§ 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.
§ 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.