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Demo with fictional data. Nothing is sent, no carrier is connected, and no coverage is bound.

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Everything waiting on a licensed broker. Each approval says what it does and what it never does.

Pending Approvals (5)

This demo has no login. This selector is a labeled demo role, not authentication. The server decides what each role may do.

Simulate a mock portal submission for Thistlewhip Joinery (fictional)

Portal Submission Simulation for Thistlewhip Joinery (fictional), CV-0144

Pending
What Approval Does
Runs the fictional mock portal and logs every simulated operation.
What It Never Does
No real carrier is contacted. It never binds, enrolls, signs, pays, cancels or contacts anyone.
Covers Packet And Evidence

Case version 21, packet 5b26fd07880b411a88b1104561792c5447e303f575bd604599e4b428b61a7fff

No evidence references recorded.

AI agents do not write below this line

Record Fictional Carrier C as the broker recommendation for Thistlewhip Joinery (fictional)

Recommendation for Thistlewhip Joinery (fictional), CV-0144

Pending
What Approval Does
Records this fictional quote as the broker's recommendation on the comparison. It replaces any earlier recommendation, and the audit keeps the history.
What It Never Does
It does not accept the fictional quote or tell the client. It never binds, enrolls, signs, pays, cancels or contacts anyone.
Covers Packet And Evidence

Case version 23, packet 58189744f99b21af19ebe749ced705352d8575a6bfae1a0c0963df2d2953662d

  • Source: Fictional Carrier C package quote, See comparison cells

AI agents do not write below this line

Record Fictional Carrier D as the broker recommendation for Thistlewhip Joinery (fictional)

Recommendation for Thistlewhip Joinery (fictional), CV-0144

Pending
What Approval Does
Records this fictional quote as the broker's recommendation on the comparison. It replaces any earlier recommendation, and the audit keeps the history.
What It Never Does
It does not accept the fictional quote or tell the client. It never binds, enrolls, signs, pays, cancels or contacts anyone.
Covers Packet And Evidence

Case version 23, packet 58189744f99b21af19ebe749ced705352d8575a6bfae1a0c0963df2d2953662d

  • Source: Fictional Carrier D package quote, See comparison cells

AI agents do not write below this line

Simulate follow-up send for Thistlewhip Joinery (fictional)

Follow-Up Send Simulation for Thistlewhip Joinery (fictional), CV-0144

Pending
What Approval Does
Records a simulated send labeled "SIMULATED: nothing was sent".
What It Never Does
No message leaves this system. It never binds, enrolls, signs, pays, cancels or contacts anyone.
Covers Packet And Evidence

Case version 24, packet 08325caf193df79b3c061d1ef95a6565dc2e2fe78c70a69124601f4056a5218e

  • Field: Target jurisdiction

AI agents do not write below this line

Simulate follow-up send for Quillstone Row Lofts (fictional)

Follow-Up Send Simulation for Quillstone Row Lofts (fictional), CV-0145

Pending
What Approval Does
Records a simulated send labeled "SIMULATED: nothing was sent".
What It Never Does
No message leaves this system. It never binds, enrolls, signs, pays, cancels or contacts anyone.
Covers Packet And Evidence

Case version 15, packet 1cb2e8c1eff5f6b9ad708b16bf7215a748b8812d1ecc2b10c5a2797141c221cd

  • Field: Rebuilding cost estimate
  • Field: Current carrier
  • Field: Effective date
  • Field: Current premium
  • Field: Needs
  • Field: Decision-maker role
  • Field: Target jurisdiction

AI agents do not write below this line

Decided approvals stay on each case's Approvals section and in the Audit log.

Open Tasks (6)

Most of these are work the broker does offline, with the client or a carrier. This demo records them and does not track them further. Each row says whether anything here closes it.

TaskCaseAssigned ToStatus And HandlingEvidenceCreated
Resolve conflict on Enrolled employees

The document states 33, and the record holds 31. Nothing was overwritten. A broker must resolve this.

Lanternfield IT Staffing, CV-0142Designated licensed brokerOpen

Use a value on the Record tab. This task closes when the broker picks one.

  • Source: Lanternfield premium invoice (fictional), Invoice p. 2, enrolled employees
Client tried to volunteer health details

This is a category marker only and no content was received. The broker follows up offline on a safe route.

Moonwick Household (fictional), CV-0143Designated licensed brokerOpen

The broker handles this offline. This demo records it and does not track it further.

  • Event: Structured signal
Premium evidence mismatch for Quillstone Row Lofts (fictional)

Evidence does not reconcile: Paid 4100 is less than the 6825 due. No money moves here. A person handles any payment offline.

Quillstone Row Lofts (fictional), CV-0145Designated licensed brokerOpen

Closes when the broker signs off on evidence that reconciles. Any follow-up happens offline.

  • Source: Premium cancellation notice (fictional), Notice p. 1, summary box
  • Source: Lender record, matching (fictional), Lender letter p. 1
  • Source: Broker record, matching (fictional), Broker file p. 2
  • Source: Payment record, mismatching (fictional), Payment ledger p. 1
90-day renewal window for Lanternfield IT Staffing

Renewal is 87 days out, inside the 90-day window.

Lanternfield IT Staffing, CV-0142Designated licensed brokerOpen

Follows the demo clock and closes when the renewal leaves this window. The renewal work happens offline.

  • Field: Renewal date
  • Event: Clock tick
Find the renewal date for Moonwick Household (fictional)

The renewal date is unknown.

Moonwick Household (fictional), CV-0143OperationsOpen

Closes on its own once a renewal date is on the record.

  • Field: Renewal date
  • Event: Clock tick
60-day renewal window for Quillstone Row Lofts (fictional)

Renewal is 34 days out, inside the 60-day window.

Quillstone Row Lofts (fictional), CV-0145Designated licensed brokerOpen

Follows the demo clock and closes when the renewal leaves this window. The renewal work happens offline.

  • Field: Renewal date
  • Event: Clock tick