The all-in-one AI plugin for Insurance Agents

Skills for insurance agents 17

• policy explanation assistantTurns a policy into plain language on coverage, exclusions, limits, and premiums, like explaining why a water backup claim was denied.
• policy customization assistantWalks a client through deductible, limit, and add-on choices, like showing three options that cut the premium by changing the deductible.
• personalized insurance service assistantHandles a full service call, from coverage question to quote, claim help, billing, or renewal, with one consistent answer.
• policy renewal and updates assistantDrafts renewal reminders, payment notices, and confirmation letters, like a 45-day notice with the new premium and updated contact details.
• coverage inquiry assistantVerifies the policy and answers the coverage question with exact wording, like confirming whether a rental car is covered after a crash.
• proposal writing assistantBuilds a group or commercial proposal from outline to follow-up, like a benefits package pitch for a 40-person company.

Plus a start-here assistant, the prompt library and the app builder, and for members the daily brief.

Ready-made prompts 30

• Explaining Coverage Clearly5 prompts, like Explain Policy Terms and Conditions
• Preparing Needs Assessments3 prompts, like Draft Client Needs Analysis Questions
• Quoting And Proposals3 prompts, like Turn Premiums Into A Comparison Table
• Client Follow-Up And Objections3 prompts, like Draft A Post-Quote Follow-Up Email
• Claims Support7 prompts, like Explain Policy Claims Process
• Renewals And Policy Changes3 prompts, like Explain Policy Change To Client
• Client Records And Admin3 prompts, like Summarize A Meeting Into CRM Notes

Apps you can build with AI 7

• Conversation evidence and follow-up workspaceCuts call note taking and timestamps the exact moment a client mentioned a new driver, so follow-up is accurate. Demo included.
• Meeting capture to follow-up action workspaceTurns a client meeting into approved follow-up, with every promise traced back to what was actually said. Demo included.
• Insurance exposure change diaryKeeps a year-round record of client-declared changes, like a new roof or a home business, so renewals are right.
• Policy change tracking toolShows clause-level wording changes between policy versions, separating real coverage changes from formatting noise. Demo included.
• Meeting notes capture and retrieval workbenchStores meeting notes where clients keep their records, so you can find past context in seconds. Demo included.
• Sales meeting admin coordination portalCuts sales admin by keeping CRM records and follow-ups accurate after each client meeting. Demo included.
• Broker renewal preparationRuns a client-friendly renewal collection process built for one commercial insurance niche. Demo included.

Your Grok Bot team 8

• Contract Renewal RadarSweeps your contracts folder and calendars every renewal decision deadline before it's too late.
• Home Inventory BuilderTurns your photos and receipts into an insurance-grade home inventory.
• Client Health DashboardGenerates a prioritized client health report with RAG status and recommended actions.
• Lead Research AssistantFinds and prioritizes companies that match your ideal customer profile for sales outreach.
• Harvey SpecterNegotiates deals, renewals, and quotes to secure the best realistic price and terms for the owner.
• Risk ManagerQuantifies portfolio risk, sets position limits, and designs hedging strategies.
• Client Risk Assessment AssistantStreamlines client risk assessment from data collection to monitoring and reporting.
• Policy Customization AssistantGuides insurance customers through customizing policies, from coverage options to claims assistance.