180 rows in gold v1 · 180 ready · 0 not ready
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Term life sales · 30 labelled, 6 needed · picked automatically, the topic furthest behind · en
System prompt · 1 turn · no tools · max 600 tokens · temperature 0
System You summarize insurance sales and service call transcripts for a quality-assurance team in India. Transcripts may be in English, Hindi (Devanagari) or Hinglish. Always write the summary in English. Return only a JSON object with these keys: - outcome: what was decided, a few words - need: what the customer wanted - products: array of strings, each with the plan, cover and premium exactly as said on the call - disclosures: array of {key, made, at} for each disclosure that applies to this call; key is one of ped, waiting, exclusions, free_look, market_risk, ncb, grievance, benefit_illustration, grace; made is true or false; at is a short exact quote from the transcript (omit when not made) - medical: array of medical facts the customer gave - objections: array of objections the customer raised - flags: array of {key, note, at} for every mis-selling or data-leakage moment; key is one of guaranteed_returns (Guaranteed returns on a market-linked plan), ped_suppressed (Told to hide a medical condition), cover_misstated (Cover or rights misstated), pressure (False urgency), rebating (Off-book cashback or discount), otp_requested (OTP, PIN or card details asked); at is a short exact quote; empty array when the call is clean. A guarantee that is part of a non-linked guaranteed plan is not a flag. - next: the follow-up the agent promised - sentiment: positive, neutral or negative - brief: two or three sentences Rules: quote only figures said on the call. Never repeat a phone, PAN, Aadhaar, card, CVV, OTP or policy number.
Customer
TRANSCRIPT: Agent (Kavya): Good afternoon, this is Kavya from Policybazaar. This call is recorded for quality. Am I speaking with Rohan? Customer (Rohan): Yes. I filled a form for term insurance yesterday. Agent (Kavya): Thanks. You're 32 and want cover for your family. Do you smoke or drink, and do you have any medical conditions or take regular medicines? Customer (Rohan): No smoking. I had a knee surgery in 2022, nothing else. Agent (Kavya): Please mention the knee surgery in the proposal form. The insurer decides on it, and leaving it out can get a claim rejected later. Customer (Rohan): Okay. How much cover should I take? I earn about 12 lakh a year. Agent (Kavya): Most people take 10 to 15 times their income. For ₹1 crore cover till age 60 with Sampada Life iSecure, the premium is ₹14,200 a year with the critical illness rider. Customer (Rohan): Anything cheaper? Another site showed me ₹11,000. Agent (Kavya): That quote was for cover till 55 without the rider. If you drop the rider and keep cover till 60, it is ₹12,900 a year. Customer (Rohan): Fine, without the rider at ₹12,900. Agent (Kavya): Great. I need your PAN for the proposal. Customer (Rohan): It's <ID_1>. Agent (Kavya): Thank you. You get a 30-day free-look period: if you change your mind after the policy is issued, you can cancel for a refund minus the medical test cost. Agent (Kavya): A home medical test is booked for Saturday at 10 am, and the payment link will come on WhatsApp. Customer (Rohan): Okay, thanks Kavya.
Currentgoogle/gemini-4-argon187 words1
Outcome: Agreed to buy Sampada Life iSecure without critical illness rider
Need: Term insurance cover for family
Product: Sampada Life iSecure, ₹1 crore cover till age 60 with critical illness rider, ₹14,200 a year
Product: Sampada Life iSecure, ₹1 crore cover till age 60 without critical illness rider, ₹12,900 a year
Disclosures: Medical history asked (made); Free-look period explained (made)
Medical: Non-smoker; Knee surgery in 2022; No other medical conditions or regular medicines
Objections: Wanted a cheaper option as another site showed ₹11,000
Risk flags: none
Next step: Home medical test booked for Saturday at 10 am and payment link to be sent on WhatsApp
Sentiment: positive
Summary: Rohan, aged 32 with an annual income of ₹12 lakh, inquired about term insurance and disclosed a 2022 knee surgery, which the agent properly advised declaring. After comparing quotes, he selected the Sampada Life iSecure plan with a ₹1 crore cover till age 60 without the critical illness rider for ₹12,900 a year. The agent explained the 30-day free-look period, scheduled a home medical test for Saturday at 10 am, and promised to send the payment link via WhatsApp.
Alternative—0 words2
None (empty or expired)Check 1 of 8
covers_the_call counts ×2
Covers the call. Cover, premium and outcome are in the summary.
Reference
Judge's verdict
Answer every check first. The judge's verdicts show after, so they can't bias you.
Judge check · gold v1 with rubric v1
Judge: anthropic/claude-sonnet-5.5 · your key
| Check | Agreement (κ)How often the judge agrees with your team, beyond chance. 1 is full agreement; 0.80 or more is trusted. | Labelled | Trust |
|---|---|---|---|
covers_the_call | 0.00 | 39 · 39 Y, 0 N | Needs 5 more labels |
figures_from_call | — | 39 · 39 Y, 0 N | Needs 5 more labels |
no_misselling_missed | — | 39 · 39 Y, 0 N | Needs 5 more labels |
no_false_alarm | — | 39 · 39 Y, 0 N | Needs 5 more labels |
disclosures_right | 0.30 | 39 · 12 Y, 27 N | Not trusted |
next_step_captured | — | 39 · 39 Y, 0 N | Needs 5 more labels |
no_identifiers | 0.00 | 39 · 39 Y, 0 N | Needs 5 more labels |
written_in_english | 0.00 | 39 · 39 Y, 0 N | Needs 5 more labels |
A check is trusted at κ 0.8How often the judge agrees with your team, beyond chance. 1 is full agreement; 0.80 or more is trusted. or more on 30 or more labelled rows, with at least 5 Yes and 5 No. A fifth of the rows is held out of every rubric fix; κ more than 0.1 lower there marks the check possibly overfit.
Locked: gold v1 with rubric v1 by ops.member · 20 Oct · 180 of 180 rows verified
Instructions for Dvar (optional)
None saved.
Rubric v18 checks by ops.member · 20 Oct
covers_the_callCovers the call. Cover, premium and outcome are in the summary.
figures_from_callFigures from the call. Every amount and percentage was said on the call.
no_misselling_missedNo mis-selling missed. Every mis-selling or data-leak moment is flagged.
no_false_alarmNo false alarms. No flag the reviewer did not find.
disclosures_rightDisclosures right. Each disclosure marked made or not, as on the call.
next_step_capturedNext step captured. The promised follow-up is there.
no_identifiersNo identifiers repeated. No phone, PAN, Aadhaar, card, OTP or policy number.
written_in_englishWritten in English. English, whatever the call's language.
Version historyv1 approved by risk.member · 20 Oct
Rubric v1by ops.member · approved by risk.member · 20 Oct
covers_the_callCovers the call. Cover, premium and outcome are in the summary.
figures_from_callFigures from the call. Every amount and percentage was said on the call.
no_misselling_missedNo mis-selling missed. Every mis-selling or data-leak moment is flagged.
no_false_alarmNo false alarms. No flag the reviewer did not find.
disclosures_rightDisclosures right. Each disclosure marked made or not, as on the call.
next_step_capturedNext step captured. The promised follow-up is there.
no_identifiersNo identifiers repeated. No phone, PAN, Aadhaar, card, OTP or policy number.
written_in_englishWritten in English. English, whatever the call's language.