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What Bob handled, and what needs a human. Everything Bob does is logged and reviewable.
Modelled on sample activity.
Bob answered an after-hours web chat and captured a life intake
2m agoIndicative quote sent to the Okoro family (Life, $118/mo)
14m agoAdverse-decision flag raised on a health load, routed to a licensed adviser
31m agoClaim CLM-2043 assessed from photos and fast-tracked
1h agoRenewal reminder drafted for Priya Nair
2h ago| Client | Line | Monthly | Renews | Status |
|---|---|---|---|---|
| Dana Chen | Life + Health | $206/mo | 12 Aug | Active |
| The Okoro family | Life | $118/mo | 02 Sep | Pending |
| Priya Nair | Health | $150/mo | 21 Sep | Active |
| Harbor & Co | Key-person life | $210/mo | 04 Oct | Active |