AI Life Form
Agent-assisted underwriting prototype — sample data only
Voice assistant is off
Turn it on, then conduct the call naturally. Spelled names and addresses are handled carefully.
Live transcript will appear here…
Needs confirmation:
New Client
Designed for you to complete while the client is live on the phone.
Payment & Coverage
Potential carriers remaining: 10
How will premiums be paid?
CheckingSavingsDirect ExpressOtherNo account
Health Interview
Potential carriers remaining: 8
Selecting a condition can reveal only the follow-up questions that matter to remaining carriers.
Has the client had any of these?
Heart attack / heart diseaseStroke / TIADiabetesCOPD / respiratory diseaseCancerKidney / liver diseaseDementia / Alzheimer'sUses cane / walker
Living / recent care
Carrier Match
Age 72Non-nicotineChecking
3 sample carrier matches from this agent's enabled carrier list
Transamerica
Potential pre-screen fit — final eligibility subject to carrier underwriting.
Quote 1
Quote 2
Quote 3
Ethos
Potential pre-screen fit.
Quote 1
Quote 2
Quote 3
Carrier 3
Only carriers enabled for the logged-in agent appear here.
Save to Pipeline
Pipeline
New
Contacted
Quoted
App Started
Submitted
Placed
Prototype only: this file does not transmit or store real client data. Production version should use authenticated, encrypted storage for sensitive health/identity data and email only masked identifiers.