PolicyWellSign in

Investor demo flow

End-to-end Sprint 1 walkthrough: context → onboarding → ingestion → scoring → reasoning → recommendations → human approval → feedback. No production deployment. Sample Mutual of Omaha IUL data included.

  1. 1Sign in as Alex (policyholder)
  2. 2Seed Mutual of Omaha IUL household + verified document
  3. 3Review conversational profile context
  4. 4Open agent workspace — scores, grounded Q&A, timeline
  5. 5Generate advisor/client report + capture feedback