Skip To Content

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

No Packet Yet

The estimate preparation agent builds a packet once qualification is complete enough, or as soon as Alex has nothing left to ask. Alex still has a question: Coverage waivers. 10 required items remain open.