DemoDemo Environment — all customers, addresses, jobs, financials and communications shown are fictional.
Boerne 96°F · 20% rain (demo)
Feedback
Demonstration data. Supplement values, carrier responses and AI findings are simulated and require human review before submission.
Escalation rules
Automated follow-up cadence and alerts. Changes are simulated.
First follow-up if no carrier response
Remind assigned employee
business days
Second follow-up
Task assigned employee + notify supervisor
business days
Manager escalation
Escalate to supplement manager
business days
Executive alert for high-value supplements
Notify executive team · over $25,000
business days
Accounting alert when approved but unpaid
Notify accounting for collections
days
Estimator alert when documentation incomplete
Notify estimator of missing evidence
days
Revision task when carrier requests more information
Create revision task
days