Iframe connection check (Twilio BFF + WS token)

Confirms the browser can reach Easy Intake API routes from this origin. Both should return HTTP 200 when the embed token is valid.

Easy Intake

1. Select New Lead or Existing

New leadAdd to existing contact

2. Connect when you're ready:

3. Last 4 digits of caller's phone #

Transcript

Transcript appears after you connect and speech is processed.

Agent advice and suggested questions — MISSING INFORMATION

Typing here updates the preview only. Use Save & stop capture at the bottom to store entries in the application record.

Missing information

Type values here for any missing fields — no need to use the full field list.

First name
Last name
Date of birth
Gender
Phone
Email
Preferred contact method
Street address
City
State
ZIP code
Coverage amount desired
Product type interest
Term length (years)
Monthly budget
Tobacco use
Last tobacco use
Height (feet)
Height (inches)
Weight (lbs)
Existing coverage
Existing coverage amount
Beneficiary name
Relation to insured

4. Select Product/Form

Applicant link

Share this link with the applicant to complete their application.

Application fields (live)

Full catalog by section. Values update as the transcript is processed while you are connected.

Green means a value appears in this preview — not that it is already saved. Use Save & stop capture to persist what you typed.

Identity

Legal name and basic demographics.

First name

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Last name

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Date of birth

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Gender

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Contact

How we reach the applicant.

Phone

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Preferred contact method

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Street address

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City

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State

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ZIP code

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Coverage needs

Product interest and budget.

Coverage amount desired

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Product type interest

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Term length (years)

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Monthly budget

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Health & underwriting

Underwriting signals for quoting.

Tobacco use

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Last tobacco use

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Height (feet)

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Height (inches)

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Weight (lbs)

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Existing coverage

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Existing coverage amount

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Beneficiary

Primary beneficiary (if collected on intake).

Beneficiary name

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Relation to insured

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