DT Team Builder

The CRM that runs inside your own Google Workspace

DT Team Builder is a Google Sheets add-on and web CRM for insurance agencies, built by DT TEAM BUILDER LLC.

Your agency owns its data. Client names, policy numbers, premiums, emails, attachments and files are processed inside your agency's Google Workspace and written to your own Google Sheets and Google Drive. We do not copy your client data to our servers.

What it does

Case tracking in Google Sheets

Keeps your CRM sheet up to date as you work: last-update dates, milestone dates, status colors, and the post-delivery checklist — whether you edit the sheet directly or use the web CRM.

Underwriting email and document scanning

When the agency owner turns it on, the add-on reads underwriting-related emails from the carrier and the agency's client folders in Google Drive, and records the requirements and status updates in the agency's own sheet.

Reminders and team workflow

Milestone reminders and daily summaries for your Owner, Front Office and Back Office roles, sent from your own Google account.

How access works

  1. Subscribe and connect. The agency owner connects the add-on to their subscription with a one-time pairing code. This links the sheet to your plan; it does not give us access to your data.
  2. Grant Google permissions. Gmail and Drive scanning only starts after the agency owner grants those permissions to the add-on on Google's own consent screen. The owner can revoke them at any time in their Google Account settings.
  3. Work in your Workspace. Results are written to your sheet and Drive. Our servers only receive license checks and technical counters such as "40 emails scanned", never the emails themselves.

Contact

DT TEAM BUILDER LLC, California, USA · dattran.iaa@gmail.com