
A 1035 exchange that chases, waits, and hands off when it should
Three exchanges, one fifteen-step process. The platform does the chasing; people make the decisions. Okafor arrives complete and goes straight through: suitability reviewed and decided by a real person, the carrier transfer request approved and sent, the contract issued, the register written back. Halvorsen’s disclosure arrives unsigned: the platform finds the missing signature, drafts the request to the producer, a person approves it, the corrected document comes back through a secure link, the owner signs for real, and the case issues. Salazar’s ceding carrier never answers: four reminders go out on the policy cadence, the request is escalated to a person on two real surfaces, and the case is closed by a real person typing “Approved” in Microsoft Teams.
On the recordFictional identities; all outbound email routed to one stand-in inbox; the signature ran against a real e-signature provider; the chat exchange was a real person at the keyboard. One gap named on the page: after the Teams close, the same case briefly still showed the underlying request as open on another screen, found and fixed the same day. Not yet shown: the inbound requirements letter arriving in a real mailbox (deferred to the next run).
Some screens shown here are from the current development build; the hosted demo environment is one release behind.









