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

Cover Workspace

All Cases

Thistlewhip Joinery (fictional)

CV-0144FictionalBusiness
  1. Finished: Intake
  2. Finished: Qualification
  3. Finished: Estimate Preparation
  4. Broker Review
  5. Human Closing Handoff
Owner
Designated licensed broker (demo role)
Next Step
Broker decision pending: Record Fictional Carrier C as the broker recommendation for Thistlewhip Joinery (fictional).
  • Demo Scope In scope. Selected demo scope: 2 to 50 W-2 employees. This is not an eligibility rule.
  • Completeness 20 of 21 required known
  • Eligibility Needs broker review

Solid boxes are sourced. Dashed boxes are unknown, refused or a synthetic default, which is a demo placeholder and not a client fact. Pink boxes are in conflict, and only a broker can resolve them. Typed values were written by AI agents or taken from fictional sources.

Still Open (1)

  • Target jurisdiction (unknown)

Business

Operations class Required

Skilled trades

Alex structured intake (self-reported). Self reported. Seen .

Location count Required

2

Alex structured intake (self-reported). Self reported. Seen .

Location states Required

OR, WA

Alex structured intake (self-reported). Self reported. Seen .

Annual revenue Required

$3,200,000Estimate

Alex structured intake (self-reported). Self reported. Seen .

Annual payroll Required

$1,100,000Estimate

Alex structured intake (self-reported). Self reported. Seen .

Employee count Required

28

Alex structured intake (self-reported). Self reported. Seen .

Subcontractor count Required

6

Alex structured intake (self-reported). Self reported. Seen .

Vehicle count Required

4

Alex structured intake (self-reported). Self reported. Seen .

Client-site work Required

Yes

Alex structured intake (self-reported). Self reported. Seen .

Client-data exposure Required

No

Alex structured intake (self-reported). Self reported. Seen .

Policy lines held Required

General liability, Commercial auto, Workers compensation

Alex structured intake (self-reported). Self reported. Seen .

General liability limit Required

Two million per occurrence

Fictional declarations upload. Untrusted document. Declarations p. 1, limits table. Seen .

Claims in three years Required

2

Fictional loss run upload. Untrusted document. Loss runs p. 2, totals. Seen .

Contractual insurance requirements Required

Yes

Alex structured intake (self-reported). Self reported. Seen .

Shared

Current carrier Required

Fictional Carrier C

Alex structured intake (self-reported). Self reported. Seen .

Coverage summary

Unknown

Renewal date Required

2027-06-15

Fictional declarations upload. Untrusted document. Declarations p. 1, policy period. Seen .

Effective date Required

2027-06-15

Alex structured intake (self-reported). Self reported. Seen .

Current premium Required

$39,000Estimate

Alex structured intake (self-reported). Self reported. Seen .

Needs Required

Compliance requirement, Service change

Alex structured intake (self-reported). Self reported. Seen .

Decision-maker role Required

Owner

Alex structured intake (self-reported). Self reported. Seen .

Target jurisdiction Required

ORSynthetic Default

A demo placeholder, not a client fact. It counts as unknown, and Alex still asks for it.