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Demo with fictional data. Nothing is sent, no carrier is connected, and no coverage is bound.

Cover Workspace

All Cases

Lanternfield IT Staffing

CV-0142FictionalHealth
  1. Intake
  2. Qualification
  3. Estimate Preparation
  4. Broker Review
  5. Human Closing Handoff
Owner
Alex (AI intake assistant)
Next Step
Alex keeps collecting structured intake answers.
  • Demo Scope In scope. Selected demo scope: 2 to 50 W-2 employees. This is not an eligibility rule.
  • Completeness 4 of 14 required known, 1 in conflict
  • Eligibility Needs broker review

Solid boxes are sourced. Dashed boxes are unknown, refused or a synthetic default, which is a demo placeholder and not a client fact. Pink boxes are in conflict, and only a broker can resolve them. Typed values were written by AI agents or taken from fictional sources.

Still Open (10)

  • Enrolled employees (conflict)
  • Coverage waivers (unknown)
  • Employee states (unknown)
  • Current benefits (unknown)
  • Employer contribution (unknown)
  • Effective date (unknown)
  • Current premium (unknown)
  • Needs (unknown)
  • Decision-maker role (unknown)
  • Target jurisdiction (unknown)

Conflict Resolution

A later source disagrees with the record. The agents never overwrite silently. Only a designated licensed broker chooses a value.

This demo has no login. This selector is a labeled demo role, not authentication. The server decides what each role may do.

Health

Health segment Required

Employer group

Alex structured intake (self-reported). Self reported. Seen .

Health, employer

Eligible employees Required

38

Alex structured intake (self-reported). Self reported. Seen .

Enrolled employees Required

Conflict

  • 31

    Alex structured intake (self-reported). Self reported. Seen .

  • 33

    Fictional invoice upload. Untrusted document. Invoice p. 2, enrolled employees. Seen .

Coverage waivers Required

Unknown

Employee states Required

Unknown

Current benefits Required

Unknown

Employer contribution Required

Unknown

Pain points

Unknown

Shared

Current carrier Required

Fictional Carrier A

Fictional renewal notice upload. Untrusted document. Renewal notice p. 1, header. Seen .

Coverage summary

Unknown

Renewal date Required

2027-02-01

Fictional renewal notice upload. Untrusted document. Renewal notice p. 1, first paragraph. Seen .

Effective date Required

Unknown

Current premium Required

Unknown

Needs Required

Unknown

Decision-maker role Required

Unknown

Target jurisdiction Required

Unknown