8-Stage Pipeline
From First Contact to Policy Issued — Automated
Every insurance request follows a structured 8-stage lifecycle.
Awaiting Documents
Agent creates a request and sends the customer a unique upload link via WhatsApp or email.
Documents Received
Customer uploads all required documents from their phone. Agent is notified instantly.
Under Review
Agent reviews each document individually — approves or flags with a note.
Re-upload Requested
Customer receives a targeted re-upload request for only the flagged documents.
Quote Sent
Agent uploads quotes from one or more suppliers. Customer receives notification.
Quote Accepted
Customer compares quotes and accepts online. Agent notified immediately.
Policy Issued
Agent uploads the issued policy document. Customer can download directly.
Sold
Request closed. Full audit trail preserved. Reported in analytics.