Build a Custom Insurance Agent Commissions & Performance Dashboard (Vue + API + CRM Integration)

Build a Custom Insurance Agent Commissions & Performance Dashboard (Vue + API + CRM Integration)

PROJECT OVERVIEW

We are building a custom commissions and performance platform for a fast-growing health insurance agency (Medicare, ACA, Life, Supplemental).

This platform will serve:

Internal leadership (agency-level reporting)
Individual agents (personal dashboards)
Sub-agencies (team performance)

The goal is to create a modern, clean, data-driven dashboard system similar to Spark Advisors or AgencyZoom, tailored to our internal workflows.

OBJECTIVE

Develop a web-based platform that:

Tracks agent production and commissions
Displays real-time performance dashboards
Integrates with GoHighLevel (CRM)
Supports multiple user roles (Admin, Agent, Manager)
Scales into a SaaS-style system for future expansion

CORE FEATURES (MVP)
1. Dashboard (Agent + Agency)
AEP / SEP production counts
Enrollments by date range
Carrier breakdown
Lead source breakdown (e.g., SunFire vs others)
Performance KPIs (daily, weekly, monthly)
Agent leaderboard

2. Commissions Module
Track commissions by:
Agent
Carrier
Product (MAPD, PDP, MedSupp, etc.)
Override calculations (upline splits)
Commission tiers
Bonus tracking
Monthly reconciliation view
Export to CSV / Excel

3. Agent Management
Agent profiles
Production history
Active vs inactive status
Downline/upline relationships
Role-based access

4. Carrier Analytics
Applications by carrier
Enrollment trends
Conversion rates
Plan mix distribution

5. CRM Integration (GoHighLevel)
Pull:
Opportunities
Contacts
Pipeline data
Map pipeline stages → production metrics
Sync data regularly (cron or webhook)

6. Authentication & Roles
Admin
Manager
Agent
Restrict data visibility based on role

7. Reporting
Date filtering (AEP, OEP, custom)
Downloadable reports
KPI snapshots

TECH STACK (Preferred)
Frontend:
Vue 3 (already partially built)
Vite
Tailwind or clean CSS
Chart.js / ApexCharts
Backend:
Node.js (Express or NestJS)
OR serverless (Vercel / Firebase)
Database:
PostgreSQL (preferred)
OR Firebase / Supabase
Integrations:
GoHighLevel API
CSV imports (carriers if needed)

IMPORTANT TECH REQUIREMENTS
Clean, modular architecture (component-based)
API abstraction layer
Scalable for future SaaS version
Secure handling of API keys (NO frontend exposure)
Ability to expand features later

DELIVERABLES
Fully working web application
Clean GitHub repository
Documentation for:
Setup
Deployment
Data structure
Deployment to staging (Vercel, AWS, etc.)

TIMELINE
MVP: 3–5 weeks
Ongoing improvements after launch

IDEAL DEVELOPER

Looking for someone with experience in:

SaaS dashboards
CRM integrations
Financial / commissions systems
Vue.js or modern frontend frameworks
REST API + database design

Bonus if familiar with:

Insurance industry workflows
GoHighLevel
Agency tools (AgencyZoom, Spark, etc.)

TO APPLY, PLEASE INCLUDE
Examples of similar dashboards or SaaS platforms you’ve built
Your recommended architecture for this project
Timeline estimate
Any experience with CRM or commission systems