An interactive map plots every client, lead, and lost account by address. Filter by producer or type. Search any address with geocoding autocomplete. Click any pin to open a Street View panel with contact info and a direct link to the full record.
Mapped Clients
412
94% geocoded
Active Territories
6
By producer
Top Zip Code
75201
38 clients
Concentration Score
Medium
Well diversified
What it is
A dedicated map page that plots every client, lead, and lost account by their stored address coordinates. It gives you a visual read on where your book of business is located — and lets you navigate from the map directly to any record.
Every record is plotted as one of three pin colors: green for active clients, gray for leads in your pipeline, red for lost accounts. Filter the map by record type (All / Clients / Leads / Lost) or by producer using the dropdown. Search by client name, city, state, or industry — results narrow the map instantly. For navigating to a physical address, type any street address in the search bar to trigger the geocoding autocomplete dropdown, then select a result to fly the map there at zoom 16.
Clicking any map pin slides open a detail panel showing the client's name, type badge, lifecycle stage, address, industry, estimated premium, phone, and email. If a Google Maps API key is configured, the panel loads a Google Street View image of the property. An Open Profile button links directly to the full client or lead record. Selecting a record from the side list flies the map to that pin at zoom 17 with a 55° camera pitch.
Core capabilities
3D building extrusions appear at street-level zoom. Up to 70° camera pitch for a ground-level perspective.
At zoom level 13 and above, building footprints extrude into 3D geometry with up to 70° camera pitch, giving a street-level perspective when you fly to a client address. Navigation controls (zoom, rotation, pitch) sit in the top-right corner. The map defaults to the geographic center of the US on first load and auto-fits to show all loaded pins.
Green pins = active clients. Gray pins = leads in your pipeline. Red pins = lost accounts.
Every client and lead record is plotted using coordinates stored on the record. Pin color maps to lifecycle stage: green (#10b981) for active clients, gray for leads (any pipeline stage from LEAD through QUOTED), and red for lost accounts. The legend at the bottom of the page shows live counts for each type. Pins that share nearby coordinates are individually clickable — no cluster grouping collapses them.
Filter by All / Clients / Leads / Lost tabs, producer dropdown, and name/city/state/industry text search.
Three controls work together: type filter tabs narrow the map to one record category; the producer dropdown isolates one producer's pins; and the text search field filters by client name, city, state, or industry. All three filters compose — selecting a producer and typing a city shows only that producer's pins in that city. Counts on each type tab update as the other filters change.
Type any street address in the search bar — autocomplete results fly the map to that location at zoom 16.
As you type in the search field, a debounced request (300ms) queries the geocoding autocomplete endpoint. Matching addresses appear in a dropdown below the search bar. Selecting a result calls MapLibre's flyTo() function, animating the map to the selected coordinates at zoom 16 with a 55° camera pitch — placing you at street level facing the location. This is independent of the client filter: it navigates to a physical place, not a record.
Click any pin to open a side panel with Google Street View image, contact info, and Open Profile.
Clicking a map pin slides open a detail panel showing an 800×400 Google Street View image of the property. Below the image: client name, type badge (Client/Lead/Lost), lifecycle stage, address, industry, estimated premium, phone, and email. The Open Profile button navigates to the full client record (or lead record for pipeline contacts). Clicking the X closes the panel and returns to the map.
"Show List" button opens a scrollable side panel listing all filtered pins — click any row to fly there.
The Show List button in the header toggles a scrollable side list showing every pin that passes the current filters. Each row displays the pin color dot, client name, city/state, industry, and estimated premium. Clicking a row calls flyTo() at zoom 17 with pitch — centering the map on that pin and opening its Street View detail panel simultaneously. The list and the map are always in sync: applying any filter updates both views at once.
What they don't do
Stop exporting addresses to an external mapping tool that has no connection back to your client records. The map is native to your AMS — Open Profile links directly from the pin.
Replace the informal, memory-based understanding of which producers work where with a visual filter — select any producer to see exactly where their book is located.
Stop scanning a list trying to visualize where clients are. The map shows every record as a pin at its address — pattern recognition happens in seconds.
Stop opening a separate browser tab to look up a client's location before a site visit. The Street View panel loads inline when you click the pin.
Switch between the client list and the lead list to understand your full geographic footprint. The map shows clients, leads, and lost accounts simultaneously — or filter to one at a time.
Click a pin, see the address in the panel, and use the Google Maps link to open navigation — without leaving the AMS to find the address manually.
What it takes off your plate
Reads stored latitude/longitude from each client and lead record. For records without coordinates, falls back to the state geographic center with a small random offset so pins in the same state don't stack.
Debounces address search input (300ms), queries the geocoding endpoint, and renders matching addresses in a dropdown — no manual coordinate entry needed to navigate to a location.
Animates the camera to selected locations using MapLibre's flyTo() — zoom 16 with 55° pitch for address searches, zoom 17 for list item clicks — landing at street level automatically.
Builds the Google Maps Street View image from the pin's coordinates and renders it in the detail panel when a pin is clicked.
Combines type filter, producer filter, and text search in a single useMemo pass — all three update the visible pins in the same render with no separate API calls.
Renders buildings as 3D extrusions at zoom ≥ 13 with camera pitch up to 70° for a street-level view.
A day in the life
8:30 AM
Open the map and select your commercial lines producer from the dropdown. Their 47 client pins cluster around the industrial corridor. Switch to Leads — 9 gray pins scattered nearby, none yet converted in that zip code.
10:00 AM
You have a site visit today. Type the client's address in the search bar — the geocoding autocomplete drops a result, you select it, and the camera flies to the building at street level. Open the Street View panel to confirm you have the right location.
1:30 PM
Filter to Lost. Seven red pins dot the northwest corner of the metro — all lost within the last quarter. Switch to the side list to see names, then click each to open their profile and check the cancellation reason.
3:00 PM
A new producer is joining. Open the map, select each existing producer to show their footprint, then switch to All to show the combined book. She can see immediately where existing density is high and where there's open territory.
4:30 PM
Zoom into the coastal district where your largest commercial property clients are located. Use the side list to scan names and premiums visible at that zoom level before a carrier conversation about renewal appetite.
Daily impact
Pins Loaded
Producer Filter
Street View
Address Fly-To
Interactive map with three-color pin legend, producer filter, address geocoding autocomplete, and inline Google Street View — all connected directly to your client and lead records.