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

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Runs

What each AI agent did, what it decided, and the evidence it used. Expand a run to read its decisions.

Agent Runs

  • Premium riskStopped on mismatch1 decision

    Case Quillstone Row Lofts (fictional), CV-0145. 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
  • Renewal watchSucceeded1 decision

    Case Quillstone Row Lofts (fictional), CV-0145. 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
  • Follow-upWaiting on broker1 decision

    Case Quillstone Row Lofts (fictional), CV-0145. 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 Thistlewhip Joinery (fictional), CV-0144. 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
  • Follow-upWaiting on broker1 decision

    Case Thistlewhip Joinery (fictional), CV-0144. 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 watchWaiting on information1 decision

    Case Moonwick Household (fictional), CV-0143. Case version 7. Attempts 1. Trigger event evt-000052. Finished .

    • renewal_date_unknown

      The renewal date is unknown.

      • Field: Renewal date
      • Event: Clock tick
  • Renewal watchSucceeded1 decision

    Case Lanternfield IT Staffing, CV-0142. Case version 8. Attempts 1. Trigger event evt-000051. Finished .

    • renewal_window_90

      Renewal is 87 days out, inside the 90-day window.

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

    Case Quillstone Row Lofts (fictional), CV-0145. 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
  • Premium riskWaiting on information1 decision

    Case Quillstone Row Lofts (fictional), CV-0145. 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 riskWaiting on information1 decision

    Case Quillstone Row Lofts (fictional), CV-0145. 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 Quillstone Row Lofts (fictional), CV-0145. 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
  • Alex (AI intake)Waiting on information2 decisions

    Case Quillstone Row Lofts (fictional), CV-0145. 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
  • Alex (AI intake)Waiting on information2 decisions

    Case Quillstone Row Lofts (fictional), CV-0145. 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 Quillstone Row Lofts (fictional), CV-0145. 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 Quillstone Row Lofts (fictional), CV-0145. 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 Quillstone Row Lofts (fictional), CV-0145. 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 Quillstone Row Lofts (fictional), CV-0145. 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 Quillstone Row Lofts (fictional), CV-0145. 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 Quillstone Row Lofts (fictional), CV-0145. 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
  • Document intakeSucceeded1 decision

    Case Quillstone Row Lofts (fictional), CV-0145. 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 Quillstone Row Lofts (fictional), CV-0145. 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
  • Quote comparisonWaiting on broker2 decisions

    Case Thistlewhip Joinery (fictional), CV-0144. 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.

  • Quote comparisonWaiting on broker2 decisions

    Case Thistlewhip Joinery (fictional), CV-0144. 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.

  • Submission supportWaiting on broker1 decision

    Case Thistlewhip Joinery (fictional), CV-0144. 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
  • Estimate preparationWaiting on broker2 decisions

    Case Thistlewhip Joinery (fictional), CV-0144. 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
  • Alex (AI intake)Waiting on information2 decisions

    Case Thistlewhip Joinery (fictional), CV-0144. 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 Thistlewhip Joinery (fictional), CV-0144. 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 Thistlewhip Joinery (fictional), CV-0144. 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 Thistlewhip Joinery (fictional), CV-0144. 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 Thistlewhip Joinery (fictional), CV-0144. 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 Thistlewhip Joinery (fictional), CV-0144. 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 Thistlewhip Joinery (fictional), CV-0144. 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 Thistlewhip Joinery (fictional), CV-0144. 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 Thistlewhip Joinery (fictional), CV-0144. 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 Thistlewhip Joinery (fictional), CV-0144. 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 Thistlewhip Joinery (fictional), CV-0144. 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
  • Alex (AI intake)Waiting on information2 decisions

    Case Thistlewhip Joinery (fictional), CV-0144. 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 Thistlewhip Joinery (fictional), CV-0144. 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 Thistlewhip Joinery (fictional), CV-0144. 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 Thistlewhip Joinery (fictional), CV-0144. 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 Thistlewhip Joinery (fictional), CV-0144. 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 Thistlewhip Joinery (fictional), CV-0144. 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 Thistlewhip Joinery (fictional), CV-0144. 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 Thistlewhip Joinery (fictional), CV-0144. 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 Thistlewhip Joinery (fictional), CV-0144. 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 Thistlewhip Joinery (fictional), CV-0144. 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 Thistlewhip Joinery (fictional), CV-0144. 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
  • Document intakeSucceeded1 decision

    Case Thistlewhip Joinery (fictional), CV-0144. 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
  • Document intakeSucceeded1 decision

    Case Thistlewhip Joinery (fictional), CV-0144. 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
  • Alex (AI intake)Waiting on information2 decisions

    Case Thistlewhip Joinery (fictional), CV-0144. 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
  • Alex (AI intake)Waiting on information3 decisions

    Case Moonwick Household (fictional), CV-0143. Case version 6. Attempts 1. Trigger event evt-000013. Finished .

    • missing_list_updated

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

      • Field: Current carrier
      • Field: Renewal date
      • Field: Effective date
      • Field: Current premium
      • Field: Needs

    • next_question_selected

      Next question from the field registry: Renewal date.

      • Field: Renewal date

    • sensitive_health_channel_warning

      Alex told the client this channel must not receive health details. Only the category marker exists.

      • Event: Structured signal
  • Alex (AI intake)Waiting on information2 decisions

    Case Moonwick Household (fictional), CV-0143. Case version 5. Attempts 1. Trigger event evt-000012. Finished .

    • missing_list_updated

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

      • Field: Current carrier
      • Field: Renewal date
      • Field: Effective date
      • Field: Current premium
      • Field: Needs

    • next_question_selected

      Next question from the field registry: Renewal date.

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

    Case Moonwick Household (fictional), CV-0143. Case version 4. Attempts 1. Trigger event evt-000011. Finished .

    • missing_list_updated

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

      • Field: Current carrier
      • Field: Renewal date
      • Field: Effective date
      • Field: Current premium
      • Field: Needs

    • next_question_selected

      Next question from the field registry: Current carrier.

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

    Case Moonwick Household (fictional), CV-0143. Case version 3. Attempts 1. Trigger event evt-000010. Finished .

    • missing_list_updated

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

      • Field: Household tier
      • Field: Current carrier
      • Field: Renewal date
      • Field: Effective date
      • Field: Current premium

    • next_question_selected

      Next question from the field registry: Household tier.

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

    Case Moonwick Household (fictional), CV-0143. Case version 2. Attempts 1. Trigger event evt-000009. Finished .

    • missing_list_updated

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

      • Field: Coverage source
      • Field: Household tier
      • Field: Current carrier
      • Field: Renewal date
      • Field: Effective date

    • next_question_selected

      Next question from the field registry: Coverage source.

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

    Case Moonwick Household (fictional), CV-0143. Case version 1. Attempts 1. Trigger event evt-000008. Finished .

    • missing_list_updated

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

      • Field: Health segment
      • Field: Current carrier
      • Field: Renewal date
      • Field: Effective date
      • Field: Current premium

    • next_question_selected

      Next question from the field registry: Health segment.

      • Field: Health segment
  • Document intakeSucceeded1 decision

    Case Lanternfield IT Staffing, CV-0142. Case version 7. Attempts 1. Trigger event evt-000007. Finished .

    • untrusted_fields_recorded

      Recorded 1 extracted fields from Lanternfield summary of benefits (fictional) as untrusted.

      • Source: current_carrier, SBC p. 1, header
  • Document intakeWaiting on broker2 decisions

    Case Lanternfield IT Staffing, CV-0142. Case version 6. Attempts 1. Trigger event evt-000006. Finished .

    • untrusted_fields_recorded

      Recorded 1 extracted fields from Lanternfield premium invoice (fictional) as untrusted.

      • Source: enrolled_count, Invoice p. 2, enrolled employees

    • discrepancy_flagged

      The document states 33, and the record holds 31. Nothing was overwritten. A broker must resolve this.

      • Source: Enrolled employees, Invoice p. 2, enrolled employees
  • Alex (AI intake)Waiting on information2 decisions

    Case Lanternfield IT Staffing, CV-0142. Case version 5. Attempts 1. Trigger event evt-000005. Finished .

    • missing_list_updated

      Explicit missing list: Coverage waivers (unknown), Employee states (unknown), Current benefits (unknown), Employer contribution (unknown), Effective date (unknown), Current premium (unknown), Needs (unknown), Decision-maker role (unknown), Target jurisdiction (unknown).

      • Field: Coverage waivers
      • Field: Employee states
      • Field: Current benefits
      • Field: Employer contribution
      • Field: Effective date

    • next_question_selected

      Next question from the field registry: Coverage waivers.

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

    Case Lanternfield IT Staffing, CV-0142. Case version 4. Attempts 1. Trigger event evt-000004. Finished .

    • missing_list_updated

      Explicit missing list: Enrolled employees (unknown), Coverage waivers (unknown), Employee states (unknown), Current benefits (unknown), Employer contribution (unknown), Effective date (unknown), Current premium (unknown), Needs (unknown), Decision-maker role (unknown), Target jurisdiction (unknown).

      • Field: Enrolled employees
      • Field: Coverage waivers
      • Field: Employee states
      • Field: Current benefits
      • Field: Employer contribution

    • next_question_selected

      Next question from the field registry: Enrolled employees.

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

    Case Lanternfield IT Staffing, CV-0142. Case version 3. Attempts 1. Trigger event evt-000003. Finished .

    • missing_list_updated

      Explicit missing list: Eligible employees (unknown), Enrolled employees (unknown), Coverage waivers (unknown), Employee states (unknown), Current benefits (unknown), Employer contribution (unknown), Effective date (unknown), Current premium (unknown), Needs (unknown), Decision-maker role (unknown), Target jurisdiction (unknown).

      • Field: Eligible employees
      • Field: Enrolled employees
      • Field: Coverage waivers
      • Field: Employee states
      • Field: Current benefits

    • next_question_selected

      Next question from the field registry: Eligible employees.

      • Field: Eligible employees
  • Document intakeSucceeded1 decision

    Case Lanternfield IT Staffing, CV-0142. Case version 2. Attempts 1. Trigger event evt-000002. Finished .

    • untrusted_fields_recorded

      Recorded 2 extracted fields from Lanternfield renewal notice (fictional) as untrusted.

      • Source: renewal_date, Renewal notice p. 1, first paragraph
      • Source: current_carrier, Renewal notice p. 1, header
  • Alex (AI intake)Waiting on information2 decisions

    Case Lanternfield IT Staffing, CV-0142. Case version 1. Attempts 1. Trigger event evt-000001. Finished .

    • missing_list_updated

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

      • Field: Health segment
      • Field: Current carrier
      • Field: Renewal date
      • Field: Effective date
      • Field: Current premium

    • next_question_selected

      Next question from the field registry: Health segment.

      • Field: Health segment

Agent Manifests

Each AI agent can only read and write what its manifest lists.

AI AgentWakes OnReadsWritesNeeds Approval
Alex (AI intake)
  • case.opened
  • intake.answered
  • intake.refused
  • intake.signal
  • all intake fields
  • decisions
  • tasks
  • reply
None
Document intake
  • document.received
  • conflict.resolved
  • document fixtures
  • case fields
  • decisions
  • tasks
None
Follow-up
  • intake.answered
  • intake.refused
  • document.received
  • conflict.resolved
  • clock.ticked
  • missing fields
  • expected documents
  • decisions
  • drafts
  • approvals
  • follow_up_send_simulation
Estimate preparation
  • intake.answered
  • intake.refused
  • document.received
  • conflict.resolved
  • all case fields
  • rate sheet fixture
  • decisions
  • packet
  • approvals
  • broker_packet_review
Quote comparison
  • carrier_quote.received
  • approval.decided
  • intake.answered
  • intake.refused
  • document.received
  • conflict.resolved
  • carrier quote fixtures
  • packet approval
  • decisions
  • approvals
  • recommendation
Renewal watch
  • clock.ticked
  • renewal_date
  • decisions
  • tasks
None
Premium risk
  • premium_notice.received
  • payment_evidence.received
  • clock.ticked
  • approval.decided
  • premium notice fixture
  • lender, broker and payment evidence fixtures
  • decisions
  • tasks
  • approvals
  • premium_signoff
Submission support
  • approval.decided
  • intake.answered
  • intake.refused
  • document.received
  • conflict.resolved
  • approval decisions
  • known case fields
  • broker recommendation
  • decisions
  • approvals
  • portal_operations
  • carrier_submission_simulation
  • closing_handoff
Policy check
  • policy.issued
  • approval.decided
  • carrier_quote.received
  • issued policy and COI fixture
  • broker recommendation
  • recommended quote fixture
  • decisions
  • tasks
None