PRODUCTION · PRODUCER TOOL

Client-ready quote comparisons in a single screen.

A branded producer tool: enter the client, the current carrier, and the quotes we're comparing — the tool renders a polished, YP-branded side-by-side, calculates savings against the current premium, and hands the producer a print-ready comparison they can email straight from their own Outlook.

Node · Express Microsoft Entra SSO + Mail.Send Staff-only · @your-policy.com
CAPABILITIES
01 · Producer input
📝
Internal · Staff UI
One screen, every coverage line

Producers enter client and agent info, the current carrier's baseline premium, and any number of competing quotes — the top ten YP carriers come pre-loaded. The coverage grid spans every line we quote: BI, PD, UM, collision, comp, med pay, rental, roadside, dwelling, contents, loss of use, home liability, and umbrella.

Preloaded Progressive · Travelers · Liberty Mutual · PEMCO · Allstate · Foremost · Hanover · Goodville · Acuity · Hartford
Lines Auto (13 coverages) · Home (5 coverages) · Umbrella
Baseline Current carrier premium anchors savings math
Carriers Unlimited — add any market not in the pre-loaded list
Internal · SSO required
02 · Client output
📄
Internal · Branded PDF
A branded comparison, ready to send

One toggle marks the recommended carrier and the tool renders a client-facing view — YP teal-and-gold styling, a star badge on the recommended option, coverage grid, and an auto-calculated total savings vs the current carrier. One click prints or saves to PDF.

Style YP brand · Nunito · teal + gold accents
Recommend Star badge on the preferred carrier
Savings Auto-calculated against current premium
Export Print / Save as PDF from the browser
Internal · SSO required
03 · Send from your Outlook
✉️
Internal · Entra SSO
Emails come from the producer, not a service account

The tool is gated behind Microsoft Entra SSO — only @your-policy.com accounts can sign in. Once signed in, a Mail.Send scope lets the producer email the comparison directly from their own Outlook inbox, so the client sees a real name in the From line. Session state lives in the cookie itself, so sign-in survives every Railway restart.

Auth Microsoft Entra SSO · @your-policy.com only
Send-as Producer's own mailbox via Mail.Send
Session Stateless refresh-token flow · survives redeploys
Storage Encrypted cookie · no server-side session store
Internal · SSO required
Platform
Node Express
Frontend
Vanilla JS Nunito Print-to-PDF
Auth
Microsoft Entra SSO Mail.Send cookie-session
Infrastructure
Railway nixpacks GitHub

A staff-only tool at YourPolicy — behind Entra SSO, restricted to @your-policy.com. Producers keep the workflow in one screen; clients get a clean, branded comparison from their producer's own inbox.