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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

Drafts

Drafts are held inside this demo. There is no code path that delivers one.

No Drafts Yet

The follow-up agent prepares a held draft when fields are still missing after intake.