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 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 path →Search → 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. A role may shape the surrounding questions and call-to-action emphasis; it never overrides source truth, tenant permissions, licensed scope, or commercial entitlement.
What is not shown
No role-specific customer result, recommendation, plan assignment, or unsupported performance claim is presented without an approved source.