Predictika · Benefits and HR services quotes

An AI sales agent's Worklife benefits and HR services quote, checked before it goes out

An AI sales agent prepares a quote for Alight Worklife benefits and HR services: the solutions (Benefits Administration, Healthcare Navigation, Reimbursement Accounts, Dependent Eligibility & Compliance, Leave Administration, Employee Onboarding, Retiree Health, Digital Wellbeing, Financial Wellbeing and Alight LumenAI), the delivery model and service team, the employees and retirees, integrations, countries, contract term and a discount. Before the quote goes out, the agent sends it to Predictika, which checks it against a declarative model of the offering and returns a verdict, every reason and the monthly fee it computed.

Scope: Alight Worklife solutions: anchor solution and prerequisites, Platform or Managed delivery, service team, employees and retirees, integrations, countries, term, combined discount and the stated monthly fee. See everything this validator covers

This validator models Alight Worklife quotes, not just the scenarios shown below.

  • Solutions and prerequisites — the quote needs an anchor solution, several solutions need Benefits Administration, and Alight LumenAI needs enough employees and enough other solutions to be meaningful.
  • Delivery and service team — Dependent Eligibility & Compliance, Retiree Health, a Dedicated service team and multi-country leave need Managed delivery, and a Dedicated team starts at a minimum workforce.
  • Retirees, integrations, countries and term — retirees must match Retiree Health, at least one integration and one country are needed, and terms are 36, 48, 60 or 84 months.
  • Discounts, approvals and totals — volume, term and extra discounts combine up to a cap, a very large workforce, a global rollout, an 84-month term, an extra discount and many integrations need a person, and the monthly fee the quote states is checked against the computed one.

Any Alight Worklife quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: payroll, retirement plan administration, pension risk transfer and partner programs. The Worklife platform, the Alight LumenAI engine and the solution names follow the public Alight website. Alight publishes no rate card, so all prices, service levels, limits and approval thresholds are modeled from comparable benefits-administration contracts and are illustrative, not published by Alight.

The AI sales agentBuilds the Worklife quote from the conversation with the customer and says it is ready to send.
Predictika validatorChecks every rule at once and returns the verdict, each finding, and the computed figures.

6 scenarios in 2 groups · each group runs from the agent’s first attempt to the outcome · click one to switch

What the agent proposes

The AI sales agent says

Illustrative agent statement. The validator receives the structured request below.

Proposing agent: AI sales agent (scripted)

Before sending, the agent must call Recorded run

Predictika validator


      

        
        
        
      

      
Waiting for the call.

      
    

  

  
  

    
Where rules-based CPQ gets it wrong
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Our assessment of what a typical rules-based CPQ (product rules, price rules and validation rules, as in Salesforce CPQ) does with the same cases. It is a judgment about effort and reliability, not a claim that nothing can be built.

    
What the validator caughtTypical rules-based CPQPredictika
A solution that needs another solution or a minimum workforceOnly with care
Several solutions depend on Benefits Administration and Alight LumenAI depends on the workforce and on the other solutions, so each one needs its own rule.		The solutions and the workforce are fields of one quote and are checked together on every call.
A solution that is offered with managed delivery onlyOnly with care
Dependent Eligibility, Retiree Health, a Dedicated team and multi-country leave all depend on the delivery model, so one choice limits several others.		The delivery model is read once and compared with every solution and service team on every call.
Retirees that must match the Retiree Health solutionOnly with workarounds
A retiree count only makes sense with the solution, and the solution only makes sense with a count, so the rule runs in both directions.		Both fields are read together and the finding names which side is missing.
A combined discount with a capOnly with workarounds
Volume, term and extra discounts add up, and the cap applies to the sum, so the sum has to be computed before it is compared.		The combined discount is computed inside the model and compared with the cap on every call.
A stated monthly fee that must match the computed oneOnly with workarounds
The fee depends on the solutions, delivery model, service team, workforce, retirees and the combined discount, so it has to be recomputed before it is compared.		The fee is computed inside the model and compared with the stated one on every call.
Every problem returned in one answerOnly with workarounds
Rules tend to fire as the quote is saved or a step is completed, so a person often fixes one error and meets the next.		All findings come back together, so the agent can fix them in a single pass.

  

  

    
What this validator catches: findings from its test cases
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Every rule is checked on every call, in any order the choices arrive; one problem never hides another. Blocking findings stop the quote; approval findings need a person to sign off; everything else is computed.

    
1This quote model covers 500 to 500,000 employees; the quote has 499.
2A workforce of 500000 employees needs an enterprise deal desk review.
3The quote needs Benefits Administration, Leave Administration or Digital Wellbeing as its anchor solution.
4Healthcare Navigation, Reimbursement Accounts, Dependent Eligibility & Compliance, Retiree Health, Employee Onboarding and Financial Wellbeing are quoted only with Benefits Administration.
5Dependent Eligibility & Compliance involves document review by a service team, so it needs Managed delivery, not Platform only.
6Retiree Health is quoted with Managed delivery only.
7Retiree Health is in the quote but the number of retirees is 0.
8300 retirees are listed but Retiree Health is not in the quote.
9Alight LumenAI insights need at least 2,500 employees to be meaningful; the quote has 2499.
10Alight LumenAI insights need at least 3 other Worklife solutions in the quote; it has 3 solutions including LumenAI.
11A Dedicated service team is quoted from 5,000 employees; the quote has 4999.
12A Dedicated service team is quoted with Managed delivery only.
13Leave Administration in 2 countries needs Managed delivery.
14Contract terms are 36, 48, 60 or 84 months; the quote has 30 months.
15An 84-month term carries a 6 percent saving and needs commercial approval.
16At least 1 HRIS or payroll integration is needed; the quote has 0.
1711 integrations need a solution architect to confirm the build plan.
18A rollout across 6 countries needs a global delivery lead to confirm coverage.
19The quote must cover at least 1 country; it has 0.
20An extra discount of 5 percent beyond volume and term savings needs a sales director to approve.

  

  

    
Scenarios and results
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The recorded result of the validator for each scenario on this page: the request the AI agent sent, the verdict, and every finding, in the order they appear above.

    
1. Platform quote with a Dedicated team and Retiree Health: Platform quote with a Dedicated team, Dependent Eligibility, Retiree Health and LumenAI

    
The agent's request. Please quote Alight Worklife for 3,000 employees with Benefits Administration, Healthcare Navigation, Dependent Eligibility & Compliance, Retiree Health and Alight LumenAI. The delivery model is Platform and the service team is Dedicated. The quote has 2 integrations across 1 country on a 36-month term. The sales rep offers no extra discount and the quote states a monthly fee of USD 27,360. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Dependent eligibility needs managed delivery. Dependent Eligibility & Compliance involves document review by a service team, so it needs Managed delivery, not Platform only.
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  • Retiree Health needs managed delivery. Retiree Health is quoted with Managed delivery only.
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  • Retiree Health needs retirees. Retiree Health is in the quote but the number of retirees is 0.
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  • Dedicated team needs managed delivery. A Dedicated service team is quoted with Managed delivery only.
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  • Dedicated team needs 5,000 employees. A Dedicated service team is quoted from 5,000 employees; the quote has 3000.
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2. Platform quote with a Dedicated team and Retiree Health: The agent resubmits after fixing the errors

    
The agent's request. Please quote Alight Worklife for 3,000 employees with Benefits Administration, Healthcare Navigation, Dependent Eligibility & Compliance, Retiree Health and Alight LumenAI and 1,200 retirees. The delivery model is Managed and the service team is Dedicated. The quote has 2 integrations across 1 country on a 36-month term. The sales rep offers no extra discount and the quote states a monthly fee of USD 47,592. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Dedicated team needs 5,000 employees. A Dedicated service team is quoted from 5,000 employees; the quote has 3000.
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3. Platform quote with a Dedicated team and Retiree Health: The agent resubmits after fixing the errors

    
The agent's request. Please quote Alight Worklife for 3,000 employees with Benefits Administration, Healthcare Navigation, Dependent Eligibility & Compliance, Retiree Health and Alight LumenAI and 1,200 retirees. The delivery model is Managed and the service team is Premium. The quote has 2 integrations across 1 country on a 36-month term. The sales rep offers no extra discount and the quote states a monthly fee of USD 43,061. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary. 5 Worklife solutions; USD 43,061 per month after a 4 percent combined discount; USD 1,550,196 over the term plus USD 130,000 one-time implementation (modeled, illustrative prices; not Alight prices).
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4. Global leave rollout with an 84-month term: Global Leave Administration rollout on Platform delivery with a large discount and a stated fee

    
The agent's request. Please quote Alight Worklife for 12,000 employees with Benefits Administration and Leave Administration. The delivery model is Platform and the service team is Standard. The quote has 12 integrations across 8 countries on an 84-month term. The sales rep offers an extra discount of 15 percent and the quote states a monthly fee of USD 66,240. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Multi-country leave needs managed delivery. Leave Administration in 8 countries needs Managed delivery.
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  • Combined discount too high. A combined discount of 29 percent is above the 20 percent maximum.
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  • Stated monthly total does not match. The quote states a monthly fee of USD 66,240; the modeled prices give USD 51,120.
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  • Global rollout. A rollout across 8 countries needs a global delivery lead to confirm coverage.
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  • 84-month term. An 84-month term carries a 6 percent saving and needs commercial approval.
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  • Extra discount requested. An extra discount of 15 percent beyond volume and term savings needs a sales director to approve.
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  • Many integrations. 12 integrations need a solution architect to confirm the build plan.
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5. Global leave rollout with an 84-month term: The agent resubmits after fixing the errors

    
The agent's request. Please quote Alight Worklife for 12,000 employees with Benefits Administration and Leave Administration. The delivery model is Managed and the service team is Standard. The quote has 12 integrations across 8 countries on an 84-month term. The sales rep offers an extra discount of 6 percent and the quote states a monthly fee of USD 115,200. It is ready to send.

    
Verdict: Needs approval.

    
    
      
  • Global rollout. A rollout across 8 countries needs a global delivery lead to confirm coverage.
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  • 84-month term. An 84-month term carries a 6 percent saving and needs commercial approval.
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  • Extra discount requested. An extra discount of 6 percent beyond volume and term savings needs a sales director to approve.
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  • Many integrations. 12 integrations need a solution architect to confirm the build plan.
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  • Quote summary. 2 Worklife solutions; USD 115,200 per month after a 20 percent combined discount; USD 9,676,800 over the term plus USD 208,000 one-time implementation (modeled, illustrative prices; not Alight prices).
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6. Global leave rollout with an 84-month term: The agent resubmits after fixing the errors

    
The agent's request. Please quote Alight Worklife for 12,000 employees with Benefits Administration and Leave Administration. The delivery model is Managed and the service team is Standard. The quote has 8 integrations across 5 countries on a 60-month term. The sales rep offers no extra discount and the quote states a monthly fee of USD 126,720. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary. 2 Worklife solutions; USD 126,720 per month after a 12 percent combined discount; USD 7,603,200 over the term plus USD 176,000 one-time implementation (modeled, illustrative prices; not Alight prices).
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Narration transcript
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The text of the narrated walkthrough, step by step.

    
    
      
  1. Welcome to a demo of Predictika's Validator. An AI sales agent prepares a quote for Alight Worklife benefits and HR services: the solutions (Benefits Administration, Healthcare Navigation, Reimbursement Accounts, Dependent Eligibility & Compliance, Leave Administration, Employee Onboarding, Retiree Health, Digital Wellbeing, Financial Wellbeing and Alight LumenAI), the delivery model and service team, the employees and retirees, and more. Before the quote goes out, the agent sends it to Predictika, which checks it against a declarative model of the offering and returns a verdict, every reason and the monthly fee it computed.
    2. 
      
  2. I will start with the first request by the agent.
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  3. The agent says. Please quote Alight Worklife for 3,000 employees with Benefits Administration, Healthcare Navigation, Dependent Eligibility & Compliance, Retiree Health and Alight LumenAI. The delivery model is Platform and the service team is Dedicated. The rest of the request is on screen. The sales rep offers no extra discount and the quote states a monthly fee of USD 27,360.
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  4. Before it goes out, the agent calls the validator.
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  5. Blocked, with five findings, all in one answer. Dependent Eligibility & Compliance involves document review by a service team, so it needs Managed delivery, not Platform only. Retiree Health is quoted with Managed delivery only. Retiree Health is in the quote but the number of retirees is 0. The other two are on screen.
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  6. The validator returned five blocking findings in one answer. A check that reads one field at a time would pass most of this; it shows only when the choices in the quote are checked against each other.
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  7. What this shows: for a solution that is offered with managed delivery only, a rules-based CPQ is error-prone for this.
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  8. Now the agent resubmits.
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  9. The corrected request. It changes the retirees to 1,200, the delivery to managed and the monthly fee stated on the quote to USD 47,592.
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  10. It calls the validator again.
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  11. Still blocked, with one finding, all in one answer. A Dedicated service team is quoted from 5,000 employees; the quote has 3000.
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  12. Four findings cleared. Still blocking: Dedicated team needs 5,000 employees.
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  13. The agent resubmits once more.
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  14. The revised request. It changes the service team to premium and the monthly fee stated on the quote to USD 43,061.
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  15. It calls the validator once more.
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  16. This time the validator clears it.
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  17. The earlier finding is cleared.
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  18. Five problems caught in one call, fixed in two passes, and a clean quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.
    19.