Quickfire AMS (Openfire 1.1.0)

Primer

Quickfire is an insurance agency management system for independent P&C brokers. Openfire is the open source edition, now fully refactored as of 1.1.0 for a cleaner architecture, faster iteration, and a stronger foundation for plugins and automation.

Take a Quick Video Tour

Editions

Openfire is the open source core framework of Quickfire and is focused on workflows. The fully featured, closed source versions are available now:

• Quickfire and Quickfire Pro: Production-ready, fully featured builds at https://quickfireams.com

Scope

• Track and manage clients, contacts, addresses, locations, policies, carriers, and more with a modern, fast UI
• Consolidate your APIs to track payments, phone calls, leads, documents, and forms in one place
• Use OpenAI integration to build custom prompts for data entry, summaries, and workflows
• Centralize renewals, quotes, leads, and submissions with clear next actions
• Assign tasks, set goal dates, and keep carrier and MGA notes organized
• Store policy data (limits, rates, coverages) and include endorsements on certificates
• Issue, store, and edit certificates, PDFs, and applications with a built-in editor
• Talk to your data in natural language to unlock bleeding edge insights and time savers
• Spawn background workers to handle follow ups, perform routine duties and more

Loadout

• ASP.NET Core 10
• Blazor (Server Side Interactivity)
• Entity Framework Core
• Microsoft FluentUI
• SyncFusion Blazor
• Outlook Interop
• SQL Server and SQLite

Triggerfinger

Ready, Aim, Fire...

1. Clone the repository:

   git clone https://github.com/flashvenom/Quickfire.git
   cd Quickfire

2. Run build-installer.bat to build a desktop/SQLite installation or set up your SQL Server database (optional): Create a .env file with your database connection string. Not providing a string will default the system to use a local SQLite database.

   DEFAULTCONNECTION={CONNECTIONSTRING}

   You must exclude either the Data/Migrations (SQL Server) or the Data/MigrationsLocal (SQLite) folder in your solution.

3. Enter a SyncFusion License Key and OpenAI API Secret: Register at syncfusion.com and get your free SyncFusion license key, then add your SyncFusion license and OpenAI secret to the .env file.

   SYNCFUSION={LICENSESTRING}
   OPENAI={APIKEY}

4. Apply migrations:

   dotnet ef database update

5. Run the application to seed initial data:

   dotnet run

Line of Fire / Version History

Openfire 1.1.0 - 2025-11-11

• Major refactor and solution restructure
• Clearer project boundaries and services for faster development
• Expanded plugin system foundation and integration points
• Database flow and seeding cleaned up for local or production use
• UI polish and layout consistency improvements

v1.0.1-alpha - 2025-01-24

• ALPHA preview release merged from a private branch
• SQLite database for local and Desktop app use
• Accounting screen for invoicing and tracking costs
• Global profile screen with system settings stored in database
• SMARTpaste for extracting data from text blobs into forms
• Attachments stored locally, on a network drive, or on Azure Blob
• Centralized details tab for client and policy data
• Leads tracking and prioritization
• Outlook interop search and workflow integrations
• RingCentral call lookup and click-to-dial support
• Custom Trigger component for mailto/tel/hyperlink actions
• Custom SmartPaste component for lead and client forms
• .NET 9 migration and component reorganization
• Plugin system groundwork

v0.1.0 - 2024-10-17

• Leads management, RingCentral webhook, CRUD foundation
• Forms tab with PDF manipulation and JSON storage
• Identity-based auth and renewal center workflows
• Homepage task templates and workflow tracking