Heysen documentation
Heysen is a multi-tenant SaaS platform for US life-insurance brokerage agencies. An agency signs its agents into one product; the agents sell through carriers; the platform keeps the agency’s agents, clients, policies, commissions, and payouts in one place instead of in spreadsheets and separate carrier portals.
This site has two halves:
- Documentation (what you are reading) — the operator and agent handbook: sign-in, the agent app, how a commission number is produced, how source data is delivered, and what to check before you act on a number.
- The blog — longer engineering notes on how the platform is built and why specific rules exist.
The surfaces
Section titled “The surfaces”| Surface | Who uses it | What it is for |
|---|---|---|
| SaaS Admin | agency back office | agents and teams, clients, policies, commissions, payouts, CRM, data access |
| Platform Admin | Heysen platform operations | tenants, tenant-level settings, platform configuration |
| Agent app (H5) | licensed agents and members | policies, clients, commission detail, promotion progress, tasks, trainings, invite, check-in, AI assistant |
| API | every surface above | one backend for all of them — no surface has its own private copy of the data |
Every surface reads the same tenant data through the same backend. That is deliberate: one agency should never have to reconcile two products against each other.
Who this handbook is for
Section titled “Who this handbook is for”- Agents — start with Signing in and Understanding your commission.
- Agency operators and back-office staff — start with The agent app for context, then Agent onboarding and mapping and Before you trust a number.
- Partner engineers and integration owners — start with The daily feed, versioning, and freshness.
The rule that shapes everything else
Section titled “The rule that shapes everything else”Heysen does not invent financial numbers. Commission figures come from an approved source, and every screen that shows one can tell you which source produced it. Where the platform cannot know something — a policy whose owner of record is still being confirmed, a day whose delivery has not arrived — it says so instead of showing a zero and letting you guess.
If you read only one page here, read Understanding your commission. It explains the label that answers most “why is this number what it is” questions.