Quote, apply, review consent, manage documents, and track coverage.
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Verity Platform
One governed insurance workflow, from first question to renewal.
Household context, consent evidence, quoting, applications, documents, follow-up, and service history are designed around one governed record.
Workspace sign-in is not yet active. This page describes the intended platform capabilities.
Workflow model Illustrative
HouseholdUnified profileMembers and context
ConsentEvidence recordVersion, scope, method
QuotePlan comparisonProvider-neutral record
ApplicationLifecycle stateSubmission and review
Follow-upOwned taskDue date and assignment
AuditEvent historyTraceable core changes
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Onboarding, source-backed product fundamentals, privacy practices and customer understanding — role-scoped within Verity's workforce environment.
Operating loop
Keep the complete story together.
01
Household context and authorization captured once
02
Quote, compare, and preserve what was shown
03
Application, documents, and follow-up in one case
04
Service, renewal, and immutable audit history
Role surfaces
Different jobs. One governed record.
Each audience gets a focused surface while authorization and record ownership remain enforced at the service and data layers.
One workspace for households, quotes, applications, follow-ups, and renewals.
Roster, routing, permissions, quality review, production, and compliance oversight.
Provider-neutral case exchange, status events, documents, and reconciliation.
Employer-funded individual coverage workflows with employee-level auditability.
Stable contracts, OAuth/API access, signed webhooks, sandboxing, and request logs.
Architecture
Designed for high-trust workflows.
Consent as evidence
Record what was disclosed, who acted, the version, method, scope, timestamps, and revocation history.
Service-side authorization
UI visibility never substitutes for server and row-level authorization.
Provider-neutral contracts
Carrier and marketplace adapters sit behind stable boundaries so integrations can change without rewriting workflow state.
Idempotent external writes
Submission and webhook contracts are designed to tolerate retries without duplicate real-world actions.
One household record
Quoting, applications, documents, tasks, renewals, and audit events share a common identity model.
Governed SMS intelligence
Draft-only campaign, renewal and customer-care coordination with consent checks, independent review and licensed-agent handoff. Outbound sending is not activated.
Composable platform
Individual, agent, agency, carrier, ICHRA, and developer surfaces reuse governed domain primitives.
Controlled access
Platform access is being prepared.
Platform access is provisioned by role and organization, not open public signup. Until dedicated access-request infrastructure is approved, inquiries are handled by phone.