All-in-one AI plugin for insurance actuaries
Insurance Actuary: the all-in-one AI plugin, 17 skills
One download puts 17 actuarial skills, 261 prompts, 3 apps and 8 helper agents inside the AI you already use, so pricing, reserving and reporting move faster.

- 17skills
- 261prompts
- 3apps
- 8Grok bots
What's inside
Your week runs on numbers that must hold up: loss ratios, reserves, mortality trends. Data arrives in different formats, assumptions live in old spreadsheets, and requests come in faster than you can document them. Proving where a figure came from often takes longer than calculating it.
17 actuarial skills, ready to use
Reserving, pricing, experience studies, mortality and morbidity, asset and liability work, catastrophe risk, compliance, market trends and more. Each skill walks the analysis and writes the file you can hand over.
261 prompts across 15 topics
Ready-made requests for pricing strategy, solvency, policyholder behavior, climate impact and more. Open one, add your figures, and get a structured first draft in minutes.
3 working apps
An evidence-backed analysis workspace that keeps every figure traceable, a scenario lab for portfolio accumulation, and an index that shows why each spreadsheet assumption was chosen.
8 helper agents on your team
Forecast Accuracy Review, Risk Metrics Calculation, Cash Flow Forecaster, Statistical Analysis, Data Analyst, Loss Aversion Designer, Actuarial Forecasting Assistant, and Mortality and Morbidity Analyst.
Works in eight AI tools
ChatGPT, Claude, Microsoft 365 Copilot, Gemini, Grok, Grok Bot, Cursor and Kimi. Use the AI your team already pays for, with the same skills in every one.
Members get daily updates
A live feed of AI news for insurance actuaries, a new idea each day with the prompt to run it, and automatic updates to every skill and prompt you have.
A day with your plugin
The plugin loads into the AI you already have. Ask for a claims trend study or a reserve review and the actuary skills do the steps, keep the source of each figure, and write the summary your committee expects. You stay in charge of the judgment.
- Morning
A claims file arrives in three formats. The experience studies skill cleans it, flags the odd records, and gives you loss ratio trends by region before your 9 a.m. call.
- Late morning
A product manager asks what a 5 percent rate change does to lapse. You run the pricing strategy skill with the elasticity prompt and bring back two scenarios, assumptions listed.
- Afternoon
Quarterly reserve review. The reserving skill calculates loss development factors, tests the assumptions, and drafts the memo with every figure tied to its source.
- End of day
The forecast accuracy agent checks last quarter's projections against actuals, and the member feed hands you one new idea with a prompt ready for tomorrow.
Install it in your AI
Choose the AI you use. No technical knowledge needed: it's a few clicks and some copy and paste.
ChatGPT
Your own GPT on chatgpt.com, plus a plugin for Codex and ChatGPT workspaces. About 5 minutes.
- Download the ChatGPT version and unzip it (double-click the file).
- Go to chatgpt.com, click GPTs in the left menu, then Create, then the Configure tab.
- Name it Insurance Actuary Assistant. Open
custom-gpt/instructions.txt, copy everything and paste it into Instructions. - Under Knowledge, upload all the files from the
custom-gpt/knowledgefolder. - Paste the lines from
conversation-starters.txtas conversation starters and click Create. - For the daily news, ideas and skill updates: in ChatGPT go to Settings → Apps & Connectors, add the Complete AI Training connector and sign in with your membership. The README shows each click.
Download for members
Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.
Claude
A Claude plugin for claude.ai, the desktop app, Cowork and Claude Code. About 2 minutes.
- Download the Claude version. Keep it zipped.
- Open Claude (claude.ai or the desktop app), click your name at the bottom left, then Settings → Capabilities.
- Click Upload plugin and choose the zip file. Turn the plugin on.
- Start a new chat and type /start. Your insurance actuary assistant introduces itself.
- The first time it uses Complete AI Training, Claude asks you to connect: click Connect and sign in with your membership.
Download for members
Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.
Microsoft 365 Copilot
A Copilot agent: set it up yourself in Agent Builder, or give IT the ready app package. About 5 minutes.
- Download the Microsoft 365 Copilot version and unzip it.
- Open Microsoft 365 Copilot (m365.cloud.microsoft/chat) and click Create agent, then the Configure tab.
- Name it Insurance Actuary Assistant. Paste everything from
agent-builder/instructions.txtinto Instructions. - Under Knowledge, upload the files from
agent-builder/knowledge. Add the starter prompts and click Create. - Working in a company? The
appPackagefolder is a ready app for your IT team, with the Complete AI Training connection built in. The README has a message you can forward to them.
Download for members
Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.
Gemini
Skills you upload to Gemini, a ready Gem, and a Gemini CLI extension. About 2 minutes.
- Download the Gemini version and unzip it.
- Go to gemini.google.com and open Settings → Skills → Upload.
- Upload the
SKILL.mdfiles from theskillsfolder, starting with the folder whose name ends in-assistant. Gemini now uses them by itself. - Prefer a Gem? Open Gems → New Gem, paste
gem/instructions.txtand upload the files ingem/knowledge. - Using Gemini CLI?
gemini extensions installon the folder also connects Complete AI Training for the daily news, ideas and skill updates.
Download for members
Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.
Grok
A Grok Project with all the instructions and files. About 5 minutes.
- Download the Grok version and unzip it.
- Go to grok.com, open Projects in the left menu and click New project. Name it Insurance Actuary Assistant.
- Paste everything from
grok-project/instructions.txtinto the project's instructions. - Upload the files from
grok-project/knowledgeto the project. - Start your work chats inside this project. Try one of the lines in
conversation-starters.txt.
Download for members
Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.
Grok Bot
One message that sets up a whole team of Grok Bot agents for your job. About 5 minutes.
- Download the Grok Bot version and unzip it.
- Open Grok Bot and create a new bot. Name it Insurance Actuary Team Lead.
- Open
SETUP-MESSAGE.md, copy everything and paste it as your first message. - The team lead sets up its own role and walks you through adding each specialist bot, one at a time.
- Add the Complete AI Training connector in Grok Bot so your team lead gets the daily news and ideas for insurance actuaries.
Download for members
Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.
Cursor
A Cursor plugin with the skills, rules and connection, or project files. About 3 minutes.
- Download the Cursor version and unzip it.
- In Cursor, open Settings → Plugins and add the unzipped folder.
- No plugins in your Cursor? Copy
skillsto.cursor/skillsandrulesto.cursor/rulesin your project, andmcp.jsonto.cursor/mcp.json. - Open the Agent chat and ask what it can do for you as an insurance actuary.
Download for members
Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.
Kimi
A Kimi Code plugin, and instructions with files for Kimi chat. About 3 minutes.
- Download the Kimi version and unzip it.
- Kimi chat (kimi.com or the app): start a new chat, paste
kimi-chat/instructions.txtand attach the files inkimi-chat/files. - Keep using that chat for your work: Kimi now acts as your insurance actuary assistant.
- Kimi Code: type
/plugins installwith the folder, then/reload. It connects Complete AI Training too.
Download for members
Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.
Everything in the plugin
Your AI picks the right part by itself. You can also ask for one by name.
Skills for insurance actuaries 17
- experience studies analystTurns claims, loss ratio, and persistency data into an experience study, such as a three-year loss ratio review by state.
- actuarial predictive analytics assistantBuilds predictive models for pricing, fraud, churn, and underwriting, for example a fraud score on auto claims.
- mortality and morbidity analystCleans and trends mortality and morbidity data, for example a five-year mortality improvement study for a term block.
- financial forecasting and analysis assistantTurns history and assumptions into budgets, forecasts, and scenarios, for example a three-year premium and expense forecast.
- actuarial risk modeling assistantBuilds and validates risk models end to end, for example comparing GLM and GBM fits on claim frequency.
- actuarial reserving assistantCleans claims and calculates loss development factors and IBNR, for example a paid and incurred triangle by quarter.
Show all 14 skills
- asset liability management assistantAnalyzes asset and liability cash flows, duration, and hedges, for example a rate shock stress test on a fixed annuity book.
- insurance market trend analystSurfaces market, competitor, and regulatory trends, for example a competitor rate filing comparison across three states.
- insurance tech impact analystModels how technology changes pricing and claims, for example telematics-based pricing impact on a motor book.
- insurance data visualization assistantTurns claims and policy data into dashboards and KPI reports, for example a monthly loss ratio dashboard by region.
- regulatory compliance assessment assistantGathers requirements and assesses compliance risk, for example a solvency reporting checklist for a new state filing.
- catastrophe risk analysis assistantModels catastrophe losses and reinsurance, for example a hurricane scenario run on a coastal property portfolio.
- insurance pricing strategy optimizerBuilds rate indications and tests elasticity and segments, for example a rate change impact on retention by tier.
- annuity product development assistantSupports annuity design, pricing, and compliance, for example a competitive review of guaranteed minimum withdrawal benefit riders.
Plus a start-here assistant, the prompt library and the app builder, and for members the daily brief.
Ready-made prompts 261
- Technological Advancement Impact21 prompts, like Analyze Insurance Data For Tech Trends
- Mortality and Morbidity Analysis20 prompts, like Clean and Standardize Mortality and Morbidity Data
- Financial Forecasting13 prompts, like Financial Data Analysis for Forecasting
- Risk Modeling18 prompts, like Catastrophe Risk Model Builder
- Pricing Strategy Development22 prompts, like Analyze Insurance Product Development Opportunities
- Catastrophe Risk Analysis5 prompts, like Analyze Catastrophe Claims Data
- Reserving Methodologies19 prompts, like Analyze Claims Data Trends
Show all 15 topics
- Regulatory Compliance Assessment17 prompts
- Predictive Analytics22 prompts
- Asset-Liability Management20 prompts
- Annuity Product Development18 prompts
- Policyholder Behavior Modeling10 prompts
- Experience Studies17 prompts
- Solvency Assessment19 prompts
- Climate Change Impact Analysis20 prompts
Apps you can build with AI 3
- Evidence-backed data analysis and reporting workspaceKeeps every figure in a pricing or reserving report traceable to its source data and assumption. Demo included.
- Insurance portfolio accumulation scenario labTests how correlated exposure assumptions change portfolio accumulation and capital across scenarios. Demo included.
- Finance spreadsheet assumption indexRecords why each model input was chosen so reviewers can follow the reasoning behind rates and reserves. Demo included.
Your Grok Bot team 8
- Forecast Accuracy ReviewEvaluate demand-forecast quality with WMAPE, bias, and Forecast Value Added vs. naive.
- Risk Metrics CalculationCalculate portfolio risk metrics: VaR, CVaR, Sharpe, Sortino, drawdown.
- Cash Flow ForecasterBuilds a 13-week cash flow forecast from your bank, AR, AP, and payroll data, flagging crunch weeks.
- Statistical AnalysisRuns statistical tests and reports results in APA format for academic research.
- Data AnalystAnalyzes numerical data to find trends, compare metrics, and produce statistical insights.
- Loss Aversion DesignerFrame messages using loss aversion to drive action without fear-mongering.
- Actuarial Forecasting AssistantTurn insurance data into forecasts, risk models, and stakeholder-ready reports for actuarial decisions.
- Mortality and Morbidity AnalystAnalyzes mortality and morbidity data to inform actuarial decisions and insurance risk management.
Get the plugin
Two ways to get it. Most people choose the membership: it includes every plugin and keeps them up to date.
Recommended
Membership
$9 a month, billed yearly
- The plugin for insurance actuaries, and for 500 other jobs
- Daily AI news and a new idea every day, inside your AI
- Skills update by themselves
- 900+ video courses and certificates
- Download up to 2 plugins a day
This plugin only
Standalone plugin
$49 once
- The plugin for insurance actuaries, for all eight AIs
- All 17 skills, 261 prompts and 3 apps
- Yours to keep, no subscription
- No daily news, ideas or skill updates
Secure payment by Stripe. Bought it already? Use the link in your email.
Questions
What is a plugin, and how do I install it if I am not technical?
A plugin is a set of instructions and files that teaches your AI how to do actuarial work. You download it once, follow a short setup guide, and the skills appear in the AI you already use. No coding.
Which AI does it work with?
ChatGPT, Claude, Microsoft 365 Copilot, Gemini, Grok, Grok Bot, Cursor and Kimi. The same skills, prompts and apps work across all eight, so you can stay with the AI your company approves.
What is the difference between the member download and the $49 one-time plugin?
The $49 one-time standalone plugin gives you the skills, prompts and apps. Members also get the live connection to Complete AI Training: daily AI news for your job, a new idea every day with its prompt, and automatic skill updates.
Is my data safe?
The plugin is instructions and files, not a database. It does not hold your claims or policy data. Your chats stay with your AI provider and follow that provider's privacy and security settings.
How many downloads can I get?
You can download 2 plugins a day. That covers this insurance actuary plugin plus any other plugin you want, and you keep access to every future update.
Learn to use AI as an insurance actuary
The plugin does the work; the learning path shows you how to get the most out of it, step by step.
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