Needs Analysis

Live Requires Standard plan or higher · Agent role

Industry: Life Insurance — this app appears only on tenants provisioned for that vertical.

Client needs analysis for coverage recommendations.

Workspace fields

These labels match the live EZ4Youtech workspace (sidebar provider + main panel):

• Client facts (required) — textarea field in the workspace
• Financial & estate notes (optional) — textarea field in the workspace
• Meeting goal (required) — text field in the workspace
• Meeting type (required) — select field in the workspace
• Meeting date (optional) — date field in the workspace

Primary action button: Generate plan

Workspace overview

Before you start

• Log in as a user on your company tenant (admins set up BYOK separately).
• Confirm your tenant admin has saved at least one AI provider key (OpenAI, Together, or Anyscale).
• Verify your plan includes Standard apps — disabled apps show the plan required to unlock them.

Step-by-step

1. Open the app — In the workspace sidebar, select Needs Analysis under Industry apps.
2. Choose your AI provider — In the sidebar, pick the BYOK provider your admin configured (OpenAI, Together, or Anyscale).
3. Upload document (optional) — Under Upload document, attach a file and click Upload. Enable Run after upload to fill the workspace and run in one step.
4. Use file history — Under File history, select a saved file and click Load file to populate your text field.
5. Use run history — Under Run history, pick a prior run and click View run to restore inputs and output.
6. Guided step 1: Client profile — In Guided workflow (step 1 of 2), complete Client facts, Financial & estate notes. Use Next → between steps.
7. Guided step 2: Meeting plan — In Guided workflow (step 2 of 2), complete Meeting goal, Meeting type, Meeting date. Use Next → between steps.
8. Run the app — Click Generate plan. Review the Result section and download if needed.
9. Review before client use — Confirm facts, dates, and compliance language. Do not paste full SSN or card numbers.

Example inputs

Paste similar data in the workspace — use only data you are allowed to process. Field names match the live product.

Client facts

Age 42, married, two dependents (8 and 11), household income $145k, mortgage $320k

Facts from discovery — no SSN or full account numbers.

Financial & estate notes

Wants income replacement + college funding; employer coverage ends in 90 days

Debts, goals, and existing coverage the client mentioned.

Meeting goal

Draft a 90-day cash-flow outlook for the practice

The business outcome you need (forecast, timeline, argument outline).

Meeting type

Discovery

Type of client meeting you are preparing for.

Meeting date

2026-06-10

Scheduled meeting date (optional).

Try these scenarios

Adapt these prompts to your client — do not paste payment card numbers, SSNs, or full IDs.

• First meeting discovery — income, dependents, and existing group coverage.
• Review meeting — update financial notes after client provides 401k statement.

Expected result

Shape of the AI output in the Result panel — review before client use.

Example output (plan)

• Steps sequenced from your goal and notes
• Assumptions labeled; no invented revenue figures
• Checklist your team can execute or paste into a doc

Tips

• Keep prompts specific: include dates, names, and constraints for better drafts.
• Do not paste full payment card or government ID numbers — use business-appropriate excerpts only.
• If the app is locked, ask your admin to upgrade the tenant plan or confirm BYOK setup.

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