⚙️ Case Triage
205 Master Engine — Route to Annuity or Life Insurance nurture
First Name
(2/7)
Last Name
Product Category
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Annuity
Life Insurance
Annuity Type
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FIA — Fixed Index Annuity
SPIA — Immediate Annuity
MYGA — Multi-Year Guaranteed
Premium Amount
Projected Payout / Growth
Policy Type
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IUL — Index Universal Life
Whole Life
Term Life
Premium / Face Amount
(3/7)
Key Illustration Detail
Appointment Booked?
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Yes — appointment set
No — follow-up needed
📅 Book Appointment
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Case Notes (optional)
Attach Illustration (PDF)
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Drop PDF here or click to browse
(4/7)
Submit Case → Trigger Follow-up