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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

Alex is an AI assistant. Alex is not a person and not a licensed broker. Alex collects structured details and cannot advise on coverage or give a price.

Conversation

  1. Client, structured input

    Opened intake for Lanternfield IT Staffing

  2. Alex, AI assistant

    Hello, I'm Alex, an AI intake assistant in this fictional demo. I collect structured answers for a licensed broker to review. I can't give coverage advice or prices. Is this for an employer group, or for an individual or family?

  3. Client, structured input

    Health segment: Employer group

  4. Alex, AI assistant

    Thanks. As an AI assistant, I've recorded that as you reported it. How many employees are eligible for benefits?

  5. Client, structured input

    Eligible employees: 38

  6. Alex, AI assistant

    Thanks. As an AI assistant, I've recorded that as you reported it. How many employees are enrolled today?

  7. Client, structured input

    Enrolled employees: 31

  8. Alex, AI assistant

    Thanks. As an AI assistant, I've recorded that as you reported it. How many eligible employees waived coverage?

Next Question

Coverage waivers

How many eligible employees waived coverage?

Allowed range: 0 to 100000

Structured Signals

There is no typing here. Each button records a marker, and Alex replies from a fixed template.

Nothing the client said is stored. The record keeps only a marker that this happened.