An agent portal that answers "where's my case?"

The problem

Agents outside the office had no way to check on their own business. Every "where's my case?" became an email or a phone call to someone inside, who then had to stop what they were doing to look it up.

What I built

• A portal login for each external agent, tied to their agent record in the CRM.
• Their pipeline, and only theirs: each case, its underwriting stage, the premium, and where it's sitting right now.
• Permissions designed first, so no agent can see another agent's clients or cases.

What changed

Agents check status themselves, whenever they want. The office spends its time moving cases forward instead of reporting on them.