2026-03-02 12:04:32 -08:00
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# The Carrier Bridge
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2026-03-02 12:04:21 -08:00
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2026-03-02 12:04:32 -08:00
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The Carrier Bridge is a Chrome Extension that connects directly to NowCerts and allows insurance agents to instantly:
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- Search clients
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- Auto-fill carrier quote forms
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- Super paste individual data fields
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- Log quotes to notes
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- Save notes directly to NowCerts
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- Upload and organize documents
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- Quickly access carrier bill pay links
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This extension was built to eliminate repetitive copy/paste workflows and dramatically speed up quoting.
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---
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## 🚀 Core Features
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### 🔎 Client Search
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Search insureds directly from NowCerts using last name, first name, or commercial name.
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### ✨ Smart Auto-Fill
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Automatically detects and fills:
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- First & Last Name
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- Address (line 1 & 2)
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- City / State / Zip
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- Phone / Email
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- DOB (supports split fields like MM / DD / YYYY)
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- SSN
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- Policy Numbers
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- Effective & Expiration Dates
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- VIN / Vehicle Make / Model / Year
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- Driver License Numbers
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Works with most carrier forms including React / Angular frameworks.
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---
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### 📋 SupaPaste
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Right-click any input field → choose "SupaPaste" → instantly paste:
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- First Name
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- Last Name
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- Phone
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- Email
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- SSN
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- DOB
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- VINs
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- Driver License Numbers
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Includes green visual confirmation on paste.
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---
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### 💰 Quote Logging
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Log quotes directly into NowCerts notes with:
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- Carrier name
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- Premium
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- Date stamped automatically
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---
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### 📝 Notes Integration
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- Rich text editor
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- Saves directly to NowCerts via API
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- Inline edit client data and auto-log changes
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---
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### 📁 Document Management
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- View insured file structure
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- Create folders
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- Upload files via drag & drop
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- Navigate folder hierarchy
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---
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### 💳 Quick Pay Shortcuts
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Auto-detects carrier and opens bill pay links for:
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- Progressive
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- Encova
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- Westfield
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- Erie
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- Western Reserve
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---
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## 🔐 Security
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- Uses NowCerts Bearer Token authentication
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- Tokens stored locally via Chrome Storage
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- No external tracking
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- No data leaves your browser except via official NowCerts API
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---
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## 🧠 How It Works
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- Manifest V3 Chrome Extension
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- Background Service Worker handles:
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- NowCerts API communication
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- Context menus
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- Data transformation
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- Content Script:
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- Detects and matches form fields
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- Injects values safely
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- Triggers framework change events
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- Side Panel UI:
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- Client search
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- SupaPaste interface
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- Notes + document management
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---
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## 🛠 Installation (Developer Mode)
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1. Clone this repository
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2. Go to chrome://extensions
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3. Enable Developer Mode
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4. Click "Load Unpacked"
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5. Select the project folder
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---
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## 📌 Requirements
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- Google Chrome
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- Valid NowCerts API token
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---
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## 🧪 Beta Status
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This project is currently in beta.
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Feedback is actively requested to improve:
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- Carrier compatibility
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- Field detection accuracy
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- Performance
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- UI/UX improvements
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---
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