Moonwick Household (fictional)
CV-0143FictionalHealth- Intake
- Qualification
- Estimate Preparation
- Broker Review
- 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
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: Renewal date. 7 required items remain open.