Two Degrees CRM

UAT login for internal testing

User

Password

Prototype UAT password: uat123

This is a realistic UAT login only. It is not production security yet.

Two Degrees CRM Control Tower

UAT prototype for controlled internal testing.

Dashboard

A simple overview of work, follow-ups, and UCD monitoring.

UAT prototype only. Login is simulated. No WhatsApp, Outlook, Google Sheet, UCD, database, or live sync is connected.

UAT User

Filter by user

Filter by status

Filter by source

Filter by priority

Search by date

Outstanding

Search work

Two Degrees AI Guide

Prototype helper. Live ChatGPT connection will come later through a secure backend.

New Quotation

Choose how you want to start.

Reading quotation file

Preparing file...

0%

AI is starting to read the quotation.

Edit UAT record

Changes are saved only in this browser on this Mac.

Client name

Company name

Product type

Source

Assigned user

Status

Next follow-up date

Priority

Notes

Assign User Task

Create the task, set start and end dates, then prepare the WhatsApp instruction for the assigned user.

WhatsApp sending is simulated in UAT. Individual reminders are the live-ready path. Group chat is kept as manual copy / group label until the approved WhatsApp setup is confirmed.

Work to be done

Client / company

Assigned user

WhatsApp target

Number / group name

Priority

Start date

End date

Repeat

TAT

Select start and end date

Instruction message

Rewrite language

Add Quotation

Choose the insurer, upload a test quotation if available, or type the quotation details manually.

Client name

Company name

Product type

Insurance company

Assigned user

Priority

Next follow-up date

Policy period

Example auto-format: 1/8/2026 to 31/12/2027 becomes 01-Aug-2026 to 31-Dec-2027.

Retroactive date

Business / profession

Jurisdiction

Territorial limit

Policy wording

Quotation validity date

For multi-class quotations, every slip needs a validity date before sending.

Upload insurer quotation

Use test files only. Full PDF, Excel, image, screenshot, and Word AI reading needs the backend reader.

Plan / product name

Sum insured / limit (RM)

Premium (RM)

Service tax (%)

Service tax amount (RM)

Enter either service tax % or RM amount. The CRM will calculate the other side.

Stamp duty (RM)

Total payable (RM)

Premium + service tax amount + stamp duty.

Excess / deductible

Key coverage

Exclusions / warranties / conditions

Internal remarks

For safety, the CRM should generate a draft first. User must check the insurer terms, exclusions, taxes, and company details before sending.

Paste Insurer Quotation Text

Safe local test. Paste copied sample quotation text, then the prototype will create an AI Review for user checking.

Attach to quotation request

Choose an existing quotation, or leave as new AI review.

Source name

Example: Allianz quotation text, MSIG sample quote, or Zurich copied text.

Copied quotation text

The prototype will look for insurer, client, insured, product, policy period, validity date, sum insured, premium, tax, stamp duty, total payable, excess, coverage, and exclusions.

For real PDF, Excel, image, screenshot, and Word reading later, this step will be replaced by a secure backend document reader. For now, paste sample text only.

View Quotation

Review the generated quotation before downloading or sending.

Word / PDF quotation preview

This is the same client-facing document used for Download Words and Download PDF.

Client output

Review

Client Send Pack

Client Decision

Internal Follow-Up

View Details

Read-only record view.

Read-only preview. Use Edit or Review when changes are needed.

Action Guide

Read this before continuing.

Review WhatsApp Message

Check the full message before preparing the WhatsApp reminder.

WhatsApp message

Edit here if needed. Nothing is sent until you click Continue.

Edit AI Extraction Review

Correct the extracted details before approving and generating a Two Degrees quotation.

1

Review & correct quotation fields

Confirm each field that will flow into the Two Degrees quotation.

Client and insurer

Detected insurer

Two Degrees company

Client name

Company / insured name

Client address

Google address lookup will be added later in the live backend. For now the CRM detects address shown inside the quotation.

Postcode

State

Product type

Plan / product name

Policy details

Policy period

Quotation validity date

Retroactive date

Business / profession

Jurisdiction

Territorial limit

Policy wording

Excess / deductible

Premium details

Sum insured / limit (RM)

Premium (RM)

Service tax (RM)

Stamp duty (RM)

Total payable (RM)

2

What user must check

Check low confidence, missing items, coverage, exclusions, warranties, and unclear wording.

AI confidence (%)

Review status

Missing / check items

One item per line. User should clear or confirm these before approval.

Key coverage

Important exclusions / special conditions

3

Final action

Approve only after user has checked the original insurer quotation.

This is the safety checkpoint. The AI result should be corrected here before generating a client quotation.