Multi-Tenant Insurance BI Platform by Toolshed (Data, Automation, AI Agents, Framer, Retool)Multi-Tenant Insurance BI Platform by Toolshed (Data, Automation, AI Agents, Framer, Retool)
Retool Multi-Tenant BI Platform & Dynamic AI Workflow System
Challenge
HomeSpark possessed rich consumer home data—ranging from 3D LiDAR property scans and appliance maintenance schedules to AI assistant chat sessions—but lacked a B2B analytics platform to package and sell to home insurance carriers.
Engineering faced severe delivery constraints as backend endpoints (Tinybird API and FastAPI services) were evolving in parallel, frequently returning empty or placeholder data. Furthermore, the platform required strict multi-tenant data isolation, resilient auth token handling, and custom 3D viewer components embedded within Cloudflare Pages SPA routing to deliver flawless investor presentations.
Goal
To build "Sentinel," a multi-tenant B2B business intelligence and workflow platform in Retool for home insurance carriers, featuring strict tenant data isolation, dynamic AI outreach drafting, and resilient fallback data logic.
The objective was to convert raw 3D scan data into actionable risk metrics, ensure zero UI crashes during backend changes, enforce Row-Level Security (RLS), and embed the application seamlessly into HomeSpark’s React architecture.
Our Contribution
Transformer-Level Fallback Resilience: Engineered fallback logic across Retool query transformers so whenever parallel backend endpoints returned incomplete data, the UI rendered structured demo data without breaking.
Multi-Tenant Row-Level Security (RLS): Enforced tenant isolation across all query layers using brand_id as the primary key, restricting insurance carriers to their own portfolio analytics.
Dynamic Retool AI Workflows: Integrated Retool AI to generate real-time outreach copy ("Contact Homeowner", "Escalate to Agent") and automated trend summaries based on live alert parameters.
Custom React 3D Model Viewer & UI Components: Built custom React UI modules matching Figma designs, including Key Item Alerts tables, image comparison sliders, and interactive 3D LiDAR Model Viewers with "Frame on Tap" controls.
Cloudflare Pages SPA Embedding: Integrated the Retool web app inside HomeSpark's React wrapper on Cloudflare Pages, configuring routing proxies to resolve deep links cleanly.
Overview of Project Success
Toolshed successfully delivered a four-surface intelligence suite covering Platform Analytics, Policyholder Profiles, Risk Analytics, and AI Settings. Built-in RLS and graceful fallback logic allowed HomeSpark to run live investor demos with real-time AI capabilities and strict data security.
Built a multi-tenant insurance BI platform in Retool with React custom 3D model viewers, brand_id Row-Level Security, and dynamic AI outreach drafting.