Insurance Policyholder App
Whole Life Helper
Whole Life Helper (Insurance Software): A web app for policyholders and the agents who serve them, with agent accounts and a public agent directory.
Overview
Whole Life Helper is a web app for policyholders and the agents who serve them. Agents sign up for a free seat, and each agent sees only the clients linked to them.
Business
Whole Life Helper
Sector
Insurance Policyholder App
All industries
What we build for this trade →
What we built
Agent accounts
Agent signup collects agency name, NPN and licensed states, and an agent can ask to be listed in a public Find-an-Agent directory. Agent seats are free.
Custom Systems Architecture →Client links
A separate link per client decides which people an agent can see. A seat with no links shows nothing, and the rule is enforced in the database, not in the browser.
Custom Systems Architecture →Marketing site
wholelifehelper.com leads with the Beneficiary Response Team and sends its Enroll button straight into the app's register page.
Web Development →Backups and uptime
Nightly encrypted database backups with a restore drill that passed 79 of 79 checks, weekly file backups restore-tested on 5 of 5, and uptime checks on the app, the site and the public plans service.
Back-End Development & Infrastructure →How it helps
- An agent never sees a person who is not linked to them.
- Agent seats are free.
- Backups are proven by restoring them, not assumed.
Every figure on this page is a count from a build record or a test run. A business result goes on this site only when it traces to a source we can open on a call: Results.
What it runs on
React and Vite on Cloudflare Pages, with Supabase Postgres, row-level security and Edge Functions.
How the work ran
This is how we run every engagement. It describes the process, not a timeline for this project.
The audit
We map what you already run and show you where it leaks. You keep the map either way.
The plan
What we would change, in what order, what it costs, and what number we will judge it on. You approve before anything is built.
The build
Each piece goes live on its own, so you see progress weekly instead of waiting for a big reveal.
The run
Managed, measured, month to month. Every channel judged on what a booked job costs you.
Builds are quoted once and built once; retainers you can stop any month. The full process and the published prices: How we work.
Questions
Is there a long-term agreement?
What does a build like this cost?
Do you use AI on this kind of work?
Read the full charter: The AI Charter.