Key Person Registry
Identify and quantify your critical talent before starting the diagnostic.
Registered Key People
Add at least 1 key person to begin
| Name | Title / Role | Est. Annual Revenue Impact ($) |
|---|
CEPA Readiness Scorecard
Quantifying Key Person Exposure and Protection Readiness.
Key People Identified
Formal Analysis Complete
Coverage In Force
Active KP Insurance
Annual Review Process
Recurring Coverage Audit
Comp Strategy Integration
Tied to Business Continuity
Coverage Calculator
Process Friction Loss
$0
Est. annual NIGO cost (hrs × $150 × 10 cases × 40%)
Total Key Person Exposure
Key People × Avg Revenue × 1.5x Multiplier
$0
Coverage Gap
Exposure − Existing Coverage
$0
Est. Annual Premium Range
0.5% – 1.5% of coverage (Perm WL/UL)
Section 162 Executive Bonus Alpha
Premium deductibility savings (C-Corp: 21% corp rate)
$0
Formula
P = 12% + (Score × 0.82)
Based on 88% key person coverage gap in SMBs
Key Person AI Suite
Claude Opus (diagnostic) · Claude Sonnet (briefs) · Cloudflare Worker proxy
Readiness Scanner
8-Phase Key Person Diagnostic ✨
What you'll get
- ✓ Phase-by-phase key person readiness ratings (1–5)
- ✓ AI gap analysis per Coleman phase
- ✓ Priority actions ranked by urgency
- ✓ Radar chart across all 8 phases
- ✓ Copyable client-ready narrative
- ✓ Save & compare multiple runs
Running Full Diagnostic
Claude Opus analyzing all 8 phases…
Diagnostic Failed
Intermediary Briefs
COI Technical Memo + H2H Client Script ✨
Enter context above to concurrently generate
a COI Technical Memo and H2H Client Script
Key Person Readiness Report
Phase Radar
Priority Actions
Phase-by-Phase Gap Analysis
Client-Ready Narrative
Longitudinal Comparison
Select up to 2 saved runs to overlay on the comparison radar.