Chrome extension that connects to NowCerts and intelligently auto-fills insurance carrier websites with client data, including SupaPaste, notes, documents, and quick-pay tools.
| README.md | ||
The Carrier Bridge
The Carrier Bridge is a Chrome Extension that connects directly to NowCerts and allows insurance agents to instantly:
- Search clients
- Auto-fill carrier quote forms
- Super paste individual data fields
- Log quotes to notes
- Save notes directly to NowCerts
- Upload and organize documents
- Quickly access carrier bill pay links
This extension was built to eliminate repetitive copy/paste workflows and dramatically speed up quoting.
🚀 Core Features
🔎 Client Search
Search insureds directly from NowCerts using last name, first name, or commercial name.
✨ Smart Auto-Fill
Automatically detects and fills:
- First & Last Name
- Address (line 1 & 2)
- City / State / Zip
- Phone / Email
- DOB (supports split fields like MM / DD / YYYY)
- SSN
- Policy Numbers
- Effective & Expiration Dates
- VIN / Vehicle Make / Model / Year
- Driver License Numbers
Works with most carrier forms including React / Angular frameworks.
📋 SupaPaste
Right-click any input field → choose "SupaPaste" → instantly paste:
- First Name
- Last Name
- Phone
- SSN
- DOB
- VINs
- Driver License Numbers
Includes green visual confirmation on paste.
💰 Quote Logging
Log quotes directly into NowCerts notes with:
- Carrier name
- Premium
- Date stamped automatically
📝 Notes Integration
- Rich text editor
- Saves directly to NowCerts via API
- Inline edit client data and auto-log changes
📁 Document Management
- View insured file structure
- Create folders
- Upload files via drag & drop
- Navigate folder hierarchy
💳 Quick Pay Shortcuts
Auto-detects carrier and opens bill pay links for:
- Progressive
- Encova
- Westfield
- Erie
- Western Reserve
🔐 Security
- Uses NowCerts Bearer Token authentication
- Tokens stored locally via Chrome Storage
- No external tracking
- No data leaves your browser except via official NowCerts API
🧠 How It Works
- Manifest V3 Chrome Extension
- Background Service Worker handles:
- NowCerts API communication
- Context menus
- Data transformation
- Content Script:
- Detects and matches form fields
- Injects values safely
- Triggers framework change events
- Side Panel UI:
- Client search
- SupaPaste interface
- Notes + document management
🛠 Installation (Developer Mode)
- Clone this repository
- Go to chrome://extensions
- Enable Developer Mode
- Click "Load Unpacked"
- Select the project folder
📌 Requirements
- Google Chrome
- Valid NowCerts API token
🧪 Beta Status
This project is currently in beta.
Feedback is actively requested to improve:
- Carrier compatibility
- Field detection accuracy
- Performance
- UI/UX improvements