The Workbench is the internal tool PUs live in. The Agent Portal is the external-facing side — how applications get into the system in the first place. Below: the agent experience, future bolt-ons on the roadmap, and how all three apps connect end-to-end.
The agent never sees the Workbench. They sign into their branded agency portal, walk through a 4-step application form, and track submission status from their dashboard. The DAIS questions step (shown at right) is the most technically interesting — questions fetched live from DAIS, deduplicated across selected products, with conditional follow-ups revealed based on answers. Drafts auto-save every 30 seconds and expire after 30 days.
Auto-screen every named insured against U.S. Treasury sanctions list at submission time. Cleared / Potential Match / Blocked status badge on each submission.
Replace manual PU claim with rule-based routing: round-robin, workload-balanced, or product-specialty. Admin configures mode, availability toggles per PU.
Relationship view showing which agents/agencies are linked to which company records. Duplicate detection banner when the same insured is submitted through different agents.
Internal pre-rate before going to DAIS. Gives PUs an estimated premium range with confidence score, letting them triage out-of-budget deals before spending DAIS quote cycles.
Full policy lifecycle in-house: issuance, endorsements, renewals, cancellations, audits. Policy dashboard, document vault, renewal workflow with 90/60/30-day reminders. Build vs. Buy decision.
Self-service portal for the insureds themselves (not agents). View active policies, download certificates of insurance, request endorsements, report claims, manage renewals.