Operations
Brokerage Response
Multi-page carrier comparison from Exclusive Brokerage.
File name
brokerage-response-thompson.pdf
File size
1.42 MB
Current version
v2
Uploaded by
Earnest A. Pinder III · April 22, 2026 at 9:00 AM
Reviewed by
—
Source
exclusive_brokerage_email · Original email subject: "Thompson — 5 carrier options"
Storage
s3 · eapinder-documents-dev
Checksum
sha256-mock-doc-broker-resp-thomp
party · primary_subject
appointment · reviewed_in
v2Current
Revised after Mr. Pinder requested an additional carrier.
brokerage-response-thompson.pdf · 1.42 MB
v1
Initial brokerage response.
brokerage-response-thompson-v1.pdf · 1.36 MB
| When | Action | User | Result | Reason |
|---|---|---|---|---|
| Apr 23, 2026, 2:18 PM | Download | Earnest A. Pinder III | success | Downloaded for recommendation prep |
| Apr 23, 2026, 2:12 PM | Preview | Earnest A. Pinder III | success | Mr. Pinder reviewed brokerage response |
AI extraction is wired in a later phase. The preview below shows the placeholder structured payload that downstream agents will populate (carrier, product, monthly premium, page index).
| Page | Carrier | Product | Monthly Premium |
|---|---|---|---|
| 1 | Mutual of Omaha | Term Life 20 | $42.10 |
| 2 | Pacific Life | Term Life 20 | $39.85 |
| 3 | Symetra | Term Life 20 | $41.20 |
| 4 | Protective | Term Life 20 | $38.94 |
| 5 | Nationwide | Term Life 20 | $43.05 |
Reviewer
Earnest A. Pinder III
Confirm carrier comparison is complete prior to recommendation meeting.
Phase 5 scope
Real S3 signed download, signed upload, DocuSign envelope attach, and AI extraction each ship in their own follow-up phase. This page covers the metadata, linkage, versioning, access-log, and review workflow only.