From e33d6b51d751640e3ef1fe9d776c7ec20acfb3c4 Mon Sep 17 00:00:00 2001
From: Matthew <matthew@carnes.insure>
Date: Mon, 2 Mar 2026 12:04:32 -0800
Subject: [PATCH] Update README.md

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 1 file changed, 156 insertions(+), 2 deletions(-)

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-# SupaPaste
+# The Carrier Bridge
 
-Chrome extension that connects to NowCerts and intelligently auto-fills insurance carrier websites with client data, including SupaPaste, notes, documents, and quick-pay tools.
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+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
+- Email
+- 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)
+
+1. Clone this repository
+2. Go to chrome://extensions
+3. Enable Developer Mode
+4. Click "Load Unpacked"
+5. 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
+
+---
+
+## ⚠ Disclaimer
+
+This tool interacts with NowCerts via official API endpoints.
+Use only in compliance with your agency’s policies and NowCerts terms of service.
+
+---
+
+## 🏗 Built For
+
+Insurance agencies that:
+- Quote frequently
+- Hate repetitive data entry
+- Want speed and efficiency
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