The AI layer behind YourPolicy.

We're actively building out the your-policy.ai platform. More tools, integrations, and capabilities are in development — check back as things take shape.

MERIT keeps YourPolicy's spend numbers explainable — a budget tracker that reconciles vendor spend to the NetSuite GL line by line, and a Slack bot that answers vendor, contract, and spend questions live from Ramp and Trelica data.

Second, independent backup path to S3 for Atlas DB — separate from Railway's own native volume backups, built to survive a Railway-side incident. Read-only-scoped connection, daily schedule, verified against real table data rather than a trusted status label alone.

Webhook landing zone for HealthSherpa Medicare enrollment submissions. Every POST lands raw in Postgres before any parsing runs, so retry storms collapse safely and nothing is ever dropped waiting on business logic downstream.

Embeddable people-directory widget for YourPolicy agency websites. One config produces a permanent URL and embed snippet; every render resolves live against Trelica, so terminations and new hires propagate without anyone touching a URL.

Merges NinjaOne and Intune into one searchable device inventory, tracking deployment status and warranty across the fleet. Also runs the offboarding return workflow end-to-end — Shippo label, Slack approval, and automatic reminders until the laptop's back.

End-to-end small-book acquisition pipeline — a seller portal for intake and e-sign, a diligence engine that turns raw statements into a scorecard and one-pager, and a packet builder that works out which carrier filings are needed and who has to send them.

MCP server giving Claude full read/write access to every YourPolicy WordPress site — content, plugins, themes, and SEO — plus WP Engine hosting operations like backups, domains, and cache purges. Deployed on Railway, self-extending via new plugin abilities.

Agent Tracking, Licensing & Appointment System — our producer compliance portal. Pulls license and appointment data straight from the national producer registry, syncs carrier records from Ennabl and Trelica, and flags expirations before they become a problem.

Logs into carrier and MGA portals every morning, downloads the latest reports, and files them into the shared doc store — sorted by carrier and date so nobody has to hunt through inboxes or download folders. When something breaks it flags itself; when everything works, nobody hears a thing.

Producer tool that turns competing quotes into a branded, client-ready side-by-side. Auto-calculates savings vs the current carrier, marks the recommended option, and lets producers email the comparison straight from their own Outlook — Entra SSO for @your-policy.com.

Slack bot that answers carrier-placement questions from plain English. Ask @Scout homeowners Houston TX and get a ranked list of carriers pulled live from our book of business — strategic partners first, backed by the Ennabl data lake.

Data visibility into the systems we run on. First report — a live Zoom Phone call-activity dashboard at /zoom — is up, with more reports under bi.your-policy.ai already in flight. Entra-gated, drill-down on every number.

Lightning components built straight into the YourPolicy Salesforce org. Puts admin-grade actions — quota editing, queue membership — in managers' hands without granting full admin access. Authored by Claude, deployed via Flow Forge.

Live operational view over Zoom Phone — every user, every call queue, and queue membership in one searchable dashboard. Auto-refreshes every five minutes, gated behind Microsoft 365 SSO.

Self-hosted Windmill instance — the orchestration layer for smaller integrations, internal apps, and scripts. One platform to wrap our AMS, CRM, data lake, and IDP instead of a new service per project. Built and deployed by Claude via CLI and MCP.

Incident Resolution & Investigation System. Read-only MCP unifying Entra, Intune, Defender, Exchange, NinjaOne, SentinelOne, and UniFi for IT ticket triage — behind its own Microsoft 365 SSO.

Recurring operations audits, encoded as Claude Skills. The rules live in plain English; the work runs in one prompt. Two live today — a HawkSoft activity audit and a Salesforce closed-won reconciliation.

Live HTML dashboard for the IT support queue. Polls Wrangle every 15 minutes, renders 6 KPIs and a sortable ticket table, gated behind Entra ID SSO with an email allow-list.

Railway-hosted proxy that pulls Salesforce reports across five lines of business and serves ranked producer data as a JSON API — powering the Top Producers leaderboard embedded in SharePoint.

MCP server that connects Claude to Salesforce Flows via the Metadata API. Lets Claude list, read, and deploy Flows directly in the org — JWT Bearer auth to Salesforce, OAuth 2.0 for Claude, deployed on Railway.

Real-time AI translation infrastructure — a phone bridge for live bilingual calls (Spanish ↔ English via Twilio + OpenAI Realtime), a walk-up translate UI for in-office conversations, and an SMS surface that lets agents text non-English customers in plain English from their own Zoom Phone number.

A Slack-backed live chat widget for your website. Customer messages relay to a Slack channel as threads — agent replies stream back in real time. Auto-translates, handles file uploads, and emails transcripts on close.

MCP server giving Claude direct access to HawkSoft client records, the Ennabl data warehouse, and Zoom Phone call data. Deployed on Railway with Microsoft 365 OAuth.

Generate a personal QR code from your contact details. Anyone can scan it to instantly add you — no app, no friction, works on every phone. Data never leaves your browser.

A Zoom Phone SMS gateway that bridges Salesforce Flows and Zoom Phone. When a Flow fires, TriggerText sends an SMS from a registered number — no manual steps, no app switching.