Insurance Demo

Agent Portal

Advisor workspace for new business intake, case tracking, and task follow-up.

This flow now behaves like a conventional admin entry screen. Sign in here first, then work through the system's focused route-level pages from the sidebar.

Agent-driven new business

Sign in to Agent Portal

Authorized roles: agent

Demo Password

InsuranceDemo!2026

Seeded Emails

  • aaron.advisor@demo.local
  • bella.advisor@demo.local