Demo
A made-up mutual, running for real.
The release we ship, on an invented book. Ask us for a sign-in; we reset it after your visit.
Sign-ins by role
See it as you would use it.
We send you one. Each has work waiting and a walkthrough of the role.
| Sign-in | You will see | Role |
|---|---|---|
| demo.underwriter | Quotes assigned to you | Underwriter |
| demo.manager | Sign-offs and the team's work | Manager |
| demo.adjuster | Today's claims and deadlines | Adjuster |
| demo.finance | Approvals waiting on you | Finance |
| demo.broker | One brokerage's book only | Broker |
| demo.admin | Screens, rules and roles | Admin |
Fifteen minutes
What to try.
Quote and bind
From a blank form, a CSIO application or an old dec page.
Change it
Back-date a change. See it as you knew it.
Bill it
Card on file, household payment.
Report a loss
Reserve, pay, close one part.
Ask the assistant
Watch it wait for your Confirm.
Change a screen
Add a field, test it, publish.
Change a rule
Forecast it, send it for approval.
Read the book
Every count opens its list.
Everything in the demo is invented. Please do not type real personal details into it.