Custom CRM for Enamorado Insurance Company — Medicare/Medicaid agency operations, pipeline, renewals, commissions, and enrollments.
| Layer | Technology |
|---|---|
| App | Next.js 14, React 18, TypeScript, Tailwind |
| Data / Auth | Supabase (Postgres + RLS) |
| Hosting | Vercel — website on apex domain, CRM on crm. subdomain |
| Automations | Zapier webhooks (HIPAA Path B payloads) |
| Path | Purpose |
|---|---|
website/ |
Public marketing site — Vercel root for apex domain |
app/ |
CRM application — Vercel root for crm. subdomain |
workflows/ |
Operational runbooks (renewals, enrollments, launch) |
workstream-b/ |
Commissions, renewals, Zapier specs |
CLAUDE.md |
AI agent project instructions (Claude Code, Cursor, etc.) |
AGENTS.md |
Index of skills in .agents/skills/ |
happycapy/ |
Happy Capy.ai entry prompt |
handoff/ |
Launch, UAT, and onboarding checklists |
user-guides/ |
Admin and agent guides |
docs/ |
Deployment and RLS smoke tests |
01-Project-Scope.md … 07-*.md |
Project planning documents |
cd app
npm install
cp .env.local.example .env.local
# Fill Supabase URL, keys, CRON_SECRET, optional ZAPIER_* webhooks
npm run devApply SQL migrations in order from app/supabase/migrations/ (0001–0004).
See app/README.md for CRM setup and docs/deployment-domains.md for dual-domain Vercel + SiteGround DNS.
Path B: No full SSN, Medicare/MBI, or Medicaid IDs. Member ID last-4 only. Zapier payloads exclude DOB, phone, email, and address. See workflows/HIPAA-Data-Handling-Flow.md.
| Tool | Start here |
|---|---|
| Claude Code / Cursor | CLAUDE.md + .agents/skills/ |
| Happy Capy | happycapy/MASTER-PROMPT.md |
| Status after sessions | STATUS.md |