Ask before acting
Explain the proposed action and get approval before sharing information or starting a request.
Your agent works with your permission.
Set the task, review the information, and approve any action your agent takes on your behalf.
Sign upExplain the question
Help the person understand why a detail is needed. Ask them to review and confirm their answer.
Include the applicant
The applicant reviews important details and decides whether to proceed.
Integration scope: This website provides information for people and agents. It does not expose an agent API or accept insurance submissions.
Approve each step.
Chooses the task
The person decides whether they want an agent’s help and sets the scope.
Explains the request
The agent explains what information is needed and how it will be used.
Reviews and decides
The person reviews the information and chooses whether to proceed.