into quote.html forms.
→ LIST APIS› CRON HISTORY
[ 09 / SECURITY ]
SECURITY.
2FA · session management · access controls
TWO-FACTOR AUTH (TOTP)
Authenticator app — Google Authenticator, Authy, 1Password, etc.
Loading 2FA status...
RECOMMENDED APPS
iOS · Android
All platforms
Cloud backup
iCloud sync
ACTIVE SESSIONS
[ 09 / AUDIT ]