SHADELIGHT AGENCY · INTERNAL CONCEPT

Partner enquiry workflow

Fictional operational dashboard — no live records
← Back to property check
Sample enquiries4
Sample consented referrals2
Sample awaiting review2

Illustrative enquiry queue

ReferenceProperty stageTopicPermissionWorkflow status
DEMO-001Under constructionBuilding protectionYes (fictional)Ready for broker review
DEMO-002Vacant homeVacancy restrictionsNoChecklist only
DEMO-003Occupied homeFire protectionYes (fictional)Ready for broker review
DEMO-004Under constructionPolicy optionsNot requestedChecklist only

Proposed referral controls

A real system would require verified user consent naming the intended broker, role-based access, secure storage, audit logs, retention controls and an agreed referral contract before sharing any enquiry.

Bright Insurance Brokers is a potential commercial partner only. No integration or sharing arrangement exists in this demonstration.