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agent_persona

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agent_persona / data /yoda_poe.csv

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4df8c11 about 2 months ago

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	cust_name,poe_findings
	"Wong Ling Yit","Protection (gap: $142,257), customer also indicated protection as priority in POE"
	"Wei Shan Chin","Critical Illness (gap: $41,876), customer also indicated protection as priority in POE"
	"Darek Cieslinski","Retirement (gap: $1,249,246), customer also indicated retirement as priority in POE"