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The Okoro family

2 adults · Life intake

QuoteQuote

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Can you send through the life cover quote we talked about on the call?

Customer·8:05am

Of course. I have your intake: joint life cover, $118 a month indicative. Let me confirm the sum insured before I send it.

Bob · AI·8:06am

Yes, $750k each like we said.

Customer·8:12am

Bob drafted a replyQuoteIndicative until you send

Thanks. Here is your indicative quote: joint life cover, $750,000 each, $118 a month. This is indicative until your adviser reviews and binds it, which usually takes a day. I have attached the summary. Shall I book a 15 minute call to walk you through it?

Why Bob drafted this

Intake is complete and matches a standard joint term-life band. Sum insured was confirmed by the customer.

90% · High confidence

Based on: Bob Quote intake QUO-4821

Details

Client: View client
Channel: Quote
Decision: Quote
Queue: Ready
Bob confidence: 90%

Nothing goes out until you approve it. Bob logs every reply with its reasoning and sources.