Add BlackRoad Agency CRM for insurance and real estate

- Agent__c: License, commission rate, hire date, agent type (insurance/RE)
- Policy__c: Type, premium, coverage, carrier, effective/expiration dates
- Listing__c: Property type, beds/baths/sqft, list/sale price, status
- Commission__c: Links to policies/listings, amount, type, payment status
- Client__c: Contact info, client type (buyer/seller/policyholder), source

Objects designed for dual-use: insurance agencies AND real estate brokerages.
Commissions track earnings from both policy sales and property transactions.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
This commit is contained in:
Alexa Louise
2026-01-11 17:56:07 -06:00
parent f1f0148009
commit 127d27b60a
64 changed files with 848 additions and 4 deletions

View File

@@ -46,7 +46,7 @@
<name>co</name>
<value>1</value>
</params>
<reportType>Mortality_Event__c</reportType>
<reportType>Mortality_Events</reportType>
<scope>organization</scope>
<showDetails>true</showDetails>
<showGrandTotal>true</showGrandTotal>

View File

@@ -30,7 +30,7 @@
<name>co</name>
<value>1</value>
</params>
<reportType>Compliance_Log__c</reportType>
<reportType>Compliance_Logs</reportType>
<scope>organization</scope>
<showDetails>true</showDetails>
<showGrandTotal>true</showGrandTotal>

View File

@@ -33,7 +33,7 @@
<name>co</name>
<value>1</value>
</params>
<reportType>Client_Household__c</reportType>
<reportType>Client_Households</reportType>
<scope>organization</scope>
<showDetails>true</showDetails>
<showGrandTotal>true</showGrandTotal>

View File

@@ -43,7 +43,7 @@
<name>co</name>
<value>1</value>
</params>
<reportType>Distribution_Request__c</reportType>
<reportType>Distribution_Requests</reportType>
<scope>organization</scope>
<showDetails>true</showDetails>
<showGrandTotal>true</showGrandTotal>