The gate is built in, not a setting

Bartlet's agents prepare the casework: endorsements, renewals, certificates, and coverage replies. Then they stop. Every action that would leave your workspace and reach a client or carrier waits for your approval. There is no autopilot to switch on.

No message leaves without your sign-off.

The Bartlet review gate

What the agent does, and what you decide

The agent reads the documents, pulls from carrier portals, and assembles each case so it is ready to file. You review what it brings back, make any edits, and approve. Once you do, the action is logged to the case with a full, auditable trail.

held-action.json

{
  "action": "endorsement.file",
  "status": "held",
  "awaiting": "advisor_approval"
}