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Selected systems and product experiments.

11 products across insurance, home services, fintech, education, and data. Production and pilot systems first. Demos and prototypes are labelled as exactly that, and nothing here pretends to be more mature than it is.

Flagship

Piloted at a Farmers agency on live client data. Compliance lives in the database.

Referral DeskLocked
Insurance · Pilot · Private

Referral Desk

Detects real-estate activity, turns it into opportunities, routes them to producers, and runs follow-up. The private suite is reported as 1,666 checks; 14 helper tests are runnable in the public repository.

  • BusinessLate signals, unstructured follow-up, no attribution.
  • EngineeringCompliance enforced in Postgres: RLS, pre-send trigger gate, append-only log.
  • UseAgency pilot on live client data.
  • Outcome~$10K written premium influenced, across policies closed by two producers.
Read the technical case How the compliance trigger works
Private production data · sanitized code public on GitHub

Core systems

Production, demos, and prototypes, labelled as exactly what they are.

ProWAXLocked
Facilities · Production · Private

ProWAX

Built for the staffing agency whose crew works an Uber facility. Staff tap NFC tags at 88 checkpoints; supervisors see what was done, where, and when.

  • BusinessTask completion was self-reported and unverifiable.
  • EngineeringNFC scan events, tamper flags, supervisor console, hardened PWA.
  • UseIn production; used on shift by the facility crew.
  • Outcome88 checkpoints digitally verifiable.
Private demo
Walkthrough on request
Classroom Narrative AIOpen demo
Edtech · Working system · Approved for Use · Public

Classroom Narrative AI

Standards-aligned K–12 student narratives on pseudonymous aliases, with RLS tenant isolation and an append-only audit log. Approved for use in a Mountain View school district.

Read the technical case Open Guest demo
papalotledu.com · No sign-in needed · opens as Guest
Load DeskOpen demo
Home services · Demo · Sandbox

Load Desk

Manual-J load calculation as a same-day field workflow: measure, capture, calculate, size, report.

  • BusinessManual-J was outsourced, 2–3 weeks per calculation.
  • EngineeringDeterministic calc engine behind a swappable registry; a reported 93-test suite; audit trail.
  • UseOpen sandbox, synthetic data that resets.
  • OutcomeSame-day workflow design; field time savings have not been measured.
Open sandbox
tech@loaddesk.test · demo1234
PolicyPilotLocked
Insurance · Prototype · Private

PolicyPilot

Uploaded quote → structured pricing behind a human approval gate → email, SMS and voice follow-up with buying-intent detection, live-agent escalation, and appointment booking.

  • BusinessQuotes died without structured follow-up.
  • Engineering14-day multichannel sequence behind a 5-check compliance gate; virtual-clock simulator.
  • UsePrototype; demonstrated end to end in the simulator, no real sends.
  • OutcomeFull sequence provable end to end.
Private demo
Insurance Lead EngineLocked
Insurance · Demo · Private

Insurance Lead Engine

One intake for paid leads: Meta and TikTok Lead Ads plus HMAC-signed vendor postbacks.

  • BusinessPaid leads arrive from many sources with messy intake and no attribution.
  • EngineeringHMAC-signed webhook intake, suppression checked before storage, weighted forecasting.
  • UseDemo.
  • OutcomeOne compliant intake with per-source attribution.
Private demo
Public IntelLocked
Data · Prototype · Private

Public Intel

Research platform over public documents: SEC EDGAR, congressional trade disclosures, the Federal Register, USAspending, and openFDA.

  • BusinessMarket research across public documents is manual and unreproducible.
  • EngineeringSix public-data connectors, calibrated scoring, mirror backtests, paper broker only.
  • UsePrototype, local.
  • OutcomeSource-linked, reproducible signal.
Private demo

Product Lab

Builds outside the GTM lane.

HearthlineOpen demo
Fintech · Demo · Public

Hearthline

Mortgage, insurance, title, and closing in one shared workspace. Multi-lender offer shopping and ownership clocks that separate employee time from third-party delay.

Choose a demo persona
Fictional demo personas; no personal credentials
SaulLocked
Legal AI · Demo · Private

Saul

Legal-situation assistant covering all 50 states plus federal statutes. Deterministic triage picks a response register before the model runs.

Private demo
Spotter
Marketplace · Prototype

Spotter

Two-sided marketplace for finding a personal trainer: swipe-to-match, coach profiles, and booking in three taps.

Field DeskLocked
Home services · Demo · Private

Field Desk

Field-service software for HVAC companies: dispatch, jobs, price book, and a payments ledger with checkout links.

Private demo
Let's talk

I look forward to connecting.

Happy to walk through any of these live. Open to GTM Engineer, Growth Engineer, and Revenue Operations roles in the Bay Area, and to a conversation with no role attached.

jaimedaniel03@gmail.com LinkedIn ↗ Back to overview