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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 [login to view URL] / 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
Mã dự án: 40319677
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242 freelancer chào giá trung bình $20 USD/giờ cho công việc này

With over 18 years of experience, CnELIndia exemplifies a premier web and app development enterprise that's highly equipped to take on your customized Insurance agent commissions and performance dashboard project. Our strength lies in delivering successful projects within stipulated time frames, and we're prepared to demonstrate our proficiency with this one. We've spent a significant amount of time working with Vue.js, REST API, and database designs while also integrating CRM systems with different platforms for seamless performance. Our portfolio includes building similar dashboards or SaaS platforms like what your agency envisions, making us well-equipped to understand the intricacies of your project and provide innovative solutions catered directly to your needs. As part of our proposal we will provide detailed documentations allowing for easy deployment and also supporting future improvements on the platform. Think of us as not just another development team but rather as experienced partners who can provide you with the desired Insurance agent commissions & performance dashboard platform grounded on proven skills in data scraping, API Development, HTML, Node.js, PHP, PostgreSQL, Website Design as well as our focused knowledge on your stack; Vue.js being at the core. In light of this, I estimate that we'll be able to achieve the MVP stage in 3-5 weeks. Let's discuss how we can bring our varied skill set to meet your specific needs!
$12 USD trong 40 ngày
9,1
9,1

Hello, Nice to meet you. As professional web dev, I can build your custom insurance commissions and performance dashboard in Vue.js + Node.js, with real-time KPIs, role-based access, and GoHighLevel CRM integration. The platform will be clean, modular, scalable, and ready for future SaaS expansion, delivered with full documentation and deployment setup. Best regards.
$12 USD trong 40 ngày
8,5
8,5

Hi! I’ve built a SaaS platform (SmartEngage) where the core challenge was handling structured data, automation workflows, and real-time dashboards so I immediately understand this isn’t just a UI project, it’s about getting commission logic and CRM data flow right. For your insurance setup (agents, sub-agencies, overrides), I’d design a Vue dashboard backed by a clean API with a proper data model for hierarchies and payouts, plus background jobs to sync and calculate commissions so everything stays fast and accurate even at scale. I’m comfortable translating messy business rules into a clean, reliable system, and I’ve worked on production systems where data accuracy actually matters. Timeline wise, a solid V1 would take around 3–5 weeks depending on CRM complexity. I’m available to start immediately, can work in your timezone, and happy to quickly sketch the data flow and commission structure with you before we begin.
$15 USD trong 40 ngày
7,9
7,9

Hello, I came across your project and found it truly interesting. With over eight years of hands-on experience in this field, I have successfully delivered high-quality solutions to clients worldwide. My dedication to excellence is reflected in the 180+ positive reviews from satisfied clients. I’d love to bring this expertise to your project and ensure outstanding results. However, I do have a few important points I’d like to clarify to align perfectly with your vision. Let’s connect via chat so I can share relevant examples of my past work. I look forward to hearing from you. Best Regards, Divu.
$10 USD trong 40 ngày
8,2
8,2

Hello, You already have my undivided attention! With extensive experience building web-based platforms and in-depth knowledge of Vue.js, I'll ensure your Insurance Agent Commissions & Performance Dashboard is not just aesthetically pleasing but robust and highly efficient, keeping up with your fast-growing health insurance agency's unique needs. Having successfully built commissions and performance systems for similar industries in the past is another feather in my cap. My technical expertise extends beyond just Vue.js to other vital aspects of your project like REST API + database design, which will ensure seamless integration with GoHighLevel (CRM), scalability, and security of sensitive data. Moreover, I understand that timelines matter. Over the next 3-5 weeks, of course depending upon project complexities and unique challenges that arise, I'll deliver a fully-functional MVP. And I don't stop there – even after launch, I remain committed to continually improving your platform as per your evolving requirements. With your project, let's push the boundaries and create an unparalleled space for you in the insurance industry market! With Regards!
$12 USD trong 40 ngày
8,1
8,1

YES-I will Build a Custom Insurance Agent Commissions & Performance Dashboard (Vue + API + CRM Integration) If you’re looking for something beyond average work — something thoughtful and result-driven — I’m ready to start.I am highly appreciative to work on this specific task I can do my best. I am an Innovative PHP/Full stack developer having rich experience with so many successful Tasks. Let’s connect on chat for further discussion and start quickly. Thanks!!
$14 USD trong 40 ngày
8,2
8,2

I HAVE BUILT SAAS DASHBOARDS FOR COMMISSIONS, CRM INTEGRATIONS & REAL-TIME KPI TRACKING—SIMILAR TO AGENCY-STYLE PLATFORMS. I can develop your Vue-based commissions and performance system with a scalable, SaaS-ready architecture. My approach: Architecture: Frontend: Vue 3 + Vite + Tailwind + ApexCharts (modular components) Backend: Node.js (NestJS preferred) with REST APIs Database: PostgreSQL (well-structured schema for agents, commissions, hierarchy) Integration: GoHighLevel via secure backend services (cron/webhooks, no API exposure) Core Implementation: • Agent & agency dashboards (KPIs, leaderboards, filters) • Commissions engine (tiers, overrides, bonuses, reconciliation) • Role-based access (Admin/Manager/Agent) • Carrier analytics & reporting (CSV/Excel export) • CRM sync (opportunities, pipeline → production mapping) Experience: Built similar systems with multi-role dashboards, financial tracking, and CRM integrations (including lead pipelines and performance analytics). Familiar with scalable SaaS patterns and clean API layers. Timeline: MVP in 3–5 weeks with staged delivery (dashboard → commissions → CRM sync). You’ll receive a clean GitHub repo, full documentation (setup, deployment, schema), and staging deployment. I have 10+ years of experience in full-stack SaaS development. I provide 2 years of free ongoing support and will assist from development to deployment.
$11 USD trong 40 ngày
7,7
7,7

⭐⭐⭐⭐⭐ Build a Custom Insurance Dashboard for Agents and Performance Tracking ❇️ Hi My Friend, I hope you are doing well. I reviewed your project details and see you are looking for a custom insurance dashboard solution. You don’t need to look any further; Zohaib is here to help you! My team has completed over 50 similar projects in building dashboards for performance tracking. I will create a clean, data-driven platform that meets your specific needs while ensuring smooth integration with your CRM. ➡️ Why Me? I can easily build your custom insurance dashboard as I have 5 years of experience in web development, focusing on Vue.js, API integrations, and performance systems. My expertise includes database design, user roles management, and real-time data display. I also have a strong grip on technologies like Node.js and PostgreSQL, ensuring a robust solution. ➡️ Let's have a quick chat to discuss your project in detail and let me show you samples of my previous work. I look forward to connecting with you! ➡️ Skills & Experience: ✅ Vue.js ✅ Node.js ✅ API Integration ✅ Database Design ✅ User Authentication ✅ Data Visualization ✅ CRM Integration ✅ Performance Tracking ✅ SaaS Development ✅ Frontend Development ✅ Backend Development ✅ Documentation Waiting for your response! Best Regards, Zohaib
$9 USD trong 40 ngày
7,8
7,8

Hello, I’m excited about your project to build a Custom Insurance Agent Commissions & Performance Dashboard. With over five years of experience in developing SaaS applications and CRM integrations, I am well-equipped to create a modern, data-driven dashboard tailored to your agency's needs. My approach includes leveraging Vue.js for the frontend along with a robust Node.js backend, ensuring a seamless user experience. I recommend implementing real-time data syncing with GoHighLevel using scheduled webhooks which will enhance reporting accuracy. Previously, I developed a similar dashboard for a financial services company that integrated multiple user roles and provided advanced commission tracking, all while using PostgreSQL for a scalable database. I estimate a timeline of 3-5 weeks for the MVP. Are there any specific features or metrics you want prioritized in the initial build?Regards, Khurshid Ahmed
$25 USD trong 17 ngày
6,9
6,9

Hi, thank you for posting this good task! Your goal is clear: Build a commissions and performance platform that gives leadership, agents, and sub-agencies a clear real-time view of production, payouts, and CRM-driven activity. I’d recommend a Vue 3 + Vite + Tailwind frontend, with a Node.js API layer and PostgreSQL for core data, roles, reconciliations, and reporting. That architecture fits your MVP well because it keeps the dashboard fast, the API modular, and the system scalable into a SaaS-style platform later. GoHighLevel data can be synced through scheduled jobs/webhooks, then mapped into production, carrier, and commission metrics cleanly. A relevant SaaS project I’ve worked on is Acquisell, where the focus was building a structured platform with clean dashboards, strong backend logic, and maintainable data flows. That experience is directly relevant here because your system also depends on role-based visibility, reporting clarity, and reliable workflow data. I’m also comfortable with CRM-connected systems and data-heavy dashboards where commissions, performance tracking, and exports need to be accurate and easy to use. Estimated MVP timeline: 3~5 weeks Week 1: architecture + data model + auth/roles Week 2~3: dashboards + commissions + CRM sync Week 4~5: reports, QA, staging, handoff If you want a clean, scalable dashboard system built for real agency operations, I’d be glad to discuss the next step. Best regards, Diah
$20 USD trong 40 ngày
7,5
7,5

Hello Sir/Ma’am, I can build your insurance commissions & performance dashboard with a clean, scalable SaaS-ready architecture and seamless CRM integration. Recommended approach:- - Vue 3 + Vite (modular, fast UI) - Node.js (NestJS) + PostgreSQL (structured, scalable backend) - Secure API layer + GoHighLevel integration (cron/webhooks) (Built for real-time insights and future SaaS expansion.) I will deliver:- - Agent & agency dashboards (KPIs, leaderboards, analytics) - Full commissions system (tiers, overrides, reconciliation) - Role-based access (Admin, Manager, Agent) - CRM sync (contacts, pipelines ->production metrics) - Reporting + CSV/Excel exports - Clean, scalable codebase + documentation + staging deployment Timeline: 1–2 weeks (MVP) Why I’m a good fit:- - Experience building SaaS dashboards & CRM-integrated systems - Strong focus on data accuracy, performance, and scalability - End-to-end delivery (frontend + backend + integrations) I focus on building data-driven platforms that are reliable, scalable, and easy to extend. Ready to discuss architecture and start immediately. Best regards, Pulkit J.
$8 USD trong 28 ngày
7,0
7,0

Hi The core technical challenge here is building a commissions platform that combines CRM-driven production data, complex override logic, and role-based visibility into one accurate and scalable dashboard system. I can build this using Vue 3 + Vite on the frontend and a secure Node.js backend with PostgreSQL, structured around modular services for commissions, reporting, agent hierarchy, and GoHighLevel sync. My approach would use a clean API abstraction layer, scheduled sync/webhook ingestion, and normalized data models so opportunities, contacts, pipeline stages, and carrier data can be transformed into reliable production and commission metrics. I have experience with SaaS dashboards, analytics systems, CRM integrations, and financial-style reporting where data accuracy, permissions, and exportability matter. For the UI, I would create responsive dashboards with KPI cards, leaderboard views, filters, reconciliation screens, and chart-based analytics using ApexCharts or Chart.js. Security is also critical, so API keys, sync jobs, and role-based access control would be handled fully server-side with an architecture ready for future SaaS expansion. The result would be a maintainable, production-ready platform that fits your current MVP and scales cleanly into later phases. Thanks, Hercules
$50 USD trong 40 ngày
6,7
6,7

With my 10+ years of experience as a Full Stack Developer, I am highly skilled at creating custom solutions for businesses' unique needs- including the core functionalities you're looking for: Dashboard (Agent + Agency), Commissions Module, Agent Management, Carrier Analytics, CRM Integration, Authentication & Roles. Moreover, I have intimate knowledge of Vue.js and other modern frontend frameworks which makes me highly suitable to work on this project. My experience and understanding of REST API + database design will enable me to create a clean, modular architecture that can scale into a SaaS-style system, helping your platform grow without any hassle. Lastly, my familiarity with Insurance industry workflows plus competence in GoHighLevel and similar Agency tools (AgencyZoom, Spark etc.) give me an edge when it comes to building insurance-specific platforms like yours. So, let's team-up and build this powerful yet intuitive dashboard system together!
$12 USD trong 40 ngày
7,2
7,2

Hello, I am very interested in the project to build a Custom Insurance Agent Commissions & Performance Dashboard. I have a strong understanding of the project requirements and am confident in my expertise in Website Design, MySQL, PHP, Node.js, API Development, PostgreSQL, and Vue.js. I propose to create a modern, data-driven dashboard system tailored to your internal workflows. I will ensure clean, modular architecture, API abstraction layer, and scalability for future expansion. My portfolio includes successful projects showcasing my skills in dashboard development. I look forward to discussing this project further and am excited about the opportunity to work with you. Please find my portfolio links attached for your review. Best regards, Warda Haider - MY WORK STATS: ✨ https://www.freelancer.com/u/XanvraTECH
$10 USD trong 40 ngày
6,8
6,8

Hi there, I’m excited about the opportunity to build your Custom Insurance Agent Commissions & Performance Dashboard. As a top freelancer from California with numerous 5-star reviews, I specialize in developing data-driven applications, especially in the insurance industry. Your project’s requirements align perfectly with my expertise in SaaS development and CRM integrations. I understand the need for a clean, efficient, and scalable solution that tracks agent performance, manages commissions, and integrates seamlessly with GoHighLevel. My experience with Vue.js and a solid tech stack, including Node.js and PostgreSQL, will ensure that we deliver a modern platform that meets internal leadership and agent needs alike. Let’s discuss the next steps to get started seamlessly. Could you clarify if there are any specific user role features you would like to prioritize for the MVP?
$30 USD trong 35 ngày
6,7
6,7

Hello, Here are my answers to your key questions: 1. I have developed multiple performance and commission dashboards for sales teams and insurance agencies, including role-based views (Admin, Manager, Agent), real-time KPIs, leaderboards, and export features, very similar to AgencyZoom and Spark Advisors style. 2. Recommended architecture: Vue 3 (Composition API + Vite + Tailwind) for frontend, NestJS + PostgreSQL for backend with a clean API abstraction layer. GoHighLevel integration via secure backend API calls (never expose keys on frontend). This setup is modular, secure, and easily scalable to a full SaaS product later. 3. I can deliver the complete MVP in 3–5 weeks as you mentioned. 4. Yes, I have integrated GoHighLevel before and built commission tracking systems with agent overrides, upline splits, tiered bonuses, carrier breakdowns, and monthly reconciliation. I am confident I can help you build a modern, clean, and data-driven commissions & performance platform tailored to your Medicare, ACA, and Supplemental insurance workflows. Best, Niral
$12 USD trong 40 ngày
6,6
6,6

Hello, I am a Vue and SaaS dashboard expert with over 9 years of experience building scalable, data-driven platforms with CRM integrations. I can help develop your custom insurance commissions and performance dashboard with clean architecture, real-time KPIs, role-based access, and seamless GoHighLevel API integration. I have previously worked on the exact same type of projects. I understand how critical performance tracking and commission accuracy are and can deliver a fast, reliable MVP for you. I look forward to working on this project with you. Regards,
$10 USD trong 40 ngày
6,4
6,4

As the Founder of SoftwareLinkers, I can confidently say we have the expertise and experience to complete this project. Our specialized team has an in-depth understanding of the ins and outs of SaaS dashboards, CRM integrations, and financial/commissions systems - precisely the skills you are looking for. Here’s why clients choose us time and again: 1. Top-notch quality: We have a solid 4.9★ rating from 100+ verified reviews, which speaks volumes about our ability to deliver exceptional results. 2. End-to-end service: We don't just write code; we diligently understand your business goals, design reliable systems, and build solutions that are secure, scalable, and future-ready. 3. Long-term partnership: We take immense pride in being your long-term technical partner, ensuring seamless project planning, deployment, and robust support. In terms of timeline, my estimated delivery is within 3-5 weeks for the MVP, followed by ongoing improvements as required. Our recent experience with RESTful API development & integration with web platforms will prove valuable when merging your existing system with GoHighLevel CRM. Your preferred Tech Stack is right up our alley too - we're fluent with Vue.js, Node.js (Express), PostgreSQL ,and can absolutely handle any future feature expansions you may require.
$15 USD trong 40 ngày
6,5
6,5

Hello Sir, Would you be interested in a no-commitment demo of a custom insurance agent commissions and performance dashboard tailored to your unique needs? I specialize in building sleek, data-driven dashboards that enhance agent productivity and streamline performance tracking, empowering both leadership and individual agents. Let's discuss this further to craft a detailed plan and schedule your personalized demo. Regards, Smith
$12 USD trong 40 ngày
6,4
6,4

Hi There I can build your commissions and performance dashboard with Vue 3 on the frontend and a secure API driven backend using Node and PostgreSQL, designed to support Admin, Manager, and Agent roles from day one. I have experience with SaaS style dashboards, CRM integrations, reporting systems, and modular architecture, so the platform will be clean, scalable, and ready for future expansion beyond the MVP. For this project, I’d recommend Vue 3 plus Vite, Node or NestJS API layer, PostgreSQL, and scheduled GoHighLevel sync with a clear commission engine and role based data access. Have you already defined the exact commission rules and override logic, or would you want me to help structure that during the planning phase? Best Regards Waqas Ahmad
$12 USD trong 40 ngày
6,4
6,4

Tomball, United States
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