SaaS admin
The agency back office: agents and teams, clients, policies, commissions, payouts, CRM, and data access — everything an operator touches day to day.
Documentation
How Heysen works — for the people who run on it
Heysen is the platform a life-insurance agency operates on: the back office, the agent app, commissions, and the carrier data behind all of it. This site documents what each part does, what the numbers mean, and where to look when something seems off.
One platform
Four surfaces, one set of facts
Operators, agents, and engineers look at the same data through different doors. These are the doors.
Agent app
What each producer sees: their dashboard, policies, clients, commission detail with a monthly trend, promotion progress, tasks, and their AI assistant.
One API behind both
A single backend serves the back office and the agent app, so a number shown to an agent is the same number an operator sees. No second source of truth.
Tenant isolation
Every tenant reads only its own data. Nothing in this documentation asks you to trust that — each claim is backed by what the system enforces.
Start here
Pick the question you actually have
The documentation is organised by what you are trying to do, not by how the system is built.
Getting started for agents
How to sign in, what each tab shows, and what to do on day one.
Understanding your commission
Gross vs net, the three layers a commission number can come from, and why a zero can be legitimate.
Policies, clients, and license holders
Why the agent on record for a policy may differ from the person who earned the commission.
Data freshness and delivery
How carrier data reaches Heysen, what a delivery and a version are, and what “delayed” actually means.
Admin: verifying a number
What an operator should check before trusting a figure — and where the audit trail lives.
Security and tenant isolation
Who can read what, and which endpoints are public by design.
From the blog
Why the system behaves this way
Short write-ups on the decisions behind the numbers — written for operators and engineers, not for search engines.
Common questions
Is this the same as the help centre inside the app?
No. The in-app help answers “where do I click”. This site answers “why does it work this way” — it is the reference we use when explaining a number, a status, or a delay.
My commission looks different from what I expected. Where do I start?
Start with Understanding your commission. It explains the three layers a number can come from, what gross and net mean here, and why pending is not the same as paid. If it still looks wrong, an operator can compare the same figure in the back office — both surfaces read the same data.
Why would a policy show a different agent than the person who sold it?
Some agencies submit business under a small number of licensed holders while the real producer is someone else. Heysen models that difference explicitly: the policy's agent of record and the person who earns the commission are separate fields. Read Policies, clients, and license holders.
How fresh is the data I am looking at?
Carrier and processor data arrives on a daily schedule and each delivery is versioned. When a fresh delivery has not arrived within its valid window, the system is expected to say so rather than quietly show old figures as current. See Data freshness and delivery.
Next step
Read the documentation
Start with the agents' guide if you sell, or with the admin guide if you verify numbers for a living.