BaoXianFlow Workspace Preview
保险动
Preview the full agent-to-customer-to-PDF workflow with sample records.
Agent: Mok
Group Owner: Charis
Admin: Calvin
Workspace status
Start here. Open the agent or admin workspace, create a customer form link, fill it as the policy owner/witness, then review and generate the PDF.
Account onboarding
Admin creates invite, agent registers, agent lands on Today's Work
Login and registration are preview screens. No real authentication, password storage, email invite, or payment collection is active.
Quick start workflow
Run the preview in order
- 1Login as Mok
- 2Create customer form link
- 3Open customer form
- 4Submit sample form
- 5Review submission
- 6Generate PDF
- 7Mark as Sent to Insurer
Quick actions
Control centre
Latest preview links
Links generated locally
Latest customer form URL
No form link created yet.
Latest submission detail link
No submission link yet.
Latest PDF link
No generated PDF yet.
Local testing instructions
Preview login only works during local development. Sample records only. This system does not submit to an insurer.
System map
Screens grouped by flow
A map of the app for testers. Normal pilot agents mostly stay in the Daily Agent Flow.
Start Here
Start with these in the workspace preview.
Daily Agent Flow
What a normal pilot agent uses every day.
Advanced / Owner Flow
Group-owner and finance modules, less prominent for pilot agents.