INDUSTRY FIELD GUIDE
Wireless agent offer and approval records for AI
An agent’s written quote can refer to a different plan revision from the provider’s confirmation.
NAICS 517122 · Agents for Wireless Telecommunications Services
An agent’s written quote can refer to a different plan revision from the provider’s confirmation. The FCC’s consumer labels illustrate why plan attributes should stay with their source. An agent can test matching without using customer files or selling a service. FCC broadband label factsheet · Census Information industries
Prepare two fictional offers and one provider approval. Label the effective window, source and service tier. Ask which terms are confirmed and which were only quoted. Include a later promotion that does not apply to the older order. Score offer version, authority and uncertainty separately.
Exclude customer identities, payment information, private commissions and dealer agreements. Use independently authored training labels and keep account activation outside the exercise.
Describe a sales offer records sample
Original Fiund exercise
A current promotion does not amend an earlier approved offer
An original sales-training packet uses fictitious plans and abstract attributes. No customer, payment, dealer contract, commission or account activation appears.
| Record | Source | What it records |
|---|---|---|
| WA1 | Agent quote Q1 | Plan Willow revision V1, tier Basic, attribute X; quote effective days 1–10. |
| WA2 | Provider approval | Explicitly approves Q1/V1/Basic/X on day 5. Separate quote Q2 names V2/Plus/Y but has no approval. |
| WA3 | Promotion day 12 | New offers use V3/Plus/Z. No amendment or provider confirmation changes Q1 or Q2. |
Question for the model
Which offer attributes have provider confirmation, and can the newer quote or promotion establish Plus/Y or Plus/Z for Q1?
Show the reference answer and checks
WA2 explicitly confirms Q1's V1 Basic tier and attribute X on day 5 within WA1's quote window. Q2's V2 Plus/Y remains quoted without approval. WA3 concerns later new offers and supplies no amendment for Q1 or confirmation for Q2. Report quoted, approved and promotional terms separately rather than upgrading an earlier offer by plan name or recency.
- Applying the latest promotion to an already approved offer without a revision record.
- Treating an agent's quote as provider confirmation of its attributes.
Fields to preserve
- Quote, plan revision and tier
- Defines the exact offer.
- Source role and authority
- Distinguishes agent statement from provider approval.
- Effective window and amendment
- Makes temporal scope explicit.
Test another case
Add provider approval for Q2 that confirms tier Plus but expressly excludes Y pending review. Require field-specific approval rather than marking every quoted attribute confirmed.
Use independently authored labels and fictitious attributes. Exclude customer identities, payments, commissions, dealer agreements and real account activation records.
Discuss a contribution
Describe the sources you control, the task they could support and what has already been checked. Use the existing-data assessment for an archive or the collection brief for a new recording project. The contributor agreement defines Fiund’s licensing authority and compensation. A guide or fictional exercise does not establish an accepted collection or a sale.