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

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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

Runs

  • Alex (AI intake)Waiting on information2 decisions

    Case version 1. Attempts 1. Trigger event evt-000014. Finished .

    • missing_list_updated

      Explicit missing list: Operations class (unknown), Location count (unknown), Location states (unknown), Annual revenue (unknown), Annual payroll (unknown), Employee count (unknown), Subcontractor count (unknown), Vehicle count (unknown), Client-site work (unknown), Client-data exposure (unknown), Policy lines held (unknown), General liability limit (unknown), Claims in three years (unknown), Contractual insurance requirements (unknown), Current carrier (unknown), Renewal date (unknown), Effective date (unknown), Current premium (unknown), Needs (unknown), Decision-maker role (unknown), Target jurisdiction (unknown).

      • Field: Operations class
      • Field: Location count
      • Field: Location states
      • Field: Annual revenue
      • Field: Annual payroll

    • next_question_selected

      Next question from the field registry: Operations class.

      • Field: Operations class
  • Document intakeSucceeded1 decision

    Case version 2. Attempts 1. Trigger event evt-000015. Finished .

    • untrusted_fields_recorded

      Recorded 2 extracted fields from Thistlewhip declarations (fictional) as untrusted.

      • Source: general_liability_limit, Declarations p. 1, limits table
      • Source: renewal_date, Declarations p. 1, policy period
  • Document intakeSucceeded1 decision

    Case version 3. Attempts 1. Trigger event evt-000016. Finished .

    • untrusted_fields_recorded

      Recorded 1 extracted fields from Thistlewhip loss runs (fictional) as untrusted.

      • Source: claims_three_years, Loss runs p. 2, totals
  • Alex (AI intake)Waiting on information2 decisions

    Case version 4. Attempts 1. Trigger event evt-000017. Finished .

    • missing_list_updated

      Explicit missing list: Location count (unknown), Location states (unknown), Annual revenue (unknown), Annual payroll (unknown), Employee count (unknown), Subcontractor count (unknown), Vehicle count (unknown), Client-site work (unknown), Client-data exposure (unknown), Policy lines held (unknown), Contractual insurance requirements (unknown), Current carrier (unknown), Effective date (unknown), Current premium (unknown), Needs (unknown), Decision-maker role (unknown), Target jurisdiction (unknown).

      • Field: Location count
      • Field: Location states
      • Field: Annual revenue
      • Field: Annual payroll
      • Field: Employee count

    • next_question_selected

      Next question from the field registry: Location count.

      • Field: Location count
  • Alex (AI intake)Waiting on information2 decisions

    Case version 5. Attempts 1. Trigger event evt-000018. Finished .

    • missing_list_updated

      Explicit missing list: Location states (unknown), Annual revenue (unknown), Annual payroll (unknown), Employee count (unknown), Subcontractor count (unknown), Vehicle count (unknown), Client-site work (unknown), Client-data exposure (unknown), Policy lines held (unknown), Contractual insurance requirements (unknown), Current carrier (unknown), Effective date (unknown), Current premium (unknown), Needs (unknown), Decision-maker role (unknown), Target jurisdiction (unknown).

      • Field: Location states
      • Field: Annual revenue
      • Field: Annual payroll
      • Field: Employee count
      • Field: Subcontractor count

    • next_question_selected

      Next question from the field registry: Location states.

      • Field: Location states
  • Alex (AI intake)Waiting on information2 decisions

    Case version 6. Attempts 1. Trigger event evt-000019. Finished .

    • missing_list_updated

      Explicit missing list: Annual revenue (unknown), Annual payroll (unknown), Employee count (unknown), Subcontractor count (unknown), Vehicle count (unknown), Client-site work (unknown), Client-data exposure (unknown), Policy lines held (unknown), Contractual insurance requirements (unknown), Current carrier (unknown), Effective date (unknown), Current premium (unknown), Needs (unknown), Decision-maker role (unknown), Target jurisdiction (unknown).

      • Field: Annual revenue
      • Field: Annual payroll
      • Field: Employee count
      • Field: Subcontractor count
      • Field: Vehicle count

    • next_question_selected

      Next question from the field registry: Annual revenue.

      • Field: Annual revenue
  • Alex (AI intake)Waiting on information2 decisions

    Case version 7. Attempts 1. Trigger event evt-000020. Finished .

    • missing_list_updated

      Explicit missing list: Annual payroll (unknown), Employee count (unknown), Subcontractor count (unknown), Vehicle count (unknown), Client-site work (unknown), Client-data exposure (unknown), Policy lines held (unknown), Contractual insurance requirements (unknown), Current carrier (unknown), Effective date (unknown), Current premium (unknown), Needs (unknown), Decision-maker role (unknown), Target jurisdiction (unknown).

      • Field: Annual payroll
      • Field: Employee count
      • Field: Subcontractor count
      • Field: Vehicle count
      • Field: Client-site work

    • next_question_selected

      Next question from the field registry: Annual payroll.

      • Field: Annual payroll
  • Alex (AI intake)Waiting on information2 decisions

    Case version 8. Attempts 1. Trigger event evt-000021. Finished .

    • missing_list_updated

      Explicit missing list: Employee count (unknown), Subcontractor count (unknown), Vehicle count (unknown), Client-site work (unknown), Client-data exposure (unknown), Policy lines held (unknown), Contractual insurance requirements (unknown), Current carrier (unknown), Effective date (unknown), Current premium (unknown), Needs (unknown), Decision-maker role (unknown), Target jurisdiction (unknown).

      • Field: Employee count
      • Field: Subcontractor count
      • Field: Vehicle count
      • Field: Client-site work
      • Field: Client-data exposure

    • next_question_selected

      Next question from the field registry: Employee count.

      • Field: Employee count
  • Alex (AI intake)Waiting on information2 decisions

    Case version 9. Attempts 1. Trigger event evt-000022. Finished .

    • missing_list_updated

      Explicit missing list: Subcontractor count (unknown), Vehicle count (unknown), Client-site work (unknown), Client-data exposure (unknown), Policy lines held (unknown), Contractual insurance requirements (unknown), Current carrier (unknown), Effective date (unknown), Current premium (unknown), Needs (unknown), Decision-maker role (unknown), Target jurisdiction (unknown).

      • Field: Subcontractor count
      • Field: Vehicle count
      • Field: Client-site work
      • Field: Client-data exposure
      • Field: Policy lines held

    • next_question_selected

      Next question from the field registry: Subcontractor count.

      • Field: Subcontractor count
  • Alex (AI intake)Waiting on information2 decisions

    Case version 10. Attempts 1. Trigger event evt-000023. Finished .

    • missing_list_updated

      Explicit missing list: Vehicle count (unknown), Client-site work (unknown), Client-data exposure (unknown), Policy lines held (unknown), Contractual insurance requirements (unknown), Current carrier (unknown), Effective date (unknown), Current premium (unknown), Needs (unknown), Decision-maker role (unknown), Target jurisdiction (unknown).

      • Field: Vehicle count
      • Field: Client-site work
      • Field: Client-data exposure
      • Field: Policy lines held
      • Field: Contractual insurance requirements

    • next_question_selected

      Next question from the field registry: Vehicle count.

      • Field: Vehicle count
  • Alex (AI intake)Waiting on information2 decisions

    Case version 11. Attempts 1. Trigger event evt-000024. Finished .

    • missing_list_updated

      Explicit missing list: Client-site work (unknown), Client-data exposure (unknown), Policy lines held (unknown), Contractual insurance requirements (unknown), Current carrier (unknown), Effective date (unknown), Current premium (unknown), Needs (unknown), Decision-maker role (unknown), Target jurisdiction (unknown).

      • Field: Client-site work
      • Field: Client-data exposure
      • Field: Policy lines held
      • Field: Contractual insurance requirements
      • Field: Current carrier

    • next_question_selected

      Next question from the field registry: Client-site work.

      • Field: Client-site work
  • Alex (AI intake)Waiting on information2 decisions

    Case version 12. Attempts 1. Trigger event evt-000025. Finished .

    • missing_list_updated

      Explicit missing list: Client-data exposure (unknown), Policy lines held (unknown), Contractual insurance requirements (unknown), Current carrier (unknown), Effective date (unknown), Current premium (unknown), Needs (unknown), Decision-maker role (unknown), Target jurisdiction (unknown).

      • Field: Client-data exposure
      • Field: Policy lines held
      • Field: Contractual insurance requirements
      • Field: Current carrier
      • Field: Effective date

    • next_question_selected

      Next question from the field registry: Client-data exposure.

      • Field: Client-data exposure
  • Alex (AI intake)Waiting on information2 decisions

    Case version 13. Attempts 1. Trigger event evt-000026. Finished .

    • missing_list_updated

      Explicit missing list: Policy lines held (unknown), Contractual insurance requirements (unknown), Current carrier (unknown), Effective date (unknown), Current premium (unknown), Needs (unknown), Decision-maker role (unknown), Target jurisdiction (unknown).

      • Field: Policy lines held
      • Field: Contractual insurance requirements
      • Field: Current carrier
      • Field: Effective date
      • Field: Current premium

    • next_question_selected

      Next question from the field registry: Policy lines held.

      • Field: Policy lines held
  • Alex (AI intake)Waiting on information2 decisions

    Case version 14. Attempts 1. Trigger event evt-000027. Finished .

    • missing_list_updated

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

      • Field: Contractual insurance requirements
      • Field: Current carrier
      • Field: Effective date
      • Field: Current premium
      • Field: Needs

    • next_question_selected

      Next question from the field registry: Contractual insurance requirements.

      • Field: Contractual insurance requirements
  • Alex (AI intake)Waiting on information2 decisions

    Case version 15. Attempts 1. Trigger event evt-000028. Finished .

    • missing_list_updated

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

      • Field: Current carrier
      • Field: Effective date
      • Field: Current premium
      • Field: Needs
      • Field: Decision-maker role

    • next_question_selected

      Next question from the field registry: Current carrier.

      • Field: Current carrier
  • Estimate preparationWaiting on broker2 decisions

    Case version 15. Attempts 1. Trigger event evt-000028. Finished .

    • broker_packet_prepared

      Broker-ready packet prepared. 6 explicit unknowns are listed.

      • Field: Current carrier
      • Field: Effective date
      • Field: Current premium
      • Field: Needs
      • Field: Decision-maker role
      • Field: Target jurisdiction

    • illustrative_estimate_prepared

      Illustrative estimate from the Fictional rate sheet, not broker approved. Not a carrier quote.

      • Field: Annual revenue
      • Field: Annual payroll
  • Alex (AI intake)Waiting on information2 decisions

    Case version 16. Attempts 1. Trigger event evt-000029. Finished .

    • missing_list_updated

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

      • Field: Effective date
      • Field: Current premium
      • Field: Needs
      • Field: Decision-maker role
      • Field: Target jurisdiction

    • next_question_selected

      Next question from the field registry: Effective date.

      • Field: Effective date
  • Estimate preparationWaiting on broker2 decisions

    Case version 16. Attempts 1. Trigger event evt-000029. Finished .

    • broker_packet_prepared

      Broker-ready packet prepared. 5 explicit unknowns are listed.

      • Field: Effective date
      • Field: Current premium
      • Field: Needs
      • Field: Decision-maker role
      • Field: Target jurisdiction

    • illustrative_estimate_prepared

      Illustrative estimate from the Fictional rate sheet, not broker approved. Not a carrier quote.

      • Field: Annual revenue
      • Field: Annual payroll
  • Alex (AI intake)Waiting on information2 decisions

    Case version 17. Attempts 1. Trigger event evt-000030. Finished .

    • missing_list_updated

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

      • Field: Current premium
      • Field: Needs
      • Field: Decision-maker role
      • Field: Target jurisdiction

    • next_question_selected

      Next question from the field registry: Current premium.

      • Field: Current premium
  • Estimate preparationWaiting on broker2 decisions

    Case version 17. Attempts 1. Trigger event evt-000030. Finished .

    • broker_packet_prepared

      Broker-ready packet prepared. 4 explicit unknowns are listed.

      • Field: Current premium
      • Field: Needs
      • Field: Decision-maker role
      • Field: Target jurisdiction

    • illustrative_estimate_prepared

      Illustrative estimate from the Fictional rate sheet, not broker approved. Not a carrier quote.

      • Field: Annual revenue
      • Field: Annual payroll
  • Alex (AI intake)Waiting on information2 decisions

    Case version 18. Attempts 1. Trigger event evt-000031. Finished .

    • missing_list_updated

      Explicit missing list: Needs (unknown), Decision-maker role (unknown), Target jurisdiction (unknown).

      • Field: Needs
      • Field: Decision-maker role
      • Field: Target jurisdiction

    • next_question_selected

      Next question from the field registry: Needs.

      • Field: Needs
  • Estimate preparationWaiting on broker2 decisions

    Case version 18. Attempts 1. Trigger event evt-000031. Finished .

    • broker_packet_prepared

      Broker-ready packet prepared. 3 explicit unknowns are listed.

      • Field: Needs
      • Field: Decision-maker role
      • Field: Target jurisdiction

    • illustrative_estimate_prepared

      Illustrative estimate from the Fictional rate sheet, not broker approved. Not a carrier quote.

      • Field: Annual revenue
      • Field: Annual payroll
  • Alex (AI intake)Waiting on information2 decisions

    Case version 19. Attempts 1. Trigger event evt-000032. Finished .

    • missing_list_updated

      Explicit missing list: Decision-maker role (unknown), Target jurisdiction (unknown).

      • Field: Decision-maker role
      • Field: Target jurisdiction

    • next_question_selected

      Next question from the field registry: Decision-maker role.

      • Field: Decision-maker role
  • Estimate preparationWaiting on broker2 decisions

    Case version 19. Attempts 1. Trigger event evt-000032. Finished .

    • broker_packet_prepared

      Broker-ready packet prepared. 2 explicit unknowns are listed.

      • Field: Decision-maker role
      • Field: Target jurisdiction

    • illustrative_estimate_prepared

      Illustrative estimate from the Fictional rate sheet, not broker approved. Not a carrier quote.

      • Field: Annual revenue
      • Field: Annual payroll
  • Alex (AI intake)Waiting on information2 decisions

    Case version 20. Attempts 1. Trigger event evt-000033. Finished .

    • missing_list_updated

      Explicit missing list: Target jurisdiction (unknown).

      • Field: Target jurisdiction

    • next_question_selected

      Next question from the field registry: Target jurisdiction.

      • Field: Target jurisdiction
  • Estimate preparationWaiting on broker2 decisions

    Case version 20. Attempts 1. Trigger event evt-000033. Finished .

    • broker_packet_prepared

      Broker-ready packet prepared. 1 explicit unknowns are listed.

      • Field: Target jurisdiction

    • illustrative_estimate_prepared

      Illustrative estimate from the Fictional rate sheet, not broker approved. Not a carrier quote.

      • Field: Annual revenue
      • Field: Annual payroll
  • Submission supportWaiting on broker1 decision

    Case version 21. Attempts 1. Trigger event evt-000034. Finished .

    • submission_support_waiting

      Nothing runs until the broker approves the pending request.

      • Event: Broker decision
  • Quote comparisonWaiting on broker2 decisions

    Case version 22. Attempts 1. Trigger event evt-000035. Finished .

    • comparison_built

      Compared 1 fictional quotes. 2 cells are not stated in the source.

      • Source: Fictional Carrier C package quote, See comparison cells

    • no_agent_recommendation

      The agent makes no recommendation. Only a broker can record one through approval.

      No evidence references recorded.

  • Quote comparisonWaiting on broker2 decisions

    Case version 23. Attempts 1. Trigger event evt-000036. Finished .

    • comparison_built

      Compared 2 fictional quotes. 4 cells are not stated in the source.

      • Source: Fictional Carrier C package quote, See comparison cells
      • Source: Fictional Carrier D package quote, See comparison cells

    • no_agent_recommendation

      The agent makes no recommendation. Only a broker can record one through approval.

      No evidence references recorded.

  • Follow-upWaiting on broker1 decision

    Case version 24. Attempts 1. Trigger event evt-000053. Finished .

    • follow_up_draft_held

      Follow-up draft prepared and held for broker approval. Nothing was sent.

      • Field: Target jurisdiction
  • Renewal watchSucceeded1 decision

    Case version 24. Attempts 1. Trigger event evt-000053. Finished .

    • renewal_beyond_watch

      Renewal is 221 days out, beyond the watch windows.

      • Field: Renewal date
      • Event: Clock tick