Set Up Live Data Connection — WMC

Demo Controller

Scaffolding for the walkthrough — not part of the shipped product.

View flow

Internal

Structuring, resolution & approvals

Discovery & Quote

Invite → census → quote → bind

1
Send invite
Rep enters contact, invites prospect
2
Process census
Raw upload → normalized
3
Resolve issues
Ops triages edge cases
10
4
Ask prospect
Rep composes questions
5
Medical underwriting
PHI intake · edge cases
6
Generate quote
Rating engine
7
Path to bind
Actuarial · UW · Compliance

Post-bind

Data Connection & Mgmt

Handoff → connect → map → manage

8
Set up live connection
Move to Connecting
9
Auto-discover & map
8/0 introspects the feed
10
Employer workspace
All WMC employers

Eight by Zero · Demo scaffolding

Bridge step

Both sides — internal ↔ prospect

No active quote

No quote to hand off

This step follows quote acceptance and bind.

Start a new quote

Slide notes

Bridge step. Once the plan is bound, we shift from a one-time census upload to an ongoing live connection with the employer's HR system. Prospect confirms and starts connection setup.