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

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

Runs

  • Alex (AI intake)Waiting on information2 decisions

    Case version 1. Attempts 1. Trigger event evt-000008. Finished .

    • missing_list_updated

      Explicit missing list: Health segment (unknown), Current carrier (unknown), Renewal date (unknown), Effective date (unknown), Current premium (unknown), Needs (unknown), Decision-maker role (unknown), Target jurisdiction (unknown).

      • Field: Health segment
      • Field: Current carrier
      • Field: Renewal date
      • Field: Effective date
      • Field: Current premium
    • next_question_selected

      Next question from the field registry: Health segment.

      • Field: Health segment
  • Alex (AI intake)Waiting on information2 decisions

    Case version 2. Attempts 1. Trigger event evt-000009. Finished .

    • missing_list_updated

      Explicit missing list: Coverage source (unknown), Household tier (unknown), Current carrier (unknown), Renewal date (unknown), Effective date (unknown), Current premium (unknown), Needs (unknown), Decision-maker role (unknown), Target jurisdiction (unknown).

      • Field: Coverage source
      • Field: Household tier
      • Field: Current carrier
      • Field: Renewal date
      • Field: Effective date
    • next_question_selected

      Next question from the field registry: Coverage source.

      • Field: Coverage source
  • Alex (AI intake)Waiting on information2 decisions

    Case version 3. Attempts 1. Trigger event evt-000010. Finished .

    • missing_list_updated

      Explicit missing list: Household tier (unknown), Current carrier (unknown), Renewal date (unknown), Effective date (unknown), Current premium (unknown), Needs (unknown), Decision-maker role (unknown), Target jurisdiction (unknown).

      • Field: Household tier
      • Field: Current carrier
      • Field: Renewal date
      • Field: Effective date
      • Field: Current premium
    • next_question_selected

      Next question from the field registry: Household tier.

      • Field: Household tier
  • Alex (AI intake)Waiting on information2 decisions

    Case version 4. Attempts 1. Trigger event evt-000011. Finished .

    • missing_list_updated

      Explicit missing list: Current carrier (unknown), Renewal date (unknown), Effective date (unknown), Current premium (unknown), Needs (unknown), Decision-maker role (unknown), Target jurisdiction (unknown).

      • Field: Current carrier
      • Field: Renewal date
      • Field: Effective date
      • Field: Current premium
      • Field: Needs
    • next_question_selected

      Next question from the field registry: Current carrier.

      • Field: Current carrier
  • Alex (AI intake)Waiting on information2 decisions

    Case version 5. Attempts 1. Trigger event evt-000012. Finished .

    • missing_list_updated

      Explicit missing list: Current carrier (refused), Renewal date (unknown), Effective date (unknown), Current premium (unknown), Needs (unknown), Decision-maker role (unknown), Target jurisdiction (unknown).

      • Field: Current carrier
      • Field: Renewal date
      • Field: Effective date
      • Field: Current premium
      • Field: Needs
    • next_question_selected

      Next question from the field registry: Renewal date.

      • Field: Renewal date
  • Alex (AI intake)Waiting on information3 decisions

    Case version 6. Attempts 1. Trigger event evt-000013. Finished .

    • missing_list_updated

      Explicit missing list: Current carrier (refused), Renewal date (unknown), Effective date (unknown), Current premium (unknown), Needs (unknown), Decision-maker role (unknown), Target jurisdiction (unknown).

      • Field: Current carrier
      • Field: Renewal date
      • Field: Effective date
      • Field: Current premium
      • Field: Needs
    • next_question_selected

      Next question from the field registry: Renewal date.

      • Field: Renewal date
    • sensitive_health_channel_warning

      Alex told the client this channel must not receive health details. Only the category marker exists.

      • Event: Structured signal
  • Renewal watchWaiting on information1 decision

    Case version 7. Attempts 1. Trigger event evt-000052. Finished .

    • renewal_date_unknown

      The renewal date is unknown.

      • Field: Renewal date
      • Event: Clock tick