Blog
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10 Nov 2026
Two people have to agree before a claim is settled
Shield is our system for small insurance brokers. Here is a claim walked from first notice to settlement on its sample data, including the one step nobody can do alone.
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5 Nov 2026
Your property list is already in a spreadsheet. The new system should start from it
Moving to a new property system shouldn't mean retyping what you already have. Here is how an import can read your spreadsheet, show you what it found, and save nothing…
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3 Nov 2026
We counted every dropdown in the system before changing one
A client asked for one search filter to be easier to use. Before copying the fix everywhere, we checked which of the system's 169 dropdowns actually needed it.
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1 Nov 2026
What are best practices for tracking calls and logged interactions?
Keep the record tied to the customer, make logging cost almost nothing, and be clear about what gets written down automatically and what doesn't.
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31 Oct 2026
What is custom CRM development?
Custom CRM development means building a customer system around the way your business already works, instead of bending your business around someone else's. Here's when that is worth doing and…
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29 Oct 2026
What we took out of our portal so clients find what is left
Our client portal now opens on where your work stands, because we measured what people actually used and took the rest out.
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27 Oct 2026
An SLA clock that stops when the ticket does
A service-level report is only useful if a manager can check any line of it against the ticket it came from. Here is how Beacon records the time that matters,…
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22 Oct 2026
Patched overnight, checked by lunchtime: how we handled this week’s PHP flaw
A serious PHP flaw went public a day before its fix. This is what we did between the fix landing and Thursday lunchtime, and what you should expect from whoever…
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21 Oct 2026
Awaab’s Law phase 2: what your records will need to show
From 30 November the deadlines are due to cover far more than damp and mould. Here's what a social landlord's records need to hold to prove each one was met.
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16 Oct 2026
The agent that builds never reviews its own work
How Moonfive uses AI agents to write code, and the separate checks every change has to pass before it gets near a client's live system.