Agency intake assessment

Run demo

What needs review before handoff?

For implementation and data operations: check incoming agency files, resolve exceptions, and hand the evidence to finance and operations.

Data-check result

Review required before handoff.

Passed with warnings No blockers. 308 errors keep their rows out of the load files and 423 warnings pass with a flag.

This result is not agency go-live approval. Review excluded rows, financial differences, source readiness and identity holds before handoff.

    See the exceptions

    Blockers

    0

    Stop the whole load

    Errors

    308

    Rows kept out of the load files

    Warnings

    423

    Rows load with a flag

    Clean rows

    12,836

    of 14,879 rows read

    Informational notes13Notes only, nothing to fix

    Financial and operational checks

    Check variance sum

    $5,085.55

    239 items, all 3 checks ran, plus 114 commissions off the rate table or totals ($7,018.44)

    Sum across checks; a line can appear more than once. This is not a missing-revenue total.

    RTS gaps

    27

    Policies sold without ready-to-sell status

    Technical run details

    Replay calls and frozen-clock timestamps describe this synthetic run. They do not measure staff time saved.

    Jev AI review

    164 calls

    $0.002961 estimated, replay mode

    Run time

    Not measured

    Frozen clock, run on Oct 1, 2026

    Exceptions by source file

    Severity distribution
    • crm192 errors, 357 warnings, 1 info
    • commission_lines48 errors
    • statement_harborline14 errors, 13 warnings, 2 info
    • statement_summit_health_plans11 errors, 15 warnings, 2 info
    • statement_northwind_health14 errors, 9 warnings, 2 info
    • statement_cardinal_mutual13 errors, 7 warnings, 2 info
    • statement_bluepeak11 errors, 8 warnings, 2 info
    • statement_meridian_care5 errors, 14 warnings, 2 info