Guided Case
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The guided case uses predefined information to demonstrate the EasyLife AI interaction without exposing a live customer environment. No further sign-up is needed — walk through the five steps below.

EasyLife AI guided case
Predefined Term Life caseJordan M., age 47
Step 1 of 5Start with the client conversation
Illustrative predefined case
Client says

“I want $1 million of coverage while my kids are still dependent”

Age 47, non-smoker, 20-year protection goal, controlled Type 2 diabetes, currently taking metformin.

EasyLife AI builds

Intelligent Client Profile

Coverage$1,000,000
Duration20 years
TobaccoNon-smoker
Health contextControlled diabetes
Missing-information signal

The last A1C result changes the rate expectation

The case cannot be assessed responsibly from “controlled diabetes” alone.

Next best questionWhen was your last A1C test, and what was the result?
Producer lens

Ask while the client is still engaged

The producer can complete more high-quality work before showing a rate or moving the case downstream.

Updated fact

A1C: 6.8, tested three months ago

No insulin, no documented complications, stable medication history.

Term carrier comparison
Carrier option A · Term 20Likely Standard Plus · estimated 2 days
$48.20/moReview
Carrier option B · Term 20Likely Standard · estimated 4 days
$51.75/moReview
Carrier option C · Term 20Likely Standard · estimated 5 days
$55.10/moReview
Likely rate direction

Standard Plus to Standard

Illustrative expectation based on the predefined facts. It is not an underwriting decision, guarantee, or carrier offer.

Why this rangeAge, non-tobacco status, A1C stability, treatment, and complication history all matter.
Producer lens

Quote without excessive optimism

Use the likely range to frame live carrier rates where supported and explain why the final offer may differ.

Selected Term path

Term Life, 20 years, $1 million, realistic rate range

One case can now continue through the workflow that fits the organization.

StandaloneContinue

Use the selected case direction and submit through the process used today.

Tech integrationReturn data

Send approved case and selection fields into the downstream application workflow.

Participating carrierApply

Move into an implemented drop-ticket or e-application connection.

This guided case is illustrative, predefined, and non-binding. It does not provide an underwriting decision, guaranteed rate class, carrier offer, or live insurance quote.