Overview
AI agents prepare the file. A licensed broker decides everything consequential.
Guided Demo
Follow one fictional case. One button runs each scripted step through the real event pipeline in your sandbox.
- Next:
A synthetic intake event opens a case
A fictional employer arrives. Alex discloses it is an AI and asks the first registry question.
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Alex takes structured answers
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The client asks a coverage question and presses for a price
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Documents arrive and disagree with the record
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The broker confirms the enrolled count
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Remaining answers produce a broker-ready packet
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Paused: the broker reviews the packet
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Paused: the broker reviews the follow-up draft
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Fictional carrier quotes arrive
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Paused: the broker records a recommendation
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Paused: the broker allows a mock portal simulation
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Paused: the broker hands the case to a human for closing
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The clock moves and renewal watch responds
Waiting On The Broker
Active Cases
| Fictional Case | Line | Stage | Next Step | Required Known | Waiting | Renewal | Updated |
|---|---|---|---|---|---|---|---|
| Lanternfield IT StaffingCV-0142 | Health | Intake | Alex keeps collecting structured intake answers. | 4 of 14 | 2 tasks | ||
| Moonwick Household (fictional)CV-0143 | Health | Intake | Alex keeps collecting structured intake answers. | 3 of 10 | 2 tasks | Unknown | |
| Thistlewhip Joinery (fictional)CV-0144 | Business | Broker Review | Broker decision pending: Record Fictional Carrier C as the broker recommendation for Thistlewhip Joinery (fictional). | 20 of 21 | 4 approvals | ||
| Quillstone Row Lofts (fictional)CV-0145 | Property | Qualification | Broker decision pending: Simulate follow-up send for Quillstone Row Lofts (fictional). | 10 of 17 | 1 approval 2 tasks |
Recent Runs
All RunsPremium riskStopped on mismatch1 decision
Case Quillstone Row Lofts (fictional), CV-0145. Case version 15. Attempts 1. Trigger event evt-000054. Finished .
premium_mismatch_stopped
Evidence does not reconcile: Paid 4100 is less than the 6825 due.
- Source: Premium cancellation notice (fictional), Notice p. 1, summary box
- Source: Lender record, matching (fictional), Lender letter p. 1
- Source: Broker record, matching (fictional), Broker file p. 2
- Source: Payment record, mismatching (fictional), Payment ledger p. 1
Renewal watchSucceeded1 decision
Case Quillstone Row Lofts (fictional), CV-0145. Case version 15. Attempts 1. Trigger event evt-000054. Finished .
renewal_window_60
Renewal is 34 days out, inside the 60-day window.
- Field: Renewal date
- Event: Clock tick
Follow-upWaiting on broker1 decision
Case Quillstone Row Lofts (fictional), CV-0145. Case version 15. Attempts 1. Trigger event evt-000054. Finished .
follow_up_draft_held
Follow-up draft prepared and held for broker approval. Nothing was sent.
- Field: Rebuilding cost estimate
- Field: Current carrier
- Field: Effective date
- Field: Current premium
- Field: Needs
- Field: Decision-maker role
- Field: Target jurisdiction
Renewal watchSucceeded1 decision
Case Thistlewhip Joinery (fictional), CV-0144. Case version 24. Attempts 1. Trigger event evt-000053. Finished .
renewal_beyond_watch
Renewal is 221 days out, beyond the watch windows.
- Field: Renewal date
- Event: Clock tick
Follow-upWaiting on broker1 decision
Case Thistlewhip Joinery (fictional), CV-0144. Case version 24. Attempts 1. Trigger event evt-000053. Finished .
follow_up_draft_held
Follow-up draft prepared and held for broker approval. Nothing was sent.
- Field: Target jurisdiction
Renewal watchWaiting on information1 decision
Case Moonwick Household (fictional), CV-0143. Case version 7. Attempts 1. Trigger event evt-000052. Finished .
renewal_date_unknown
The renewal date is unknown.
- Field: Renewal date
- Event: Clock tick