Build a Custom Insurance Agent Commissions & Performance Dashboard (Vue + API + CRM Integration) PROJECT OVERVIEW We are building a custom commissions and performance platform for a fast-growing health insurance agency (Medicare, ACA, Life, Supplemental). This platform will serve: Internal leadership (agency-level reporting) Individual agents (personal dashboards) Sub-agencies (team performance) The goal is to create a modern, clean, data-driven dashboard system similar to Spark Advisors or AgencyZoom, tailored to our internal workflows. OBJECTIVE Develop a web-based platform that: Tracks agent production and commissions Displays real-time performance dashboards Integrates with GoHighLevel (CRM) Supports multiple user roles (Admin, Agent, Manager) Scales into a SaaS-style system for future expansion CORE FEATURES (MVP) 1. Dashboard (Agent + Agency) AEP / SEP production counts Enrollments by date range Carrier breakdown Lead source breakdown (e.g., SunFire vs others) Performance KPIs (daily, weekly, monthly) Agent leaderboard 2. Commissions Module Track commissions by: Agent Carrier Product (MAPD, PDP, MedSupp, etc.) Override calculations (upline splits) Commission tiers Bonus tracking Monthly reconciliation view Export to CSV / Excel 3. Agent Management Agent profiles Production history Active vs inactive status Downline/upline relationships Role-based access 4. Carrier Analytics Applications by carrier Enrollment trends Conversion rates Plan mix distribution 5. CRM Integration (GoHighLevel) Pull: Opportunities Contacts Pipeline data Map pipeline stages → production metrics Sync data regularly (cron or webhook) 6. Authentication & Roles Admin Manager Agent Restrict data visibility based on role 7. Reporting Date filtering (AEP, OEP, custom) Downloadable reports KPI snapshots TECH STACK (Preferred) Frontend: Vue 3 (already partially built) Vite Tailwind or clean CSS Chart.js / ApexCharts Backend: Node.js (Express or NestJS) OR serverless (Vercel / Firebase) Database: PostgreSQL (preferred) OR Firebase / Supabase Integrations: GoHighLevel API CSV imports (carriers if needed) IMPORTANT TECH REQUIREMENTS Clean, modular architecture (component-based) API abstraction layer Scalable for future SaaS version Secure handling of API keys (NO frontend exposure) Ability to expand features later DELIVERABLES Fully working web application Clean GitHub repository Documentation for: Setup Deployment Data structure Deployment to staging (Vercel, AWS, etc.) TIMELINE MVP: 3–5 weeks Ongoing improvements after launch IDEAL DEVELOPER Looking for someone with experience in: SaaS dashboards CRM integrations Financial / commissions systems Vue.js or modern frontend frameworks REST API + database design Bonus if familiar with: Insurance industry workflows GoHighLevel Agency tools (AgencyZoom, Spark, etc.) TO APPLY, PLEASE INCLUDE Examples of similar dashboards or SaaS platforms you’ve built Your recommended architecture for this project Timeline estimate Any experience with CRM or commission systems