Demo Guide

1. 1. Complete an Assessment

   A consultant enters aggregate, employer-level information through the 6-step wizard (employer profile, disability and leave, aging workforce and Medicare, return-to-work, and government benefits needs). The scoring engine evaluates all six opportunity categories against transparent, rules-based criteria — no individual employee data is ever collected.

2. 2. Review the Results

   The Preliminary Workforce Opportunity Analysis shows an opportunity heat map plus category-by-category detail: score, opportunity level, key factors, and recommended validation questions. Nothing is a black box — every level is traceable to the aggregate answers that produced it.

3. 3. Generate an Executive Report (optional)

   The Executive Report is not separate data — it's a formatted, printable view of that same assessment's results (same underlying record, same id), suitable for sharing with employer or internal stakeholders.

4. 4. Request a Consultation (optional)

   Once High or Moderate opportunities are identified, starting a referral from the results page or the report prefills the employer name and every qualifying category. From that point, the referral is tracked independently — its own tracking number and status timeline — separate from the assessment it originated from.

Editing or re-scoring an assessment later does not retroactively change a report or referral already generated from it — each is a snapshot tied to that point in time.

1. 1

   Open the dashboard

   Start with the executive overview of aggregate employer opportunity activity.

   Open the Dashboard
2. 2

   Select Midwest Manufacturing Group

   Choose the featured Midwest Manufacturing Group demonstration to view a completed assessment.

   View Midwest Manufacturing Group results
3. 3

   Review the aggregate employer profile

   Walk through the employer's synthetic, aggregate-level workforce profile that informs the assessment.

4. 4

   Show the opportunity heat map

   Highlight how opportunity levels are visualized across categories for this employer.

5. 5

   Open the SSDI and disability recommendation

   Drill into a specific category recommendation to show the supporting factors and suggested next steps.

6. 6

   Generate the executive report

   Demonstrate how findings can be compiled into a shareable executive report.

   Generate the executive report
7. 7

   Start a consultation request

   Show how a consultant can initiate a referral based on the identified opportunity.

   Start a consultation request
8. 8

   Explain how the concept could complement a broker's existing consulting process

   Close by framing this tool as a complement to, not a replacement for, a consultant's existing analytics and advisory relationship.

Every assessment, referral, and in-progress draft created during a session is saved only to this browser. Before running the demo again — or handing the laptop to someone else — use the Reset Demo Data control near the bottom of the sidebar (or the mobile navigation drawer) to clear locally-created records and restore the four featured employer demonstrations to their original state. This does not sign you out.

“This concept does not replace a consultant’s existing analytics or recommendations. It illustrates how Allsup expertise could become an actionable solution when workforce, disability, Medicare, return-to-work, veterans, or government-benefit needs are identified.”

Open items for internal alignment