This is the operational view: who is approved, who is expiring, and who is not ready before work starts or invoices move.
60-second preview
See the workflow before you book time.
This preview stays inside the narrow C2 wedge: coverage status, request creation, no-login uploads, and renewal follow-up. It is a muted-friendly, captioned pass over the same screens used in the founder walkthrough.
The workflow owner starts the chase from one request form instead of assembling another manual email thread.
The vendor or agent gets one secure link. No vendor account is required just to upload the latest COI.
That keeps renewal follow-up, manual decisions, and document history in one place instead of spreading across inboxes and spreadsheets.