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

Cover Workspace

All Cases

Moonwick Household (fictional)

CV-0143FictionalHealth
  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 Not assessed
  • Completeness 3 of 10 required known, 1 refused
  • 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 Moonwick Household (fictional)

  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: Individual or family

  4. Alex, AI assistant

    Thanks. As an AI assistant, I've recorded that as you reported it. Where does your coverage come from today?

  5. Client, structured input

    Coverage source: Marketplace

  6. Alex, AI assistant

    Thanks. As an AI assistant, I've recorded that as you reported it. Which household tier fits you? Please do not share birth dates, IDs or conditions.

  7. Client, structured input

    Household tier: Family

  8. Alex, AI assistant

    Thanks. As an AI assistant, I've recorded that as you reported it. Who is your current carrier?

  9. Client, structured input

    Declined to answer: Current carrier

  10. Alex, AI assistant

    Understood. As an AI assistant, I've marked this as declined, and I won't ask it again. When does your current coverage renew?

  11. Client, structured input

    Client tried to volunteer health details (marker only, no content)

  12. Alex, AI assistant

    As an AI assistant, I have to pause you here. This channel must not receive health details, and no secure collection channel has been established. Please don't share them here. I've asked a licensed broker to follow up on a safe route.

Next Question

Renewal date

When does your current coverage renew?

Allowed range: 2000-01-01 to 2050-12-31

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.