Try the platform
Work as a sample agent. Or open the business below. You do not need to sign in.
The live demo
A fictional firm with its staff, clients and work already in place. You use it as one of its people.
The professional's workspace
Work in a fictional firm as one of its staff. See Today, clients, work and messages.
What your client sees
See the portal and documents as a household that works with that firm.
We email you a link that signs you in. There is no password. Privacy notice
Example cases
Each example is a fictional household or business. The work is already done. Open one to see each panel, the saved results and the pages it makes.
Commercial Insurance
Underwriting
An electrical contractor
The risk interview and the business answers to review. Those answers set up the appetite check, which shows if the risk fits what insurers want.
Open this example
Start with your own facts
An empty case for a household or business you describe. It starts with a few short questions.
Start with your own facts