@coverdash/bor-upload

Coverdash Broker of Record (BOR) Upload Component for partner integrations. This component provides a drag-and-drop interface for uploading existing insurance policies to transfer broker management to Coverdash.

Installation

npm install @coverdash/bor-upload
# or
yarn add @coverdash/bor-upload

Usage

import BORUploadComponent from "@coverdash/bor-upload"
import "@coverdash/bor-upload/lib/cjs/styles.css"

function App() {
  return (
    <BORUploadComponent
      env="uat" // or "production" or "staging"
      businessId="your-business-id"
      onUploadComplete={(success, documentId) => {
        console.log("Upload complete:", success, documentId)
      }}
      onClose={() => {
        console.log("Component closed")
      }}
    />
  )
}

Props

• businessId (required): The business ID to associate the BOR document with
• env: Environment to use ("production", "uat", or "staging")
• styles: Custom CSS styles for the iframe container
• allowScroll: Whether to allow scrolling in the iframe
• hideChat: Hide the chat widget
• autoResize: Automatically resize the iframe based on content
• source: Source identifier for tracking
• hideScrollbar: Hide the scrollbar
• onUploadComplete: Callback when upload is complete, returns success status and optional document ID
• onClose: Callback when the component is closed

Development

# Install dependencies
yarn

# Start the example app
cd example
yarn
yarn start

# Build the package
yarn build

Publishing

The package is published to npm via GitLab CI when pushing to the release_prod branch.

Build Process

The build process uses the copy-files script to copy components from example/src/components to src/components before building. This allows you to develop in the example app and have changes automatically copied to the package.

BOR Process Flow

1. Customer uploads their current insurance policy document
2. AI extracts relevant fields (policy number, carrier, etc.)
3. System generates new BOR PDF with extracted data
4. Document is automatically signed on customer's behalf
5. Coverdash becomes broker of record, earning renewal commissions