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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

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 Thistlewhip Joinery (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. Which class best describes your operations?

  3. Client, structured input

    Operations class: Skilled trades

  4. Alex, AI assistant

    Thanks. As an AI assistant, I've recorded that as you reported it. How many locations do you operate?

  5. Client, structured input

    Location count: 2

  6. Alex, AI assistant

    Thanks. As an AI assistant, I've recorded that as you reported it. Which states are those locations in?

  7. Client, structured input

    Location states: OR, WA

  8. Alex, AI assistant

    Thanks. As an AI assistant, I've recorded that as you reported it. What is your annual revenue? An estimate is fine if you mark it as one.

  9. Client, structured input

    Annual revenue: $3,200,000 (estimate)

  10. Alex, AI assistant

    Thanks. As an AI assistant, I've recorded that as you reported it. What is your annual payroll? An estimate is fine if you mark it as one.

  11. Client, structured input

    Annual payroll: $1,100,000 (estimate)

  12. Alex, AI assistant

    Thanks. As an AI assistant, I've recorded that as you reported it. How many W-two employees do you have?

  13. Client, structured input

    Employee count: 28

  14. Alex, AI assistant

    Thanks. As an AI assistant, I've recorded that as you reported it. How many subcontractors do you use?

  15. Client, structured input

    Subcontractor count: 6

  16. Alex, AI assistant

    Thanks. As an AI assistant, I've recorded that as you reported it. How many business vehicles do you run?

  17. Client, structured input

    Vehicle count: 4

  18. Alex, AI assistant

    Thanks. As an AI assistant, I've recorded that as you reported it. Do you do work at client sites?

  19. Client, structured input

    Client-site work: Yes

  20. Alex, AI assistant

    Thanks. As an AI assistant, I've recorded that as you reported it. Do you store or handle client data?

  21. Client, structured input

    Client-data exposure: No

  22. Alex, AI assistant

    Thanks. As an AI assistant, I've recorded that as you reported it. Which policy lines do you hold today?

  23. Client, structured input

    Policy lines held: General liability, Commercial auto, Workers compensation

  24. Alex, AI assistant

    Thanks. As an AI assistant, I've recorded that as you reported it. Do your contracts require specific insurance?

  25. Client, structured input

    Contractual insurance requirements: Yes

  26. Alex, AI assistant

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

  27. Client, structured input

    Current carrier: Fictional Carrier C

  28. Alex, AI assistant

    Thanks. As an AI assistant, I've recorded that as you reported it. What date would you want new coverage reviewed for?

  29. Client, structured input

    Effective date: 2027-06-15

  30. Alex, AI assistant

    Thanks. As an AI assistant, I've recorded that as you reported it. What is your current annual premium? An estimate is fine if you mark it as one.

  31. Client, structured input

    Current premium: $39,000 (estimate)

  32. Alex, AI assistant

    Thanks. As an AI assistant, I've recorded that as you reported it. What do you want the broker to look at?

  33. Client, structured input

    Needs: Compliance requirement, Service change

  34. Alex, AI assistant

    Thanks. As an AI assistant, I've recorded that as you reported it. Who makes the decision on this coverage?

  35. Client, structured input

    Decision-maker role: Owner

  36. Alex, AI assistant

    Thanks. As an AI assistant, I've recorded that as you reported it. Which US state should this placement be reviewed for?

Next Question

Target jurisdiction

Which US state should this placement be reviewed for?

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.