Overview
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| Agency | Messages | SMS | PWA | Est. Cost | Avg/Day | Alert | |
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| Agency | Broker | Status | Errors (7d) | Last Error | Actions |
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| Severity | Source | Message | Count | First Seen | Last Seen | Actions |
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| Sort | Tier | Monthly | Annual | Stripe IDs | Features | Status | Actions |
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| Carrier | Clients | Avg Score | Critical | Emergency | Premium ⚠️ | Network ⚠️ | Claims ⚠️ | Medication ⚠️ | Not Happy 🚨 | Retention |
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Broker Details
Team members listed here can sign into the Agency PWA with their own magic link. They see the same data as the broker. The PWA greets each person by name.
Push the canonical policy summary from Postgres to every contact card in this broker's ROS sub-account. A nightly job already runs at 3:30 AM — use this button when you need an immediate refresh (e.g. after a bulk migration or if a broker reports stale data on a contact).
Pull this broker's entire ROS contact book into the OS Contacts list. Contacts normally sync live — use this to backfill a broker or reconcile if the OS Contacts list looks short or stale.
New Broker Onboarding
Carrier Management
KB Manager
🧠 AInstein Learning
Platform Usage
Per-broker engagement across every value-add feature. The leading indicator of who's getting value from the platform vs. who's drifting toward churn.
| Broker | Tier | 💬PWA | 📱SMS | 🎯UWA | 📲Installs | 30d Total | Trend | Status | |
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AInstein Grade
AInstein's report card. Graded on the conversations AInstein handles, not the books they happen in. Every dimension measures AInstein's own work — resolution, empathy, cognition, judgment, availability — so the grade reflects what AInstein actually did, independent of broker book characteristics.
What's driving the grade. Weights rebalance automatically for dimensions that haven't accumulated signal yet — newer brokers don't get penalized for metrics that aren't live yet.
Daily resolution rate, coverage, and retention score from nightly snapshots. Watch for drift — consistent declines mean AInstein needs maintenance.
Where does AInstein add the most value? Full-auto brokers vs. draft-mode vs. CSA-disabled. This is the artifact for marketing stats — "full-auto brokers grade X vs draft-mode Y" is the kind of claim that sells.
Two separate grades per broker: AInstein Quality (how well AInstein worked) and Book Health (how their client portfolio is doing). They're independent — a broker's book can be fragile for reasons AInstein can't control, and vice versa.
| Broker | Tier | Mode | Convos | Res % | Sent | Val % | Cov % | AI | Book |
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