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Interactive demo

Experience CleanPaper from every role

Real screens, realistic people and real workflows. Explore Sunrise Health Advisors, a fully populated sample agency, as a new agent, a floor manager or the agency owner. A short guided tour introduces the essentials, then you're free to explore at your own pace. No sign-up required.

  • New agent

    as Alex Rivera

    Two weeks into onboarding, with a clear next step, guided lessons, knowledge checks, pending sign-offs from the manager and progress milestones.

    • Review today's steps and overall progress
    • Follow the structured onboarding plan
    • Work through an interactive lesson
    • Track streaks, badges and class standing
  • Floor manager

    as Dana Brooks

    Leads a team of agents, with priority alerts, pending sign-offs, readiness decisions and production at a glance.

    • Prioritize agents who need attention
    • Review an agent's complete record
    • Approve sign-offs awaiting review
    • Record readiness for live calls
  • Agency owner

    as Chris Morgan

    Oversees the entire agency: agents, the team, onboarding journeys, products, playbook and reporting.

    • Track agency setup progress
    • Manage people, roles and teams
    • Design onboarding journeys
    • Maintain the product catalog

Seen enough?

Set up your own agency with your products, scripts and pay plan, and invite your first agent today.