In-Good-Order Review

Map Stello × American LifePrivate demoSimulated · Sample data · No live model calls

Check every service form against your rules, and draft the letter when it fails.

5 auto · 1 human

Live run · Spousal consent missing

Service inbox

4 forms to review

Beneficiary change · Tucson, AZEmail · customerservice@ · 8:12 amDEMO-BEN-2231.pdfWaiting

Beneficiary change · 7 beneficiariesFax · 402-489-8295 · See attached pageDEMO-BEN-2236.pdfWaiting

Ownership change · To a trustMail · NotarizedDEMO-OWN-1187.pdfWaiting

Letter of instruction · Stop paymentsEmail · inforceservices@DEMO-LOI-3302.pdfWaiting

What the agent checked

Beneficiary Designation, emailed today

1 of 4 fails

RuleThe formWhat Arizona needsResult

Primaries2 childrenAnyPasses

Percentages50 / 50Total 100Passes

SpouseNot listedSole primary, or signsPasses

ConsentLeft blankSigned, or 'No current spouse'Fails

Not in good order

Every number adds up. The spouse still has to sign, because the owner lives in Arizona and the spouse is not the sole primary.

Consent missing · Letter drafted

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The workflow, step by step · 5 auto · 1 human-in-the-loop

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