Leave-behind product PDFs.
Four source-reviewed audience summaries, with matching HTML and PDF editions. These describe bounded product behavior, not live availability or filing certification. Separate from the free compliance library under Resources.
By audience
One summary for each audience
October 2026 · version 2026-10-18.2 · source reviewed 2026-10-18. The current downloads replace the August and September editions. Older copies are not current manuals. Prices, accepted agreements, trial timing and the production AI hold are unchanged.
AI Capabilities
Review boundaries, the two pre-review exceptions, feature-specific jurisdiction and the difference between source behavior and live availability.
Consulting
Client-authorized work, named seats, the unchanged trial clock and a first-result checklist that does not require a ready client.
Public Consultation
Invitation-only program discussions, access boundaries and a synthetic evaluation; not consultant billing or a self-serve enrollment promise.
Carrier Loss Control
Agreement-based loss-control discussions, policyholder permission, preparation boundaries and follow-through without universal timing promises.
Make the first step a useful one.
Employers start with 30 days of Pro and no card. Safety consultants apply first; insurance risk-control teams and public consultation programs talk to us.