Use Case 1
Group Quote Preparation
Trigger: A census arrives for an employer group
1.Run a preflight credential check
2.Normalize the census and determine employer size
3.Run participation and contribution testing
4.Pin the applicable rate table
5.Rate the census and compare funding options
6.Assemble a decision-ready pack with an audit trail
7.Hand off to the producer without releasing
✓
Producers get a reproducible, decision-ready quote pack without the agent releasing anything.
Use Case 2
Participation Integrity
Trigger: A group may not meet participation rules
1.Test participation and contribution against the rules
2.Detect a failing group
3.Show the specific shortfall in the pack
4.Model what change would bring it into range
5.Refuse to record a fail as a pass
✓
Quotes rest on real participation, so they survive install instead of unwinding.
Integrations
Process Library (Small Group)
Rating & Quoting Engine
Census & Eligibility Data
Rate Tables
Document Generation (Quote Pack)
Industries
healthcare
See It In Action
A sample conversation with this agent
Quote this group—census just arrived.
One run from census to a producer-ready pack: a preflight credential check, census normalization, employer-size determination, participation and contribution testing, rate-table pinning, census rating, and a funding comparison. I assemble a decision-ready pack with the full audit trail—every step shown—and hand it to the producer. I never release the quote myself; the producer owns that call.
Group fails participation—just push the quote through anyway.
I don't paper over a failed participation test. The pack shows the group failing participation with the specific numbers, because a quote released on a group that doesn't meet participation is a quote that unwinds at install. I can show what participation or contribution change would bring it into range, but I won't record it as passing when it isn't.
Why did you pin this rate table?
Rate-table pinning is on the audit trail: the effective date and the group's rating characteristics determine which table applies, and I record which one and why. Pinning it explicitly means the quote can be reproduced and defended later, rather than someone wondering months on which rates were used. If the effective date shifts, the pinned table can shift with it—shown, not silent.