Broker · Gulf Shield Brokers (fictional)/No census loaded
DraftDemo data
  1. 1Census
  2. 2Rate
  3. 3Underwrite
  4. 4Quote
  5. 5CRM sync
Census-to-Quote Automation

Census intake

CSV or XLSX with any column names. Every fix is shown with its confidence; low-confidence rows are flagged, not hidden.

Fictional sample files

Paste rows from a spreadsheet or email

Medical declarations & documents

Bulk upload
No census yetLoad a sample to see cleaning, banding and eligibility.
Live Plan Configuration & Re-Rating

Configure & rate

Every lever re-rates the whole group instantly, using the same engine as the API.

0%10%20%30%
Annual group premium
—
Illustrative demo rates, not Cigna rates.

Per-member premium

What each lever costs

Versus base: Standard network, 10% co-pay, 500K limit, UAE, no maternity, employees only.

Underwriting triage

Underwriting

Transparent rules auto-clear cases with no risk question; genuine exceptions go to a human underwriter with reasons attached.

Rules decision

Underwriter queue

Quote Lifecycle Orchestration

Quote lifecycle

Versions, expiry, mid-term changes and renewal are tracked; every change produces a Salesforce write-back payload (simulated).

No quote yet

Load a census and issue a quote to start its lifecycle.

    Salesforce outbox (simulated)

    { }
    Reporting dashboards

    Reports

    Pipeline, conversion, turnaround and underwriting exceptions, updating live as you work. History is 40 fictional quotes plus your session quotes; turnaround is modelled, not measured.

    Live ·

    Funnel by stage

    Avg time in stage (hours, simulated)

    Stall reasons

    Conversion by book

    Turnaround distribution

    Underwriting exceptions

    Quotes

    Session quotes first, then synthetic history
    Compliance & trust

    Compliance

    Designed for UAE health, insurance and data-protection rules. Not certified or approved by any regulator; legal review required before production.

    Data residency

    Design option · not deployed

    Regulatory design controls

    Requirement → source → control → what this demo shows

    UAE data residency

    Production design: census and health data processed and stored in a UAE region, aligned with the UAE PDPL and DHA / DoH data rules. This public demo runs on Cloudflare with fictional data only and stores nothing server-side.

    PII masking & minimisation

    Names masked by default; Emirates ID and passport numbers never needed for rating; medical declarations visible to the underwriting role only.

    Consent, retention & deletion

    Session data expires automatically after 24 hours. You can delete it now.

    Audit log · this session (hash-chained)

    Sources (accessed 30 Oct 2026)

      Individual book · same engine and API

      Individual quote

      One applicant, optional family, instant price. The same rating engine, underwriting rules, lifecycle and CRM sync as SME, so both books scale on one platform.

      Annual premium · individual
      —
      Illustrative demo rates, not Cigna rates.

      Extension points

      Contracts are defined in the API; payment and issuance are a later phase.
      Bulk document upload

      Documents

      Drop census files, medical declarations and supporting documents together. Each file is checked, classified, routed and linked to the quote.

      Upload queue

      100% digital · API-first

      Integrations & API

      Every step hands data to the next system by API, so nobody retypes anything. Salesforce, rating and policy-admin targets are simulated in this prototype.

      OpenAPI 3.1

      Data flow · zero re-keying

      Targets simulated

      Salesforce object mapping

      Financial Services Cloud insurance objects

      Adapters

      Outbound payload preview

      
  
      Idempotent event outbox
      At-least-once delivery; each event carries an idempotency key, so a replay is recognised and ignored instead of creating a duplicate in Salesforce.
      
 
      
 
      API endpoints