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

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Quillstone Row Lofts (fictional)

CV-0145FictionalProperty
  1. Finished: Intake
  2. Qualification
  3. Estimate Preparation
  4. Broker Review
  5. Human Closing Handoff
Owner
Alex (AI intake assistant), broker on call
Next Step
Broker decision pending: Simulate follow-up send for Quillstone Row Lofts (fictional).
  • Demo Scope Not assessed
  • Completeness 10 of 17 required known
  • Eligibility Needs broker review

Runs

  • Alex (AI intake)Waiting on information2 decisions

    Case version 1. Attempts 1. Trigger event evt-000037. Finished .

    • missing_list_updated

      Explicit missing list: Property interest (unknown), Occupancy (unknown), Construction (unknown), Year built (unknown), Protection (unknown), Vacancy (unknown), Losses in five years (unknown), Lender requirements (unknown), Current carrier (unknown), Renewal date (unknown), Effective date (unknown), Current premium (unknown), Needs (unknown), Decision-maker role (unknown), Target jurisdiction (unknown).

      • Field: Property interest
      • Field: Occupancy
      • Field: Construction
      • Field: Year built
      • Field: Protection

    • next_question_selected

      Next question from the field registry: Property interest.

      • Field: Property interest
  • Document intakeSucceeded1 decision

    Case version 2. Attempts 1. Trigger event evt-000038. Finished .

    • untrusted_fields_recorded

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

      • Source: construction, Declarations p. 1, location schedule
      • Source: renewal_date, Declarations p. 1, policy period
  • Alex (AI intake)Waiting on information2 decisions

    Case version 3. Attempts 1. Trigger event evt-000039. Finished .

    • missing_list_updated

      Explicit missing list: Occupancy (unknown), Year built (unknown), Protection (unknown), Vacancy (unknown), Losses in five years (unknown), Lender requirements (unknown), Purchase price (unknown), Rebuilding cost estimate (unknown), Current carrier (unknown), Effective date (unknown), Current premium (unknown), Needs (unknown), Decision-maker role (unknown), Target jurisdiction (unknown).

      • Field: Occupancy
      • Field: Year built
      • Field: Protection
      • Field: Vacancy
      • Field: Losses in five years

    • next_question_selected

      Next question from the field registry: Occupancy.

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

    Case version 4. Attempts 1. Trigger event evt-000040. Finished .

    • missing_list_updated

      Explicit missing list: Year built (unknown), Protection (unknown), Vacancy (unknown), Losses in five years (unknown), Lender requirements (unknown), Purchase price (unknown), Rebuilding cost estimate (unknown), Current carrier (unknown), Effective date (unknown), Current premium (unknown), Needs (unknown), Decision-maker role (unknown), Target jurisdiction (unknown).

      • Field: Year built
      • Field: Protection
      • Field: Vacancy
      • Field: Losses in five years
      • Field: Lender requirements

    • next_question_selected

      Next question from the field registry: Year built.

      • Field: Year built
  • Alex (AI intake)Waiting on information2 decisions

    Case version 5. Attempts 1. Trigger event evt-000041. Finished .

    • missing_list_updated

      Explicit missing list: Protection (unknown), Vacancy (unknown), Losses in five years (unknown), Lender requirements (unknown), Purchase price (unknown), Rebuilding cost estimate (unknown), Current carrier (unknown), Effective date (unknown), Current premium (unknown), Needs (unknown), Decision-maker role (unknown), Target jurisdiction (unknown).

      • Field: Protection
      • Field: Vacancy
      • Field: Losses in five years
      • Field: Lender requirements
      • Field: Purchase price

    • next_question_selected

      Next question from the field registry: Protection.

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

    Case version 6. Attempts 1. Trigger event evt-000042. Finished .

    • missing_list_updated

      Explicit missing list: Vacancy (unknown), Losses in five years (unknown), Lender requirements (unknown), Purchase price (unknown), Rebuilding cost estimate (unknown), Current carrier (unknown), Effective date (unknown), Current premium (unknown), Needs (unknown), Decision-maker role (unknown), Target jurisdiction (unknown).

      • Field: Vacancy
      • Field: Losses in five years
      • Field: Lender requirements
      • Field: Purchase price
      • Field: Rebuilding cost estimate

    • next_question_selected

      Next question from the field registry: Vacancy.

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

    Case version 7. Attempts 1. Trigger event evt-000043. Finished .

    • missing_list_updated

      Explicit missing list: Losses in five years (unknown), Lender requirements (unknown), Purchase price (unknown), Rebuilding cost estimate (unknown), Current carrier (unknown), Effective date (unknown), Current premium (unknown), Needs (unknown), Decision-maker role (unknown), Target jurisdiction (unknown).

      • Field: Losses in five years
      • Field: Lender requirements
      • Field: Purchase price
      • Field: Rebuilding cost estimate
      • Field: Current carrier

    • next_question_selected

      Next question from the field registry: Losses in five years.

      • Field: Losses in five years
  • Alex (AI intake)Waiting on information2 decisions

    Case version 8. Attempts 1. Trigger event evt-000044. Finished .

    • missing_list_updated

      Explicit missing list: Lender requirements (unknown), Purchase price (unknown), Rebuilding cost estimate (unknown), Current carrier (unknown), Effective date (unknown), Current premium (unknown), Needs (unknown), Decision-maker role (unknown), Target jurisdiction (unknown).

      • Field: Lender requirements
      • Field: Purchase price
      • Field: Rebuilding cost estimate
      • Field: Current carrier
      • Field: Effective date

    • next_question_selected

      Next question from the field registry: Lender requirements.

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

    Case version 9. Attempts 1. Trigger event evt-000045. Finished .

    • missing_list_updated

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

      • Field: Purchase price
      • Field: Rebuilding cost estimate
      • Field: Current carrier
      • Field: Effective date
      • Field: Current premium

    • next_question_selected

      Next question from the field registry: Purchase price.

      • Field: Purchase price
  • Alex (AI intake)Waiting on information2 decisions

    Case version 10. Attempts 1. Trigger event evt-000046. Finished .

    • missing_list_updated

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

      • Field: Rebuilding cost estimate
      • Field: Current carrier
      • Field: Effective date
      • Field: Current premium
      • Field: Needs

    • next_question_selected

      Next question from the field registry: Rebuilding cost estimate.

      • Field: Rebuilding cost estimate
  • Premium riskWaiting on information1 decision

    Case version 11. Attempts 1. Trigger event evt-000047. Finished .

    • premium_evidence_incomplete

      Waiting on a notice or more evidence before reconciling.

      • Source: Premium cancellation notice (fictional), Notice p. 1, summary box
  • Premium riskWaiting on information1 decision

    Case version 12. Attempts 1. Trigger event evt-000048. Finished .

    • premium_evidence_incomplete

      Waiting on a notice or more evidence before reconciling.

      • Source: Premium cancellation notice (fictional), Notice p. 1, summary box
      • Source: Lender record, matching (fictional), Lender letter p. 1
  • Premium riskWaiting on information1 decision

    Case version 13. Attempts 1. Trigger event evt-000049. Finished .

    • premium_evidence_incomplete

      Waiting on a notice or more evidence before reconciling.

      • Source: Premium cancellation notice (fictional), Notice p. 1, summary box
      • Source: Lender record, matching (fictional), Lender letter p. 1
      • Source: Broker record, matching (fictional), Broker file p. 2
  • Premium riskStopped on mismatch1 decision

    Case version 14. Attempts 1. Trigger event evt-000050. Finished .

    • premium_mismatch_stopped

      Evidence does not reconcile: Paid 4100 is less than the 6825 due.

      • Source: Premium cancellation notice (fictional), Notice p. 1, summary box
      • Source: Lender record, matching (fictional), Lender letter p. 1
      • Source: Broker record, matching (fictional), Broker file p. 2
      • Source: Payment record, mismatching (fictional), Payment ledger p. 1
  • Follow-upWaiting on broker1 decision

    Case version 15. Attempts 1. Trigger event evt-000054. Finished .

    • follow_up_draft_held

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

      • Field: Rebuilding cost estimate
      • Field: Current carrier
      • Field: Effective date
      • Field: Current premium
      • Field: Needs
      • Field: Decision-maker role
      • Field: Target jurisdiction
  • Renewal watchSucceeded1 decision

    Case version 15. Attempts 1. Trigger event evt-000054. Finished .

    • renewal_window_60

      Renewal is 34 days out, inside the 60-day window.

      • Field: Renewal date
      • Event: Clock tick
  • Premium riskStopped on mismatch1 decision

    Case version 15. Attempts 1. Trigger event evt-000054. Finished .

    • premium_mismatch_stopped

      Evidence does not reconcile: Paid 4100 is less than the 6825 due.

      • Source: Premium cancellation notice (fictional), Notice p. 1, summary box
      • Source: Lender record, matching (fictional), Lender letter p. 1
      • Source: Broker record, matching (fictional), Broker file p. 2
      • Source: Payment record, mismatching (fictional), Payment ledger p. 1