AdvisorHub is a transparent AI case workspace for life insurance advisors and case teams. It brings data, documents, illustrations and tasks from scattered systems into one reviewable view and shows its sources rather than hiding them.
CRM, email, cloud storage, carrier portals, documents and illustrations, brought together.
Sources, rationale, confidence, changes and human edits stay visible.
Status, missing requirements, upcoming reviews and next actions are on the surface.
Declarative and specific. AdvisorHub reports state. It does not cheer, promise or hedge.
Imperative for actions, never “we”. The interface addresses the advisor directly.
Title Case for screens and cards, sentence case for descriptions, UPPERCASE for record labels.
Real system names, filenames and values, shown verbatim, because traceability is the product.
Absolute dates, currency with cents, counts as fractions: “2 of 4 sources”.
A subject, a middot and a count: “Online · Ready to analyze”.
“System fully connected · 2 of 4 sources actively synced”
“Centralized profile view of structured policy records.”
“Online · Ready to analyze”
“You’re all set!” and exclamation marks
“Magically understands your case”
“2 days ago” (case records use absolute dates)
Logomarks, color, typography, imagery and the landing page.
The product prototype, logo animation, storyboard and loading graphic.
Tokens for color, spacing, shadows, type and easing, plus the UI components.
Forest carries the wordmark and dark fields. Teal is the primary action. Coral is attention only—live, flagged, active. Neutrals are cool and blue-cast.
A 24.4 second seamless loop. The pencil sketch becomes a grid and an outline, then a dark gradient fill sweeps the mark. The wordmark draws in letter by letter, light blue, coral and green fields pop in behind the lockup, and the tagline fades in before the logo turns green and swipes out to white.













The logo mark swipes in left to right in the brand gradient, holds, then swipes out to the right on a 2.6 second loop.
Brand swatches carry identity, derived tints, shades carry state, and cool blue-cast neutral ramp carries text, surfaces and borders.
A 4px grid. 20px screen gutter, 12px between cards, 24px between sections, 16px card padding.
Icons step from 19px in attachment rows to 24px in banners. Controls press to 98%, hold the darker fill. Nothing grows on hover.
Calm, short and flat. Nothing bounces or overshoots: 120ms hover tints, 180ms toggles and tabs, 280ms screen transitions.
Live React components from the AdvisorHub library. Cards separate with a 1px cool border first and a whisper of shadow second. The one loud state is active, a 1.5px coral outline.