Structuring — Workplace Medical Corp

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

Internal · WMC

Prospect does not see this

No active quote

No quote in progress

Structuring runs once you submit a new quote request with a census.

Start a new quote

Slide notes

Internal only. Once the prospect's census arrives, QuoteFlow normalizes the messy sheet automatically. The prospect never sees this.