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Read-only product tour. Nothing here is saved, submitted, funded, approved, or routed, and no training progress is recorded.

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Agent operations demo

Sample record

One clear view from application review to safe call delivery.

Follow a fictional solo-agent organization through onboarding, test-mode funding, campaign readiness, and reporting. Every record below is static demo content and no external system is contacted.

Fictional agent

Avery Quinn

Harbor Point Demo Agency

avery.quinn@harbor-demo.invalid

org_demo_harbor_001

Read-only operational snapshot

Illustrative snapshot · August 16, 2026. Values illustrate product behavior; they are not live production performance.

No writes or external calls

Onboarding

8 of 9

Final administrator review is the current sample step.

Funded calls

24

Calculated from the illustrated immutable call ledger.

Campaign

Paused

Safe default; test funding does not start delivery.

Delivered today

0

Honest empty state for this fictional snapshot.

Guided onboarding

Ready for final review

Pending final review
Sample onboarding progress89%
  1. Account and identityComplete
  2. Business profileComplete
  3. Contact and addressComplete
  4. Product selectionComplete
  5. 5Product credentialsReview in progress
  6. Terms acceptanceComplete
  7. Required trainingComplete
  8. 8Test-mode ordering setupComplete
  9. 9Final account reviewCurrent step

Product readiness

Eligibility stays product-specific

Approval of one credential never silently approves another product. Submitted sample values remain separate from review state.

Pending review

ACA

CMS Marketplace identifier
CMS-DEMO-7K2P9
Submission
Sample submitted Aug 14, 2026

Manual review is illustrated; no automatic CMS verification is claimed.

Needs information

Medicare

Florida insurance license
DEMO-FL-48291
Submission
Sample submitted Aug 14, 2026

A sample administrator note requests a clearer license reference.

Not submitted

Final Expense

State insurance license
Not provided in this scenario
Submission
No sample submission

Products can be added individually when the agent is ready.

Order and immutable ledger

Test-mode funding trace

The illustrated balance is the sum of append-only entries, not a browser-maintained counter.

Stripe test-mode illustration

Order

DEMO-ORD-2401

Package

40 ACA calls

Sample total

$760.00

Illustrated available balance

24 calls · $456.00

Ledger reconciles in sample

  • DEMO-LEDGER-1001

    Aug 14 · 10:32 AM ET

    Test funding credit

    +40

    +$760.00

  • DEMO-LEDGER-1002

    Aug 14 · 2:05 PM ET

    Sample delivered calls

    -10

    −$190.00

  • DEMO-LEDGER-1003

    Aug 15 · 11:41 AM ET

    Sample delivered calls

    -6

    −$114.00

Campaign readiness

Requested controls are not provider-confirmed facts

The platform keeps commercial eligibility and funding truth separate from routing. A provider readback is required before an effective control can be claimed.

Sample requested state

Paused

Safe default
Product
ACA
Timezone
America/New_York
Business hours
Monday–Friday · 9:00 AM–5:00 PM
Daily cap
18 calls
Hourly cap
4 calls
Maximum concurrent
1
Cooldown
90 seconds

Reporting and dispositions

Trace each sample call to its funding source

These fictional rows illustrate the intended reporting shape. They contain no consumer contact details and are not reconciled provider records.

Recent sample calls

3 fictional rows · no live performance claim

Static snapshot

  • DEMO-CALL-8114

    Follow-up permitted

    ACA
    Date
    Aug 15, 2026 · 11:28 AM ET
    Duration
    7m 42s
    Cost
    $19.00
    Order
    DEMO-ORD-2401

  • DEMO-CALL-8113

    Not eligible

    ACA
    Date
    Aug 15, 2026 · 10:16 AM ET
    Duration
    3m 09s
    Cost
    $19.00
    Order
    DEMO-ORD-2401

  • DEMO-CALL-8108

    Quote scheduled

    ACA
    Date
    Aug 14, 2026 · 4:04 PM ET
    Duration
    5m 31s
    Cost
    $19.00
    Order
    DEMO-ORD-2401

Disposition import

A production import validates the template, previews row errors, and requires confirmation before tenant-scoped processing.

Current demo state

No file selected

No upload

Upload, mapping, preview, and import confirmation are intentionally unavailable in the public tour.

Review the operations side

See how the same fictional organization appears in a tenant-aware administrator work queue, including review history and private-note boundaries.

Open admin demo

Safety boundary

Demo visibility is not production authority.

This page has no authenticated tenant, no payment session, no training heartbeat, and no routing adapter. It cannot approve, fund, activate, pause, import, or deliver anything.

Tour overview QLG University