NeitClem Nexus — Agent Dashboard

Retail agent workspace for tracking submissions, viewing broker quotes, responding to revision requests, and communicating with brokers via the Agent Support Chat and per-submission Direct Messages.

NI-2026-PROJ01 Retail Agent Role Support Chat — Socket.io Phase 1

Agent Dashboard with Support Chat 3-column layout

Left: navigation. Center: submission feed with status timelines, quote details cards, revision notes. Right: Agent Support Chat (shared Socket.io support room) + Direct Messages tabs.

Agent Dashboard
Connected
2
3
MS
Maria Santos
Retail Agent
My Work
My Submissions5
New Submission
Revisions1
Communication
Direct Messages2
Agent Support1
Client Messages
Account
My Profile
Settings
My Submissions
All risk submissions filed with NeitClem — live status updates
Total submitted
5
All time
Bound
1
Active policy
Awaiting quote
2
Under review
Revision needed
1
Action required
Active submissions
Springfield Auto Mall — Full Garage
2 DMsQuoted
Submitted May 19 · Garage Liability · ACORD attached
Received
Reviewed
Quoted
Bound
Quote from broker
CarrierMarkel
Quoted premium$46,200
Coverage12 months · $1M/$2M
Eff. / ExpiryJun 1 2026 — Jun 1 2027
$46,200 quoted
Reply to broker View docs
Northpark Dealership Group Revision Requested
Submitted May 17 · Garage Liability
Received
Revision
Reviewed
Bound
Broker note: Please provide updated loss run history for the past 5 years and confirm total fleet vehicle count.
$41,100 target Update submission
Greenfield Motor Works Bound
Submitted May 10 · Bound May 20 · Markel
Received
Reviewed
Quoted
Bound
$29,600 bound Policy: Jun 1 2026 — Jun 1 2027
Communication
Live · Socket.io connected
Support Chat 1
Direct Messages 2
Support room — brokers & agents · last 30 msgs
AE
 Angel E. (Broker) · 9:10
Good morning! Support room is open — any pre-submission questions?
9:12 · You
Hi Angel — for a garage risk with mixed repair + storage, which line should I submit under?
KL
 Kevin L. (Broker) · 9:14
Garage Liability covers both. Include the storage sq ft in exposure detail and note the split in the narrative.
9:15 · You
Perfect! Do I need loss runs at submission or can I add after?
AE
 Angel E. (Broker) · 9:17
Attach upfront if you have them — speeds up review. If not, submit first and we'll request via revision.
New submission — Eastside Fleet (Garage)
KL
 Kevin L. (Broker) · 9:53
Maria — saw Eastside Fleet come in. Looks clean. I'll review this afternoon.
Angel E. is typing...
Agent Support Room · brokers can see this
Figure 3 — NeitClem Nexus Agent Dashboard · Agent 'Maria Santos' · Support Chat active · NI-2026-PROJ01