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AI agent for insurance data analysts

Competitor Rate Filing Monitor Agent

A current view of competitor rate changes in key markets

MonitoringReportingFinanceInsurance
See how it worksGet access
Competitor Rate Filing Monitor Agent: what goes in, what the agent does and what you get

What it does

Pricing teams need to know when competitors change rates, but reading filings across many states takes hours. Each week this agent searches public rate filing databases for competitor filings in the company's states and lines. It reads new filings and extracts the overall rate change, effective date and main rating changes, including any new rating factor. It checks each extracted figure against the filing summary page. If a filing is unclear or the figures do not match, it marks it for manual review and uses the summary value. It compares the changes to the company's own rates and flags changes over 5% in key states. The analyst approves the summary before it goes to pricing. Edge case: a filing withdraws an earlier one, so the agent updates the earlier entry.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Weekly filing check 2 USES A TOOL Search filing databases 3 USES A TOOL Read new filings 4 DOES Extract rate change and main factors 5 CHECKS THE RESULT Do extracted figures match the filing summary? If not: re-read or mark for manual review. Back to step4. 6 DOES Compare to own rates and flag big changes 7 YOU APPROVE Analyst approves summary 8 RESULT Weekly competitor summary
Read the steps as a list
  1. Weekly filing check
  2. Search filing databases
  3. Read new filings
  4. Extract rate change and main factors
  5. Do extracted figures match the filing summary?If not: re-read or mark for manual review. Back to step 4.
  6. Compare to own rates and flag big changes
  7. Analyst approves summaryThe agent waits here for your OK.
  8. Weekly competitor summary

How it decides

It flags competitor changes in key markets above a set size or with new rating factors.

  • Change over 5% in a key state: flag
  • New rating factor: describe
  • Withdrawn filing: update record

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Competitors
  • States and lines
  • Flag thresholds
  • Summary format

What keeps you in control

It always asks you first

  • Sharing the summary

Hard limits

  • Never uses non-public data
  • Never changes rates

It stops when

  • Done: summary shared
  • Stop: database unavailable

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensIn the week of April 14, the agent found 9 new filings. For one competitor in a key state, the body of the filing showed minus 4.5%, but the summary check failed because the summary page said minus 3.5% after a revision. The agent used minus 3.5%, flagged the filing for manual review, and the analyst approved the summary.

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