Story 03
The carrier PDF that slowed down every client meeting.
The advisor knew how to guide the client. First, someone had to find and check the numbers.
The familiar moment
Before a care-planning conversation, an advisor opened a dense carrier illustration and searched for the important values. The same information then had to be copied into the planning work by hand.
The repetition was frustrating, but accuracy mattered more than speed. One value pulled from the wrong year or column could change the conversation with the client.
What was really wrong
The facts needed for the conversation were buried in a document designed for a different purpose. Advisors had to extract them and explain them consistently without losing the connection to the source.
Why this came first
The same manual step appeared in every case, the source document was available, and the advisor could check every important value before using it.
The tempting shortcut
Why the obvious AI answer was not enough.
At first glance, this looked like a document-summary problem. It was not. A summary without source links would be faster to produce but harder to trust.
What we built first
A useful workflow, small enough to prove.
We pulled out the important values, kept a link to where each value came from, and asked the advisor to check them before using them in a plan.
Document
01Find the important values
The system identifies the information the planning workflow needs instead of producing a general summary of the illustration.
Evidence
02Keep the source attached
Each extracted value stays connected to the place in the original document where the advisor can verify it.
Decision
03Let the advisor decide
The system prepares the facts and scenarios. The licensed professional reviews the work and remains responsible for the recommendation.
How we knew it was working
The advisor could trace every number to the illustration and prepare the client report without repeatedly copying the same information.
Where people stay in control
The system does not recommend a product or predict investment results. The advisor checks the numbers and remains responsible for the recommendation.
What improved
The advisor spends less time copying numbers and more time preparing for the client conversation. Every plan is easier to check before the meeting.
Where the first workflow led
- Ways to compare the timing, length, setting, and cost of a care event
- A client report that clearly lists the assumptions and unanswered questions
- A final review by the advisor before the meeting
- Tools to find and respond to common questions in the market
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