client.ensurancemax.com
Client portal
The customer the case is about. Checks their case, fixes their own details, requests the rest.
tst-api.ensurancemax.com
One place the rules live.
The EnsuranceMax API sits between every portal and the systems of record. One sign-in, one audit trail, one set of rules about who may see and change what.
Front doors
Every portal talks only to this API.
Three portals share one codebase; the console is the fourth door and the only one with full reach.
agent.ensurancemax.com
Agent portal
Our staff. Manages a caseload and answers client requests, every change attributed.
loan-officer.ensurancemax.com
Loan officer portal
Referral partners. See where the deals they sent us stand, and nothing else.
app.ensurancemax.com
Console
Internal only. Full-access control room for every piece of data in the ecosystem.
Behind it
Systems of record stay where they are.
The API works in front of the CRM, not instead of it.
GoHighLevel
The CRM. Source of truth for every case and contact.
AgencyZoom
The sales pipeline, unchanged.
Portal database
Sessions, requests, uploads and the audit trail.