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

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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

Approvals

No Approvals Yet

AI agents open approvals when they prepare something consequential for the licensed broker.

Tasks

Most of these are work the broker does offline, with the client or a carrier. This demo records them and does not track them further. Each row says whether anything here closes it.

TaskAssigned ToStatus And HandlingEvidenceCreated
Resolve conflict on Enrolled employees

The document states 33, and the record holds 31. Nothing was overwritten. A broker must resolve this.

Designated licensed brokerOpen

Use a value on the Record tab. This task closes when the broker picks one.

  • Source: Lanternfield premium invoice (fictional), Invoice p. 2, enrolled employees
90-day renewal window for Lanternfield IT Staffing

Renewal is 87 days out, inside the 90-day window.

Designated licensed brokerOpen

Follows the demo clock and closes when the renewal leaves this window. The renewal work happens offline.

  • Field: Renewal date
  • Event: Clock tick

Closing Checklist

No Checklist Yet

An approved closing handoff creates a checklist for a human to do offline.