Go-to-market engineering · Sample data
Two back-office agents for American Life.
Both work on the paper behind every customer request: service forms and new applications. Both check the rules you already wrote down, and each ends at a named person’s decision.
In-Good-Order Review
Checks every service form against your rules the moment it arrives, and drafts the letter when it fails.
Demo · Forms arrive by email and fax
New Business Intake
Checks each new application against the product's rules, and chases what is missing with Suitability, Transfers, and the agent.
Demo · Reads FireLight and paper applications