Start with the decision your team has to make.
The record is shared. The question is not. Choose a starting point for searching, reading, reviewing, or monitoring a public filing.
Same evidence. Different work.
Each role page gives you a concrete work path and the questions to ask. It does not create a role-specific dataset or change access.
Product management
Review filed changes and bring the source into product review.
View product path 02Underwriting
Read rule, form, and eligibility context without skipping the filing.
View underwriting path 03Actuarial
Inspect stated-rate fields while keeping the denominator visible.
View actuarial path 04Regulatory
Find filings and available source documents with their jurisdiction context.
View regulatory path 05Agents & brokers
Follow public filing activity that informs a market conversation.
View distribution path 06MGAs & wholesalers
Review public filings without losing carrier or state scope.
View wholesale path 07Investors & advisors
Separate an observed filing event from an interpretation of intent.
View advisor path 08Consulting
Build source-linked research that another reviewer can retrace.
View consulting pathSearch → Understand → Monitor → Decide.
The role changes the question, not the evidence standard. A useful workflow starts with a defined scope, opens the filing context, watches a declared change, and carries the record into the next decision.
A role shapes the starting point.
A selected route and current task come first. Choosing a role may shape the questions and next steps, but it does not change your account access, grant another dataset, or change what the source records show.
What is not shown
No role-specific customer result, recommendation, plan assignment, or unsupported performance claim is presented without an approved source.