Implementation Roadmap
A practical phased roadmap for building AgencyBinder as a production-grade SaaS AMS.
Implementation
Recommended enterprise delivery roadmap.
Use this roadmap to convert the website vision into a production SaaS platform.
| Phase | Scope | Outcome |
|---|---|---|
| Phase 1 | SaaS foundation, tenant management, identity, RBAC, agency profile, branches, users, roles | Secure tenant foundation |
| Phase 2 | CRM, leads, opportunities, Account 360, activities, notes, documents | Sales and account workspace |
| Phase 3 | Submissions, quotes, proposals, carrier rules, templates, workflow engine | New business operating engine |
| Phase 4 | Policies, endorsements, certificates, billing, commissions, claims | Policy servicing workspace |
| Phase 5 | Renewals, reporting, AI insights, integrations, platform monitoring | Growth and intelligence layer |