All-in-one AI plugin for customer service representatives
The all-in-one AI plugin for Customer Service Representatives
17 skills, 311 prompts and 5 apps for insurance support work, plus a Grok Bot team. One download adds all of it to the AI you already use.

- 17skills
- 311prompts
- 5apps
- 12Grok bots
What's inside
Your week fills up fast. A customer asks why a premium went up, another needs help with a claim, a third wants to know if water damage is covered. You search policy documents, old emails and three systems before you can answer. Every reply has to be right, and the queue keeps moving.
17 skills for insurance support
Seventeen skills cover policy explanation, coverage inquiries, claims processing, initial claims intake, premium calculation, payment assistance, dispute resolution, renewals, document verification, policy customization and more, written for insurance support work.
311 ready prompts
311 prompts across 18 topics, from handling a coverage question to explaining a denial, calming an upset caller, drafting a renewal reminder and collecting feedback. Copy one and paste it into your chat.
5 apps you can build
Five apps, including a support portal covering chat, email and social media, an assistant that shows where each answer came from, and a console that keeps every customer conversation in one place.
A team of 12 agents
Twelve Grok Bot agents do the specialist work: policy explanation, coverage inquiries, claims processing, initial claims intake, premium calculation, payment assistance, dispute resolution, renewals, document verification and policy customization, ready when you are.
Works in eight AIs
One plugin works in ChatGPT, Claude, Microsoft 365 Copilot, Gemini, Grok, Grok Bot, Cursor and Kimi. Use the AI your team already has open. Nothing new to learn.
Daily news, ideas, updates
Members get a live connection to Complete AI Training: daily AI news for insurance support, a new idea every day with the prompt to run it, and automatic updates of every skill, prompt and app.
A day with your plugin
This plugin puts all of that help inside the AI you already use. Ask the coverage inquiry skill whether a policy covers a leak. Use the premium calculation skill to explain a rate change. Use the claims processing skill to draft a status update. You keep your judgment, and answers come faster.
- Morning
A customer emails asking if their new policy covers a rental car after an accident. You run the coverage inquiry skill and get a plain answer with the limit and the exclusion to mention.
- Late morning
A renewal call comes in and the customer asks why the rate changed. The renewal and updates skill drafts the explanation, lists the discount they lost and offers a prepay option.
- Afternoon
A claim has been open for two weeks. You use the claims processing skill and the support console app to write a status update, note the missing repair estimate and set a follow-up reminder.
- End of day
A customer says a charge was doubled and is upset. The payment assistance skill and the calm reply prompt sort the payment history, draft a reply and flag the account for a hardship plan review.
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 Customer Service Representative 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 customer service representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 customer service representatives.
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 a customer service representative.
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 customer service representative 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 customer service representatives 17
- policy explanation assistantExplains coverage, exclusions, limits, and deductibles in plain language, like why a water damage claim was denied under a named exclusion.
- coverage inquiry assistantVerifies a policy and explains what it covers, for example confirming an auto policy covers a rental car after a collision.
- personalized customer support assistantDrafts replies, troubleshooting steps, and follow-ups using customer context, like a billing question answered with the customer's last three payments.
- personalized insurance service assistantCompares policies, explains coverage, estimates premiums, and supports renewals, such as showing a customer two home policies side by side.
- customer inquiry response assistantPolishes, translates, and tracks replies across chat, email, social, and voice, like turning a rough note into a calm email.
- claims processing assistantHandles claim documents, filing guidance, status updates, denials, and appeals, like drafting an appeal letter for a rejected repair estimate.
Show all 14 skills
- policy customization assistantWalks a customer through riders, add-ons, deductibles, and limits, such as quoting a lower deductible and the premium change.
- insurance document verification assistantVerifies, updates, and tracks policy and claim documents, like cross-checking a driver's license against a policy application.
- initial claims intake assistantGuides a claimant through the first claim steps, documents, and forms, like collecting photos and a police report after a theft.
- premium calculation assistantGathers rating data, reviews risk factors, compares rates, and drafts quotes, like pricing a teen driver added to a family auto policy.
- insurance payment assistance assistantHandles payment plans, extensions, reminders, refunds, and hardship programs, like setting up a three-month plan for a customer behind on premiums.
- insurance dispute resolution assistantClassifies disputes, organizes documentation, and drafts customer responses, like answering a complaint about a surprise out-of-network charge.
- agency customer serviceHandles general inquiries, complaints, and account support with a warm handoff, like routing a billing complaint to the right team.
- policy renewal and updates assistantDrafts renewal reminders, updates, discount summaries, and confirmations, like an email showing a safe-driver discount before the renewal date.
Plus a start-here assistant, the prompt library and the app builder, and for members the daily brief.
Ready-made prompts 311
- Policy Explanation22 prompts, like Explain A Policy Renewal Clearly
- Claims Processing7 prompts, like Claim Denial Appeals Guidance
- Coverage Inquiry Handling19 prompts, like Assist with Claim Status Inquiry
- Premium Calculation19 prompts, like Analyze Premium Feedback Surveys
- Renewal and Updates19 prompts, like Assist with Renewal Payment Process
- Dispute Resolution7 prompts, like Identifying Dispute Nature
- Customer Onboarding20 prompts, like Account Setup Assistance
Show all 18 topics
- Risk Assessment17 prompts
- Document Verification22 prompts
- Payment Assistance5 prompts
- Policy Customization22 prompts
- Emergency Response Coordination19 prompts
- Fraud Detection and Prevention20 prompts
- Customer Feedback Collection10 prompts
- Regulatory Compliance19 prompts
- Multi-channel Communication20 prompts
- Personalized Service Provision22 prompts
- Training and Knowledge Management22 prompts
Apps you can build with AI 5
- Source-linked conversational support and feedback consoleBuild this to answer customer questions faster while every reply links back to the policy wording it came from. Demo included.
- Multi-channel customer support automation portalBuild this to handle repeat chat, email, and phone questions in one place with human review before anything sends. Demo included.
- Source-linked support assistant and admin consoleBuild this to cut repetitive inquiry handling and keep every answer tied to approved sources your team controls. Demo included.
- Source-linked customer support assistant and consoleBuild this to keep customer history, policies, and replies in one owned system instead of five open tabs. Demo included.
- Multi-channel support conversation coordination portalBuild this to coordinate replies across channels so nothing duplicates and every answer stays accurate. Demo included.
Your Grok Bot team 12
- Policy Explanation AssistantExplains insurance policies clearly and guides customers through coverage, claims, and renewals.
- Coverage Inquiry AssistantHandles insurance coverage inquiries from verification to resolution for customer service reps.
- Personalized Customer Support AssistantPersonalized customer support assistant that handles inquiries, troubleshooting, and follow-ups end-to-end.
- Personalized Insurance Service AssistantPersonalized insurance service assistant for customer service representatives.
- Customer Inquiry Response AssistantDrafts, translates, and tracks customer support replies across channels.
- Claims Processing AssistantHandles claim inquiries, document collection, status updates, and appeals for insurance customer service.
- Policy Customization AssistantGuides insurance customers through customizing policies, from coverage options to claims assistance.
- Insurance Document Verification AssistantVerifies, updates, and tracks insurance documents for customer service reps.
- Initial Claims Intake AssistantGuides claimants through initial insurance claims from intake to settlement.
- Premium Calculation AssistantHandles insurance premium calculations from data collection to quotes and customer education.
- Insurance Payment Assistance AssistantHandles insurance payment assistance: plans, extensions, reminders, processing, history, confirmations, and more.
- Insurance Dispute Resolution AssistantGuides insurance customer service reps through dispute resolution from intake to escalation.
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 customer service representatives, 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 customer service representatives, for all eight AIs
- All 17 skills, 311 prompts and 5 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 without technical knowledge?
A plugin is a set of instructions and files your AI reads. You download one file and add it to your AI app, the same way you would attach a document. We include a short guide with pictures. No coding, no setup calls.
Which AI does it work with?
It works in ChatGPT, Claude, Microsoft 365 Copilot, Gemini, Grok, Grok Bot, Cursor and Kimi. You keep the AI you already use. If your team uses one of these, the plugin fits right in without changing your tools.
What is the difference between the member download and the $49 standalone plugin?
Members get the same plugin plus a live connection to Complete AI Training, which brings daily AI news for this job, a new idea every day with the prompt to use it, and automatic skill updates. The $49 standalone plugin is a single download with no daily news, ideas or updates.
Is my customer data safe?
The plugin is instructions and files, not a database. It does not store your customers' details on its own. Your chats stay with the AI provider you use, under their privacy and security terms. Follow your company rules on what you paste into any tool.
How many downloads can I get?
You can download two plugins a day. That covers this one and a second for another part of your work. Each download includes every skill, prompt, app and Grok Bot agent in the package.
Learn to use AI as a customer service representative
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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