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Agent
Overview
AI Risk Engine
Sales Engine
Tools
CRM
Client Tools
📊 Executive Dashboard
Your underwriting command center with case volume, readiness, urgency, and recent activity.
Saved Cases
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0
All saved reviews
Urgent / High Risk
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0
Need fast follow-up
Avg Readiness
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0%
Submission confidence
Top Carrier
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—
Most frequent in history
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Case Breakdown
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Recent Activity
Total Cases
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0
All time
Approved
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0
In force
Pending
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0
Active pipeline
Commission
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$0
Est. annual
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AI Risk Engine
Client Context
Age
Annual Income
Dependents
Goal
Smart Templates
Homem 48a, fumador, diabetes
Term Life $250k
Mulher 35a, saudavel
IUL $100k
Mulher 67a, pressao alta
Final Expense $15k
Homem 52a, diabetes controlado
Term $200k
Running AI Risk Evaluation...
Reading profile Checking conditions Matching carriers Generating advice
🏢
Carrier Match
Smart Templates
Homem 55a
Anuidade reforma
Casal jovem
Protecao + poupanca
Comparing carriers...
Reviewing profileChecking MoOChecking NLGRanking
🔄
Replacement Analysis
Primerica Term
NLG IUL replacement
Analyzing replacement...
💬
Sales Script Generator
Smart Templates
WhatsApp PT
Nao precisa de seguro
Follow-up PT
Sem resposta
Telefone EN
Empresario, IUL reforma
WhatsApp Crioulo
Primeira abordagem
Writing your script...
UnderstandingOpeningMessageObjection handler
🤝
Objection Handler
Smart Templates
PT - Seguro no trabalho
PT - Vou pensar
Crioulo - Dinheiro perdido
EN - Too young
Crafting response...
📚
Training Mode
Smart Templates
O que e um IUL?
Term vs Whole Life vs IUL
Classes de underwriting
Processo NLG completo
Preparing explanation...
✅
Document Checklist

Select carrier and product above to see the checklist.

💰
Commission Calculator
Active Cases
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0
In pipeline
Applied
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0
Awaiting decision
In Force
✅
0
Active policies
Est. Commission
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$0
Annual estimate
📊
Client Pipeline

No clients yet. Click + Add Client to begin.

📁
Case History

No saved cases. Click + New Case or save from the Risk Analysis tab.

Client Intake Form
Experior Financial Group
👤
Personal Information
👪
Parents - Family History
Mother
Father
Step 1 of 7
🎯
Protection Quiz
🎯
Find Your Best Protection Plan
Answer 5 simple questions and receive an educational recommendation for the protection plan that may fit your goals and situation best.
⏱
Under 2 minutes
🔒
No personal info required
🎓
Educational only
🧠 AI Case Review
One smart workspace for underwriting emails, portal notes, screenshots, scanned forms, and PDFs. Now with Smart AI Review inside this panel and local fallback protection.
Smart Intake Mode
Paste the underwriting message, and optionally upload a PDF or screenshot. The system auto-detects whether the review is message-based, document-based, or hybrid.
Auto-detect + local fallback
📧
Underwriting Message / Portal Note
⬆
Upload Document (Optional)
📋
Drop your file here
Optional: PDF, screenshot, scanned form, or delivery receipt
🌍
Output Language
🧠
No analysis yet
Paste an underwriting message, upload a document, or use both to generate structured case guidance.
⚙️
Workspace Settings
Saved locally in this browser.
🔒 Security Status — Prototype Mode
Login: SHA-256 hashed · Session: 30-min timeout · Lockout: 3 attempts · Note: client-side only (prototype)
👥
Agent Management
Add New Agent
🔑
Change My Password
📋
Access Log

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