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Same record, scoped to each role

This is what makes one system work for four people. Pick who is looking.

Viewing as

Client record

Writing agent

Client
Brenda Pruitt(407) 555-0148
SSN, last 4
••• •• 4412
Policy
American Amicable, Senior Choice$63.69/mo
Your advance
$458.57

Jordan wrote this policy, so he sees the whole record and his own pay on it.

Simplified. Admins also tune scoreboard visibility and portal access.

Bring every role onto one system

Tell us about your agency. We will set up your hierarchy so each person sees what they need on day one.