How we think about self-hosting, permissions, and data portability for insurance brokerages — and the reasoning behind the choices in the product.
One mechanism does backup, server migration, and vendor exit. Here's what's actually inside a NodaBroker snapshot and how re-encryption at import makes it safe to move.
None, View, Edit, Full — and a separate layer of superuser flags above it. How module-level permissions and team isolation actually fit together.
Every other broker CRM on the market wants your client book sitting in its database. Here's why NodaBroker runs on your own server instead, and what that actually buys you.