A demonstration stand-in built by IQZ Systems to show the DDDS document widget embedded in a host application. Not Primerica software. All contacts and documents shown are invented.
MyPrimerica
You will be sent to your organisation's sign-in page and returned here.
Your access token stays on this server and never reaches this page. That is the property the embedded panel depends on.
Open a record to see policies, applications and secure documents.
| Name | Type | Stage | Documents | Last contact |
|---|
The CRM's own overview. Not part of this demonstration.
The CRM's own activity feed. Not part of this demonstration.
The CRM's own policy list. Not part of this demonstration.
The reference is this CRM's identifier for the person. Its back end exchanges that, plus the signed-in adviser's access token, for a token scoped to exactly one exchange - so the panel can reach that exchange and nothing else in the book.