All-in-one AI plugin for insurance claims processors
The All-in-One AI Plugin for Insurance Claims Processors
One download gives your AI 17 skills, 279 prompts and 7 apps for claim intake, document checks, settlements and fraud alerts, so your day moves faster.

- 17skills
- 279prompts
- 12AI agents
- 12connections (MCP)
- 7apps
- 7Grok bots
What's inside
Your week is a stack of claim files. A police report is missing, a policy exclusion is worded badly, a claimant calls for a status, and three settlements need numbers before the adjuster meeting. You check the same details again and again, and the paperwork never really ends.
17 skills ready to use
Document verification, settlement math, fraud alerts, policy coverage, damage reports, customer replies and more. Each skill is named in plain words, so you know what to run.
279 prompts by topic
Claim document verification, customer service, fraud detection, settlement calculation, compliance and more. Copy a prompt, add your claim details, and the AI does the first pass.
7 apps for daily work
A document completeness checker, a claims intake assistant, a status update service and others. They turn a messy claim file into a clean checklist you can act on.
7 Grok Bot agents
Verify Document, Extract Document Data, Doc Chaser Lite, Fact Checker, Document Structure Analyzer, Insurance Fraud Detection Analyst and Automated Claim Processing Assistant. They run the repetitive steps for you.
Works in eight AIs
ChatGPT, Claude, Microsoft 365 Copilot, Gemini, Grok, Grok Bot, Cursor and Kimi. One download, and you keep working in the AI your team already uses.
Daily news, ideas, updates
Members get a live connection to Complete AI Training: the daily AI news for claims work, one new idea each day with the prompt, and automatic updates to every skill.
A day with your plugin
This plugin puts 17 skills, 279 prompts and 7 apps inside the AI you already use. Ask for a document check, a coverage explanation, a settlement breakdown or a customer update. You stay the decision maker, and the AI handles the first pass and the drafting.
- Morning
A new auto claim lands with a blurry photo of the police report. You run the document verification skill, which lists what is missing and drafts a short note asking the claimant to resend it.
- Late morning
A homeowner asks whether water damage from a slow leak is covered. You use the policy coverage clarification skill to pull the wording, the exclusion and a plain-language reply you can approve.
- Afternoon
Three claims need settlement numbers before the adjuster meeting. The settlement calculation skill gathers the policy limits, the repair estimate and the depreciation, then shows the math step by step.
- End of day
You close the day with the claims insights skill, which turns today's intake into a short report on volume, aging claims and two claims worth a closer fraud look.
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).
- On a computer, open chatgpt.com/gpts/editor in your browser (or in ChatGPT: GPTs in the left menu, then + Create at the top right). You need a paid ChatGPT plan (Plus, Pro, Business or Enterprise) to make a GPT, and it can't be done in the phone app.
- You see two tabs at the top, Create and Configure: click Configure.
- Name it Insurance Claims Processor 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: at chatgpt.com go to Settings → Plugins → Create, add the Complete AI Training server and sign in with your membership. Your Connect page 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 claims processor 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 Claims Processor 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 Claims Processor 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 Claims Processor 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 claims processors.
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 claims processor.
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 claims processor 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.
Once it's installed, type this
- "What can you help me with as an insurance claims processor?"Your AI introduces the plugin and suggests where to start.
- "Run the Claim Evidence Timeline Agent"Starts one of your 12 AI agents. It asks you a few questions first, then runs the task step by step and checks with you before anything important.
- "Which apps can you connect to?"Your AI lists the 12 connections for insurance claims processors and walks you through adding the ones you use, one app at a time.
- "Find a prompt for …"Picks one of the 279 ready-made prompts and asks for your details.
Everything in the plugin
Your AI picks the right part by itself. You can also ask for one by name.
Skills for insurance claims processors 17
- claim document verification assistantExtracts data from claim PDFs, cross-checks the policy, and flags mismatches, like a date of loss that clashes with the police report.
- automated claim processing assistantRuns a claim from intake to settlement. Example: routes a new auto claim and drafts the first acknowledgment email.
- claims data and records assistantEnters and verifies claim data, updates records, keeps audit trails. Example: logs a new claim and checks the policy number.
- settlement calculation assistantAssesses losses, calculates settlements, and audits the math. Example: works out a water damage payout after the deductible.
- claims compliance assistantChecks coverage, regulatory rules, and data, and flags fraud signals. Example: reviews a claim against state prompt-pay rules.
- claims processing automation managerExtracts, classifies, assesses, routes, and audits claims, and drafts customer updates. Example: sends a new claim to the right adjuster queue.
Show all 14 skills
- policy coverage clarification assistantExplains policy language, coverage, and exclusions, and compares policies. Example: clarifies whether a home policy covers water backup.
- damage assessment supportReviews photos, documents, and costs, and drafts damage reports. Example: sums repair estimates for a kitchen fire claim.
- insurance claims service assistantDrafts customer replies, claim guides, and denial explanations. Example: writes a plain-language status update for a claimant.
- claims fraud alert generatorScores risk and creates alerts from claims, provider, voice, and image data. Example: flags a provider billing pattern that repeats.
- insurance fraud detection analystAnalyzes claims, documents, and evidence to detect fraud patterns and verify claimants. Example: builds a report on a staged accident ring.
- claim severity assessment assistantScores claim severity, benchmarks against similar claims, and forecasts trends. Example: rates an injury claim as high severity for review.
- claims insights analystTurns claims data into KPIs, forecasts, dashboards, and cost reports. Example: builds a monthly dashboard of cycle time by adjuster.
- multilingual claims support botTranslates claim inquiries, documents, and letters, and checks regional language rules. Example: answers a Spanish-speaking claimant in Spanish.
Plus a start-here assistant, the prompt library and the app builder, and for members the daily brief.
Ready-made prompts 279
- Claim Document Verification18 prompts, like Guide Insurance Document Scanning
- Customer Service Interaction19 prompts, like Addressing Customer Complaints
- Predictive Analytics for Claim Trends15 prompts, like Insurance Claims Data Collection and Cleaning
- Multi-language Support12 prompts, like Create Language-Specific Insurance FAQs
- Fraud Detection Analysis20 prompts, like Automated Claims Fraud Analysis
- Automated Claim Processing22 prompts, like Analyze Insurance Claims for Fraud
- Policy Coverage Clarification17 prompts, like Build Policy Coverage Comparison Tool
Show all 15 topics
- Data Entry and Record Keeping19 prompts
- Damage Assessment Support17 prompts
- Settlement Calculation Assistance19 prompts
- Regulatory Compliance Checks20 prompts
- Training and Guidelines Update18 prompts
- Risk Assessment and Management20 prompts
- Sentiment Analysis of Customer Feedback21 prompts
- Chatbot Integration for Initial Claims22 prompts
Apps you can build with AI 7
- Insurance document completeness checkerBuild this to give every claim a visible checklist so nothing is missing before it reaches an adjuster. Demo included.
- Claims document translation alignmentBuild this to keep bilingual claim evidence matched line by line, with references intact for review. Demo included.
- Plain-language document comparison and clarification workspaceBuild this to compare documents in plain words and keep a record of what you clarified and approved. Demo included.
- Claims settlement document consistencyBuild this to run mechanical checks that settlement letters match the approved numbers and dates. Demo included.
- Claims status communication serviceBuild this to turn one verified case status into clear updates for claimants without retyping. Demo included.
- Claims customer-document checklist designerBuild this to give claimants a tailored document list so claims start complete and fewer follow-ups are needed. Demo included.
- Claims intake assistantBuild this to capture structured intake details while coverage decisions stay with authorized staff. 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 Claim Evidence Timeline Agent". Each one also has a guided set-up with sample data on its page.
- Claim Evidence Timeline AgentAn adjuster-ready chronology where every event is traceable to its source.
- Claims Document Version AgentA complete version history of every claim document.
- Rejected Claim Resolution AgentTurn each rejected claim into a paid claim or a clear next step for the patient.
- Crop Insurance Claim Evidence AgentFile a complete claim before the policy deadlines.
- Subrogation Opportunity AgentRecover payments from at-fault parties before time limits run out.
- Reserve Adequacy Review AgentKeep reserves in line with what the file now shows.
- Total Loss Valuation AgentProduce a total loss value that stands up to a dispute.
- Catastrophe Surge Triage AgentGet the most urgent claims to people first when volume spikes.
- Repair Invoice Audit AgentPay only for approved and verified repair work.
- Claim Intake Completeness AgentComplete claim files within days of first notice
- Policy Coverage Check AgentA clear coverage note with cited clauses before adjustment
- Claim Fraud Indicator Screening AgentRefer only claims with verified fraud indicators
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.
- Outlook Attachment Reader MCP serverLet your AI open and read the files attached to your Outlook emails, and send local files as drafts.
- Swath MCP serverAsk your AI about radar-verified hail and wind storms, and get storm history for any US address. Official. No install needed.
- MyMedi-AI MCP serverLook up medical billing codes, check prior auth rules, and validate claims straight from your AI chat. No install needed.
- Talonic MCP serverTurn PDFs, scans and forms into clean, checked data your AI can search and reuse. No install needed.
- Nutrient DWS MCP serverLet your AI merge, convert, redact, sign, and read PDFs and Office documents for you.
- TabPilot MCP serverLet your AI control the Chrome you're already signed into: read pages cheaply, click buttons, and fill tricky web forms.
- Sifter MCP serverAsk your AI questions about your documents and get exact numbers, lists and totals back.
- PDF Content Search MCP serverLet your AI search all your PDFs, including scanned ones, and pull out dates, senders and amounts.
- FlexOrch MCP serverTurn PDFs, invoices and contracts into tidy datasets your AI can read, search and export.
- Mistral MCP serverTurn invoices and documents into clean data, and use Mistral AI for chat, OCR, audio and images.
Your Grok Bot team 7
- Verify DocumentCheck PDFs and images for tampering signals before relying on them.
- Extract Document DataExtract grounded JSON fields from documents with per-value page citations and abstention on missing values.
- Doc Chaser LiteDrafts one friendly document-request email for a tax client from a brief and practice profile.
- Fact CheckerVerifies claims and assesses source credibility across all content types.
- Document Structure AnalyzerAnalyzes document layouts and maps content hierarchy before OCR processing.
- Insurance Fraud Detection AnalystAnalyzes insurance claims data and documents to detect fraud patterns and risks.
- Automated Claim Processing AssistantAutomates claim intake, verification, decisions, and customer updates for insurance processors.
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 claims processors, and for 500 other jobs
- Daily AI news and a new idea every day, inside your AI
- Skills update by themselves
- 700+ video courses and certificates
- Download up to 2 plugins a day
Pay on Stripe's secure page, no questions first. You're back here straight after, ready to download.
This plugin only
Standalone plugin
$49 once
- The plugin for insurance claims processors, for all eight AIs
- All 17 skills, 279 prompts, 12 AI agents and 7 apps
- The connections guide
- 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 without technical knowledge?
A plugin is a set of instruction files you add to the AI you already use. You download it once, follow the short setup guide, and paste or upload the files. No coding, no new software, no IT ticket.
Which AI does it work with?
It works in ChatGPT, Claude, Microsoft 365 Copilot, Gemini, Grok, Grok Bot, Cursor and Kimi. Use the one your team already has open. The same skills and prompts work in all of them.
What is the difference between the member download and the $49 standalone plugin?
The $49 one-time plugin gives you the skills, prompts and apps. The member download adds the live connection to Complete AI Training: daily AI news for your job, a new idea every day with the prompt to run it, and automatic skill updates.
Is my data safe?
The plugin is instructions and files, not a database. Your claim details stay in the AI you use, and that provider handles your chats under its own privacy terms. Follow your company rules on what you paste in.
How many downloads do I get?
Members can download 2 plugins a day. That covers this plugin plus another one for your team, and you keep every file you have already downloaded.
Learn to use AI as an insurance claims processor
The plugin does the work; the learning path shows you how to get the most out of it, step by step.