What the Crystallux platform does today, and what it's roadmapped to do.
| Capability | Today | Roadmap |
|---|---|---|
| AI Compliance Engine | KYC, suitability, disclosure, replacement, AML pre-screening on every application. | Auto-remediation suggestions when AI flags a gap. |
| Production Reporting | Monthly / quarterly / annual reports per insurer + per MGA. | PDF/CSV/Excel export + scheduled email delivery. |
| Advisor Management | Licensing + E&O + CE tracking; per-advisor performance dashboard. | Predictive churn risk + auto-coaching nudges. |
| Carrier Integration | Manual + email + API-ready. 8 digital-friendly Canadian carriers seeded. | Per-carrier API adapters for the carriers with public APIs. |
| Real-time Dashboards | Advisor + Principal + Insurer views. | Mobile-native PWA; push notifications. |
| Audit Trails | regulatory_audit_log on every state-mutation. Insurer access append-only. | Immutable ledger with cryptographic chaining (Year 2). |
| Multi-vertical Foundation | Insurance + mortgage + real estate + dental archetypes seeded. | Additional verticals onboarded by partner demand. |
| Behavioral Intelligence | Trigger archetypes + signal feed + closing-scripts learning loop. | Cross-vertical pattern learning. |
| Video Engagement | HeyGen-rendered triggered videos for reviews + outreach. | Real-time video personalization at scale. |
| Content Marketing | Topic generator + script writer + 6 platform publishers (LinkedIn/IG/FB/YouTube/TikTok/X — pending API approvals). | Live engagement attribution loop tying content to leads. |
| White-Label | Configuration schema + workflows; custom domains roadmapped. | Fully self-serve deployment with insurer-managed branding. |
| Mobile-First Design | Responsive web; advisor + insurer portals on mobile today. | Native apps when usage justifies it. |