§ 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.