Beneficiary change, partial withdrawal or surrender: identity and disclosures first, then documents and signatures by request type
Customer production
- Area
- Life
- Stage
- Front door and handoff
- Moves
- classify, chase and verify, decide, write back
- Customers
- Phoenix Insurance
Controls enforced
- Identity verification, required disclosures, signatures
Evidence produced
- Who verified, disclosed and approved, and when, written to policy admin
Claims
Callvu enforces every policy while the work runs, whether a person or an AI started it. A step marked required that fails fails the run.
Every run produces a Decision Trace (why each AI action was allowed) and every workflow execution an Audit Trace (the chronological governance record).