One canonical record. Five role-scoped surfaces. A governance-intelligence layer routing everything in between. This brief explains how the pieces fit.
Every policy, household, designation, and document lives in a single shared data layer. Writes append with actor, role, and timestamp — history is never overwritten, so any past state can be reconstructed and any action attributed. Every surface reads from this same record; none holds a private copy.
Each surface scopes the canonical record to a role — same data, governed differently.
The client and advisor mobile app — secure household access to policies, beneficiaries, and documents.
Browser workspaces for households and advisors — dashboards, queues, directories, and reviews.
The enterprise command console — hierarchy-wide continuity posture, controls, and audit exports.
Trevor watches the record, not the users: detecting signals, explaining events, routing work, and logging outcomes.
Record signals — premium shifts, stale designations, ownership edits, inactivity — surface as governed events.
Each event carries context: what changed, why it matters, and which policies and people it touches.
Events land in the right queue on the right surface with the right deadline — accountability is structural.
Every resolution appends to the audit trail — the compliance record is a by-product of the workflow.
The platform ingests structured data through governed front-end pathways and never integrates into carrier core systems. Access is role-scoped end to end, encrypted in transit and at rest, with biometric and multi-factor controls designed into user surfaces.
Technical evaluations walk the data model, event architecture, and security controls directly with the people building them.