Underwriter's Workbench — Build Scope

What we're building, and what comes after.

The front half of the Bluefields platform — everything upstream of the Quote Wizard. This week covers the internal workbench that production underwriters live in every day. The next push opens the platform to agents.

This Week
4 Steps · Linear Build
01
Submission Pipeline
The data backbone. Creates the entity everything else hangs off of.
  • Submissions entity + migrations
  • Product lines entity
  • Agencies + agents entities
  • App settings entity
→
02
The Workbench
The Kanban board + submission detail page PUs will live in every day.
  • Submissions CRUD + status transitions
  • Kanban: 6 columns, drag-drop, 30s polling
  • Submission detail page + assignment
  • Notes, activity log, versioning
→
03
DAIS Quoting
Request quotes from DAIS, compare them, send the best to agents.
  • DAIS API client (clients, events, cache)
  • Quote request flow + polling + timeout
  • Quote list, comparison, selection
  • Daily question cache refresh
→
04
Quote Wizard Bridge
Closes the loop. Agent accepts/rejects → board updates itself.
  • Inbound webhook endpoint
  • Accepted → submission moves to Won
  • Rejected → PU notified, stays at Quoted
  • Email notifications on both events
When this lands
PUs can manage their entire pipeline end-to-end, from intake through DAIS quoting to customer outcome — all from one board.
What Comes Next
4 Items · Future Scope
Next Up
Agent Portal
Branded per-agency websites where agents submit applications directly. Each agency gets their own URL and colors. Draft auto-save, multi-step form with dynamic DAIS questions.
Integration
HubSpot
Automatic CRM deduplication on every new submission. Link existing companies, auto-create if new. No more manual data entry.
Internal Tool
Admin Panel
Management pages for agencies, agents, product lines, and system settings. Invite flows, branding config, DAIS question cache controls.
Notifications
Email + Slack
Automated emails at every workflow milestone (application received, under review, quotes ready, policy bound). Slack alerts when new submissions arrive.
Bluefields · Underwriter's Workbench
v1.0 · April 2026