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| ID | Status | Urg. | Type | Account | Renewal | Target | User | Notes |
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Log a risk sent to market — ties into the underwriter directory for MGA routing and turnaround tracking.
Creates the account in Little Bro. Only the company name is required.
Companies sit here for 30 days. Restore to put them back on the book. If nobody restores them, they are permanently removed from Little Bro.
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When did the quote actually come in? Defaults to today — back-date it if the underwriter sent it earlier and it's just being logged now.
Who quoted it and for how much? Add one line per quote — a package (GL + Property + Liquor) is several lines, and competing markets (e.g. Centrex vs Origin) each get their own.
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Confirm exposure with the client before the first submission (SOP-003), then scan all six lines — an unscanned line fails SOP-013. "Held" is what the book already shows; it is a hint, not a mark.
SOP-010 after the bind: binder to the client within 24 hours, COI list confirmed and acted on within 48, all policy documentation uploaded within 5 business days. The clock runs from the renewal bind.
Expiring terms stay at the top. Log each market quote as it comes in. Mark rework if you send it back — that invalidates the line and returns Quoted, Pitched, or Follow Up to Submissions. Edit fixes a mistyped line (the original stays in its history); Remove drops one logged on the wrong account.
Every carrier condition to bind, straight from the quote. Mark each Received or Waived (with the market's words) and press Chased when you chase. Open pre-bind items warn at Won — they never block.
Structured loss reasons power true vs. adjusted retention on Pipeline Analytics. Pick the closest match — same categories as Graveyard.
Carrier, MGA/wholesaler, premium, and effective date. Required before Quoted.
The recap the insured gets at Won: what was bound, their coverage explained, what the market still needs, their Harper portal, and who Service is.
Agentic Enablement uses this so follow-ups know what we are waiting on. Example: add Garagekeepers.
Its premium is the renewal premium the Won totals count, and its carrier, MGA and premium go on next year’s account. This account keeps its own.
Click any item to edit it.
Pick a template on the left — then edit the email directly in the preview and copy.
Team access, pipeline automation, data tools, and the Ammar / Harry Knowledge Bank. Everyone can open Settings; only admins can change team / pipeline / data. The Layout upgrade toggle is per-browser and available to everyone. Team / pipeline changes save to data/settings.json on the server.
Reloads Little Bro as the selected user. Back to me returns you. Gmail stays blocked while posing, and every action is audit-tagged to you.
Each person has a display name (exports + audit log) and login email. Producer = assignable in the pipeline. Coordinator = Renewals Coordinator — their Pipeline boots to the pre-quote intake buckets (Unassigned, App Needed, NOCR, NONR, Submissions, Auto Renewal) across all producers. Admin = can edit Settings (team, pipeline, data). Team = which lane they work: Renewals (default), Post-Sales, Placements, Engineering, Service, Sales, or Special Projects. The team is the systematic gate for agentic parsing — renewals My Day digests only build for the Renewals lane, and Post-Sales lane Upsell-template sends auto-intake accounts into their pipeline. Keep at least one user and one admin.
View only — ask an admin if you need a change.
Who gets copied when anyone sends from Gmail Compose, My Day, or the Submissions builder with Auto-CC on. One global list — a change here applies to everyone on their next send, no deploy. Takes effect immediately (not part of Save settings) and every add / remove is audited. Admins and management edit; out-of-office windows below still skip a member while they are away. Logic lives in /js/settings/ooo.js.
Who is copied when a Won account's Service handoff goes to the insured. The rule is fixed: it is sent from renewals@harperinsure.com and always copies the Renewals producer on the account and the Service inbox. Type any email address here (a Service teammate who does not use Little Bro, a manager, a shared inbox) and it is copied on every handoff from the next send; the teammate picker is only a shortcut. Takes effect immediately (not part of Save settings); every add / remove is audited. Admins and management edit.
Away for a stretch? Set the dates here and Little Bro drops you from every Gmail Auto-CC list (classic composer and the Submissions builder) for that window, so a team send does not trigger your auto-reply back at the thread. Takes effect immediately — not part of Save settings — and every change is audited. Anyone can set their own; admins and management can set it for a teammate. Click I'm back to end a window early; past windows stay in the log. Logic lives in /js/settings/ooo.js.
Controls how aggressively Pitched accounts auto-move to Follow Up when outreach goes stale. Switch when the team moves from the 30-day outreach window to the 60-day goal. Agentic Auto uses this same cadence.
Fleet kill switch for Agentic Enablement Auto-send (email + text from the assignee on the Follow Up SLA). Every Producer can turn Auto on for a company. Management can always see Auto. An allowlist, if you set one, limits who can turn it on. Off = nobody can turn Auto on and no Auto send fires.
One voice for everyone's Agentic Enablement follow-ups, in My Day and in Auto. The new voice starts each follow-up from a pool of templates: a different template and a different shape each time, and more urgent as the renewal gets closer. A change takes effect at 12:00 AM Pacific, so follow-ups sent before then keep the voice they were written in. Only Harris and Cody can change it. They can also see an account written both ways: open a follow-up in Review & send and click Compare voices.
Little Bro is the book of record. Backups of the book are listed below.
Snapshots of policies.json taken before restores and risky data operations. Restore any backup below — the current state is backed up first, so restore is reversible.
Read-only view of what Ammar Brain and Harry Brain know — locked operator corrections, base KB docs, and facts learned from Teach. Use this for deep review (Ammar / ops) before promoting teachings into the shipped KB.
Who has the Management tier (roster-wide Coaching, Player Stats, prediction scoreboard). Core members are hardcoded on the server and can promote or remove promoted members here — promoted members see this roster read-only. Logic lives in /js/settings/management.js.
Each year's card holds that term's policy: the current-year card keeps the expiring carrier, MGA and premium, and the quote that bound belongs on next year's card. Until that change, marking a quote as bound copied its values onto the current-year card. This lists the cards on file that still hold them, and puts them back one category at a time. The dry run writes nothing; management can read it. An apply writes exactly the plan on the screen, refuses if a card was saved since, and leaves anything a person has changed since the bind for a person. Applying, and putting a run back, is for the owners only and for a category Harris has approved only; the server enforces both. An apply holds every save for several seconds, so it belongs out of hours. Logic lives in /js/settings/bound_restore.js.
The upgraded Little Bro experience. Replaces the Personal / Tickets / Admin sidebar sections with two pinnable bars — the Hot Bar for views starred from the three main pages (Renewals, Post-Sales, Submissions) and the Tool Bar for every other starred item — plus a Hub button that opens a floating bubble launcher (Renewals, Post-Sales, Submissions, Quo, Personal, Tools, Tickets, Admin). Every tab stays reachable — nothing is removed. This preference is per-browser (saved locally, applies instantly, not part of Save settings) and is on by default — untick it here to go back to the classic layout in this browser.
Automatically raise the Harper renewals cover after you go idle in this browser — same screen as Escape. Idle means no typing, clicking, or scrolling in Little Bro; working on another monitor or app still counts down. Escape always works. Per-browser (local only, applies instantly).
Hub
Pick a bubble · click empty space to close
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