Thistlewhip Joinery (fictional)
CV-0144FictionalBusiness- Finished: Intake
- Finished: Qualification
- Finished: Estimate Preparation
- Broker Review
- 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
Timeline
| Seq | Event | Type | Source | Occurred | Received |
|---|---|---|---|---|---|
| 14 | Case opened from Thistlewhip Joinery (fictional) | case.opened | Synthetic intake | ||
| 15 | Received Thistlewhip declarations (fictional) | document.received | Fictional document fixture | ||
| 16 | Received Thistlewhip loss runs (fictional) | document.received | Fictional document fixture | ||
| 17 | Answered Operations class | intake.answered | Alex structured intake | ||
| 18 | Answered Location count | intake.answered | Alex structured intake | ||
| 19 | Answered Location states | intake.answered | Alex structured intake | ||
| 20 | Answered Annual revenue | intake.answered | Alex structured intake | ||
| 21 | Answered Annual payroll | intake.answered | Alex structured intake | ||
| 22 | Answered Employee count | intake.answered | Alex structured intake | ||
| 23 | Answered Subcontractor count | intake.answered | Alex structured intake | ||
| 24 | Answered Vehicle count | intake.answered | Alex structured intake | ||
| 25 | Answered Client-site work | intake.answered | Alex structured intake | ||
| 26 | Answered Client-data exposure | intake.answered | Alex structured intake | ||
| 27 | Answered Policy lines held | intake.answered | Alex structured intake | ||
| 28 | Answered Contractual insurance requirements | intake.answered | Alex structured intake | ||
| 29 | Answered Current carrier | intake.answered | Alex structured intake | ||
| 30 | Answered Effective date | intake.answered | Alex structured intake | ||
| 31 | Answered Current premium | intake.answered | Alex structured intake | ||
| 32 | Answered Needs | intake.answered | Alex structured intake | ||
| 33 | Answered Decision-maker role | intake.answered | Alex structured intake | ||
| 34 | Broker approved broker packet review | approval.decided | Designated licensed broker (demo role) | ||
| 35 | Received Fictional Carrier C package quote | carrier_quote.received | Fictional carrier fixture | ||
| 36 | Received Fictional Carrier D package quote | carrier_quote.received | Fictional carrier fixture | ||
| 53 | Demo clock moved to 2026-11-06 | clock.ticked | Demo clock |