The All-in-One AI Plugin for Insurance Brokers

Skills for insurance brokers 17

• policy risk cost reviewerCompares policies on risk, cost, and compliance. Example: spotting that a quote drops hired auto coverage.
• policy explanation assistantTurns policy wording into plain language for clients. Example: explaining why a water damage claim was denied.
• policy customization assistantWalks a customer through deductibles, limits, and add-ons. Example: quoting three deductible options for a restaurant owner.
• client risk assessment assistantGathers client data and builds mitigation and coverage plans. Example: a warehouse risk report before renewal.
• insurance policy analysis assistantGives managers summaries and side-by-side comparisons. Example: reviewing five carrier submissions for one account.
• proposal customization assistantTailors a sales proposal to one client's industry and budget. Example: a manufacturing proposal with their own loss runs.

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

Ready-made prompts 27

• Client Risk And Needs3 prompts, like Summarize Client Risk Profile
• Comparing Policies And Quotes3 prompts, like Build A Quote Comparison Table
• Client Emails And Explanations4 prompts, like Explain A Premium Increase To Client
• Renewals And Retention3 prompts, like Prepare A Renewal Review Checklist
• Proposals And Recommendations3 prompts, like Draft A Client Insurance Proposal
• Underwriting And Negotiation3 prompts, like Prepare An Underwriter Submission
• Coverage Issues And Claims5 prompts, like Draft Dispute Correspondence

Apps you can build with AI 7

• Policy change tracking toolTrack clause-level wording changes across policy versions so you can show clients exactly what shifted at renewal. Demo included.
• Policy comparison workspaceKeep every comparison field tied to its original wording and location when you line up quotes for a client. Demo included.
• Insurance exposure change diaryLog client-declared changes all year so renewal starts from real exposures, not last year's assumptions.
• Broker renewal preparationRun a repeatable renewal collection process for one commercial niche, so nothing gets missed each cycle. Demo included.
• Client risk questionnaire assistantHelp clients answer risk questions accurately without guessing or inventing exposures they do not have. Demo included.
• Insurance catastrophe document readinessGet document access sorted before a storm or fire claim, when hours matter and portals lock up. Demo included.
• Renewal meeting question builderBuild renewal meeting questions from what the client actually documented this year, not generic lists. Demo included.

AI agents 12

In the download. An agent runs a whole recurring task for you, step by step, and asks you before anything important. Ask your AI: "Run the Insurance Renewal Data Refresh Agent". Each one also has a guided set-up with sample data on its page.

• Insurance Renewal Data Refresh AgentA renewal submission built on current, sourced exposure data.
• Policy Document Discrepancy AgentEvery issued policy matches the approved placement instructions.
• Insurance Certificate Evidence AgentCertificates that state only what the policy supports.
• Insurance Exposure Unit Reconciliation AgentExposure schedules in consistent, defined units.
• Insurance Client Schedule Consistency AgentA consistent location schedule across every renewal document.
• Underwriting Submission Readiness AgentComplete, consistent submissions before they reach underwriting.
• Sales Proposal Assembly AgentProposals that match the buyer's needs using only approved offers and correct pricing.
• Policy Change Impact Check AgentShow the customer the real effect of a policy change before it is bound.
• Quote Follow-up and Comparison AgentMake sure each open quote gets a timely, clear follow-up until it is won or closed.
• Insurance Policy Audit Before Renewal AgentMake sure every renewal matches what the client actually needs before it is released.
• Cross-Sell Opportunity Review AgentOffer clients the cover they are likely missing, without pushing those who say no.
• Premium Audit and Payroll Reporting AgentReduce surprise audit bills by adjusting exposure during the policy term.

Connections (MCP servers) 12

A guide in the download. A connection lets your AI work in an app you already use. You add only the ones you use: ask your AI "Which apps can you connect to?" and follow the steps on each connection's page.

• Box MCP serverLet your AI search your Box files, answer questions about them, and pull out details for you. Official. No install needed.
• OfficeAgent MCP serverLet your AI edit Word, PowerPoint and Excel files, with changes you can review before saving. Official.
• GigaMail MCP serverLet your AI read, search and draft your email, with you approving every send or delete.
• SignWell MCP serverSend documents for e-signature, track who signed, and download the signed PDFs, all from your AI chat. Official.
• Outlook Attachment Reader MCP serverLet your AI open and read the files attached to your Outlook emails, and send local files as drafts.
• MCP Emails serverLet your AI read, search, send and organize email in your own mailbox. No install needed.
• Mail MCP serverLets your AI read, search, send, reply to and forward email across several accounts for you.
• Fluxmail MCP serverLet your AI read, search, draft, send and organize email across your mailboxes. Official.
• Outlook Assistant MCP serverLets your AI read, search, send, and organise your Outlook email, calendar, and contacts from the chat.
• Outlook MCP serverLets your AI read, search, draft and send Outlook email and browse your OneDrive files for you.
• floodwise MCP serverLook up the official long-term flood-risk band for any England postcode, straight from your AI chat.
• Sifter MCP serverAsk your AI questions about your documents and get exact numbers, lists and totals back.

Your Grok Bot team 12

• Harvey SpecterNegotiates deals, renewals, and quotes to secure the best realistic price and terms for the owner.
• Contract Risk ReviewerAnalyzes contracts for risky clauses, extracts key terms, and suggests negotiation points.
• Vendor Proposal ComparatorTurns vendor quotes and SOWs into a normalized comparison matrix with TCO and negotiation prep.
• Deal Room Risk AnalystAnalyzes deal room documents to deliver due diligence, risk scoring, and negotiation recommendations.
• Client Health DashboardGenerates a prioritized client health report with RAG status and recommended actions.
• Carrier Relationship ManagementManage carrier portfolios, negotiate rates, and track performance with scorecards.
• Contract Renewal RadarSweeps your contracts folder and calendars every renewal decision deadline before it's too late.
• Term Sheet ReaderExplains what a term sheet does to your ownership and control, clause by clause.
• Risk ManagerQuantifies portfolio risk, sets position limits, and designs hedging strategies.
• Risk Metrics CalculationCalculate portfolio risk metrics: VaR, CVaR, Sharpe, Sortino, drawdown.
• Policy Risk & Cost ReviewerAnalyzes insurance policies for risk, compliance, coverage, and cost to support recommendations.
• Premium Calculation AssistantHandles insurance premium calculations from data collection to quotes and customer education.