Onboarding
Client onboarding workflow
Move from pilot to go-live through a simple pilot-stage onboarding flow. This is a scaffold for sandbox readiness, not final enterprise onboarding.
4. API Access
Request a sandbox API key once your onboarding record exists.
5. Readiness Checklist
Track sandbox readiness before the commercial and insurer approval steps.
Business info complete
No
Technical contact added
No
Product selected
No
Sandbox API key issued
No
Demo test completed
No
Commercial terms pending
No
Insurer approval pending
No
Go-live ready
No