AI case intake
What are we writing
Client profile
Run the knockouts first. They decide whether you are shopping level plans or going straight to graded and guaranteed issue.
Knockout sweep · ask every client
Conditions, procedures, history
Add timing whenever you can: 3 years ago 18 months 2019 current. Timing is what separates level from graded at most of these carriers.
Rx intelligence · medications tell the real story
Carriers run a prescription check on every app. Enter the meds before you quote so nothing surprises you after.
These are the exact answers the Pinnacle sheet needs to give a firm read. Ask them in this order and tap the client's answer.
Ranked across the Pinnacle roster for this client.
Your play for this call, the application checklist and a talk track built from this client's placement.
The play
Have this ready before you start the app
Talk track
AI close coach
Claude writes a talk track for this exact client: how to present the lead plan, the transition into the application, and their most likely objections.
Case summary · for your notes, CRM or upline
Condition lookup · one condition across every carrier
Carrier sheet · one product, every condition
Rx library · what a medication tells underwriting
Carriers your agents can write through Pinnacle. Switch off any you are not appointed with and the wizard stops recommending them. Saved on this device.
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