Illustrative synthetic data — not real Level AI or customer data
Forecast Evidence Engine

All deals/Harborline Insurance

Enterprise · Verbal Commit · close Sep 15 2026

Harborline Insurance

Amira Soltani · opp-harborline

$465,000

CommitCommit

MEDDICC

100.0

8 of 8 points

Days since last meaningful call

2 days

call-harborline-3

External voices

3

Economic buyer on a call: yes

Evidence gate

Passed — category stands.

RepCommitAdjustedCommit

Gate result

Harborline Insurance stays in Commit. Conversation evidence is fresh, the named economic buyer appears on a call, and the MEDDICC score clears the floor.

Evidence freshness

Last meaningful external call was 2 days ago. Commit requires a meaningful external call within 14 days. 0 short call(s) were ignored.

Economic buyer on a call

Patricia Cho is named in CRM and appears on a call as Patricia Cho.

MEDDICC completeness

Score 100 / 100 from 8 of 8 points. 8 field(s) corroborated on a call (1.0 each), 0 CRM-only (0.5 each), 0 absent (0).

  • Metrics: call — Cut claims leakage $2.4M by reviewing every FNOL call
  • Economic buyer: call — Patricia Cho, CFO
  • Decision criteria: call — FNOL scoring, claims-system write-back, SOC2
  • Decision process: call — CFO approved; CIO security last gate
  • Paper process: call — DPA signed; order form in DocuSign
  • Identified pain: call — Adjusters miss recorded admissions
  • Champion: call — Benito Cruz, Head of Claims
  • Competition: call — TapeDeck incumbent, contract ends 30 Sep

Multi-threading

3 distinct external participant(s) (seniority-weighted score 7.5): Patricia Cho, Benito Cruz, Rina Patel.

  • Call call-harborline-1 — Patricia Cho (c-level) on call-harborline-1, call-harborline-2, call-harborline-3
  • Call call-harborline-1 — Benito Cruz (vp) on call-harborline-1, call-harborline-2
  • Call call-harborline-2 — Rina Patel (director) on call-harborline-2

MEDDICC grid

Call evidence counts 1.0, CRM-only 0.5, absent 0.

100.0 / 100

Metrics

Call evidence

Cut claims leakage $2.4M by reviewing every FNOL call

1 pt

Economic buyer

Call evidence

Patricia Cho, CFO

1 pt

Decision criteria

Call evidence

FNOL scoring, claims-system write-back, SOC2

1 pt

Decision process

Call evidence

CFO approved; CIO security last gate

1 pt

Paper process

Call evidence

DPA signed; order form in DocuSign

1 pt

Identified pain

Call evidence

Adjusters miss recorded admissions

1 pt

Champion

Call evidence

Benito Cruz, Head of Claims

1 pt

Competition

Call evidence

TapeDeck incumbent, contract ends 30 Sep

1 pt

Call timeline

Calls under 3 minutes are not meaningful for freshness.

  1. Harborline CFO — claims leakage

    Aug 5 2026 · 51 min · call-harborline-1

    Meaningful · External: Patricia Cho (c-level), Benito Cruz (vp)

    Patricia quantified $2.4M leakage from FNOL calls that are never reviewed. Benito is the champion. TapeDeck contract ends 30 Sep.

  2. Security and DPA close

    Aug 19 2026 · 40 min · call-harborline-2

    Meaningful · External: Benito Cruz (vp), Rina Patel (director), Patricia Cho (c-level)

    Rina walked SOC2 and the DPA. Patricia said CIO security is the last gate and the order form is already in DocuSign.

  3. CFO signature check

    Sep 1 2026 · 13 min · call-harborline-3

    Meaningful · External: Patricia Cho (c-level)

    Patricia confirmed she will sign this week once CIO replies. No new risks named.