About

SuperAgent is a professional tool for record keeping and comfortable business process management in any field.

The app combines flexible reports, calculation automation and availability on popular operating systems and devices.

Origin

The app started around my real work as an insurance agent, with a database structure and relationships refined over many years. A large insurance portfolio requires accurate and convenient accounting, and above all it helps keep work timely and gives visibility into income for years ahead.

This led to SuperAgent, an independent solution adapted to real business processes, configurable across platforms, free from third-party service limits and ready for multi-user cloud work.

SuperAgent can automate work in any field, but what does it solve for an insurance agent?

SuperAgent covers the full workflow with clients and contracts:

• client and holding company database
• insurance contract tracking
• separation of contracts by insurance company
• payment and debt control
• automatic commission calculation
• creation and control of payout statements
• overdue payment and financial metrics tracking
• analytics for clients, contracts and income

Main workflow:

Client -> Contract -> Payments -> Commission -> Statement

Key Features

• Offline-first architecture - the app works without internet access
• Your database file stays on your device plus CSV export/import
• Autosave - no need to remember whether data was saved. It is saved while you fill it in.
• Flexible tables and presets - configurable columns, filters, grouping and tabs
• Automatic calculations:
  • payment statuses
  • commission statuses
  • overdue items
  • aggregated indicators
• Error protection - automatic rules can prevent accidental deletion of a contract that already has payments or other critical mistakes
• Work from several devices as a paid cloud sync feature
• Minimal UI noise - focused on speed and efficiency
• Corporate style - choose your preferred color scheme

Data Approach

SuperAgent uses a lightweight and reliable SQLite database:

• data is stored in a single file
• the file can be copied, moved and archived
• the database remains compact even after years of work

Interface Philosophy

• table for global review
• editing through forms
• fewer clicks
• no unnecessary popups
• fast work and sync

The interface is built for daily work with large amounts of data.

Monetization and Versions

The app uses a transparent model:

• Free - a free base version for individual work with one database
• Pro - a paid version for local work without database count limits, with custom view presets and grouping forms
• Cloud - a paid service for hosting a database copy in the cloud for multi-user work, available for the Pro version

Summary

SuperAgent is not a bulky CRM, but a specialized tool built around real business processes. It combines:

• simple tables
• automation logic
• database flexibility

SuperAgent brings comfort to record keeping.