§ 01Access
Passwordless access.
Applicants sign in with a one-time secure link — no account to create, no password to forget.
The people outside your walls get a front door, too.
A branded, passwordless portal where applicants and claimants track status, see exactly what’s outstanding, upload what’s needed, and get their decision explained — while every action lands on the same governed case your team operates.
§ 02Status
Status and requirements, in plain language.
The portal shows where the case is, a clear checklist of what's still outstanding, and a secure upload for each requirement. When the upload arrives, the case resumes automatically — no email ping-pong.
§ 03Decision
Decision, explained.
When a decision is made, the applicant sees the outcome with a plain-language explanation and — where relevant — the issued policy or document delivered straight to the portal.
§ 04One record
One case, two front doors.
The applicant portal and your operator surface read the same case. Nothing the applicant does lives in a separate system — it's the same governed record, the same audit trail.
§ 05AI intake
The intake conversation, run by an assistant.
On the public site, an AI assistant conducts the whole intake: it asks the qualifying questions, answers the applicant's, and — once there's enough — submits a structured case, ready to run. Applicants who'd rather type into a form can; both front doors land on the same governed case.
It runs live in the self-submitted term-life demo: a first conversation on a website becomes a policy in force, with no internal handoffs.
Assistant
Asks, answers, then submits
Form
Same case, either front door
Output
A structured, running case
Proof
The self-submit demo
§ Next step
From first inquiry to policy in force — entirely self-served.
The self-submitted term-life demo runs the whole portal flow end to end: an applicant tracks status, uploads what's outstanding, and gets the decision explained — on the same governed case the operator surface reads.