Insurance Data Analyst: the all-in-one AI plugin

Skills for insurance data analysts 17

• insurance data visualization assistantBuilds claims dashboards, KPI reports, and trend charts; for example, a monthly loss-ratio view by region for the exec meeting.
• claim data analysis assistantRuns end-to-end claim analysis; for example, cleaning a year of auto claims and benchmarking severity by state.
• insurance operations reporting assistantReports operations data across claims, cost, compliance, and satisfaction; for example, a weekly backlog and cycle-time report.
• insurance cost benefit analystEstimates costs, sensitivity, and ROI; for example, whether a new fraud review team pays for itself.
• claims trend forecasterForecasts claim trends and ranks cost drivers; for example, projecting next quarter's frequency for home claims.
• insurance customer segmentation analystSegments customers into risk-value groups; for example, finding policyholders who are low risk and ready to cross-sell.

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

Ready-made prompts 246

• Risk Assessment Modeling13 prompts, like Feature Selection and Engineering
• Cost-Benefit Analysis19 prompts, like Data Collection for Cost-Benefit Analysis
• Fraud Detection Algorithms19 prompts, like Preprocess A Dataset For Analysis
• Claims Data Analysis10 prompts, like Analyze Claims Costs
• Customer Segmentation20 prompts, like Build Predictive Customer Models
• Pricing Strategy Optimization10 prompts, like A/B Testing for Pricing Strategies
• Policy Renewal Forecasting20 prompts, like Analyze Competitors for Renewal Retention

Apps you can build with AI 5

• Evidence-backed data analysis and reporting workspaceBuild this to cut question-to-report time while keeping every figure linked to its source. Demo included.
• Evidence-backed data visualization and sharing workspaceBuild this when you need one traceable path from raw data to a reviewed, shared dashboard. Demo included.
• Connected spreadsheet analysis and reporting workspaceBuild this to reduce manual spreadsheet work while keeping analysis reviewable and evidence-backed. Demo included.
• Insurance portfolio accumulation scenario labBuild this to make correlated exposure assumptions explicit in portfolio accumulation scenarios. Demo included.
• Evidence-backed data analysis and reporting workspaceBuild this to move from raw data to a shared, source-linked report faster. 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 Loss Run Analysis Agent". Each one also has a guided set-up with sample data on its page.

• Loss Run Analysis AgentA clean, checked loss history with frequency, severity and large losses
• Survey Weighting and Sample Check AgentProduce weighted survey estimates that are stable and well documented.
• Mule Account and Network Link Analysis AgentFind the accounts linked to a confirmed fraud account and rank them by strength of evidence.
• Mortality and Lapse Assumption Update AgentPropose supported assumption updates with reserve impact, ready for review.
• Climate Scenario Loss Modeling AgentShow how climate scenarios hit the actual portfolio and which mitigations work.
• Actuarial Model Change Control AgentShow exactly what a model change does to results before it goes live.
• Annuity Feature Change Pricing AgentFind feature designs that meet margin and risk targets and explain the options.
• Mortality Data Quality Cleanup AgentProduce a clean study dataset with documented fixes and exclusions.
• Claims Severity Spike Investigator AgentExplain a claims severity spike with tested evidence within a day or two.
• Underwriting Referral Queue AgentGive underwriters a queue of complete, prioritized files.
• Subrogation Opportunity Finder AgentFind recoverable claims early, with evidence, before the time limit passes.
• Model Risk Validation Test AgentRun a complete, repeatable validation and track findings through to their fix.

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.

• Excel MCP serverLet your AI assistant open and work inside real Microsoft Excel on your Windows PC.
• Snowflake MCP serverLets your AI look up and query your Snowflake data, with read-only protection on by default.
• BigQuery MCP serverLets your AI look at your BigQuery tables and run SQL queries for you.
• Microsoft SQL Server MCP serverAsk your AI questions about your SQL Server database and get answers, tables, and reports back.
• Google Sheets MCP serverLets your AI read, write, and format your Google Sheets for you, right from the chat.
• DataCharter MCP serverLets your AI query your files and databases locally, with only the columns you allow and private details hidden.
• Multi-Database MCP serverLets your AI look inside your databases, find tables and run queries for you in plain English.
• Snowflake MCP server (deprecated)Ask your AI to query Snowflake data and manage objects in plain English, within your permissions.
• Alkemi MCP serverAsk your AI questions about your Snowflake, BigQuery or Databricks data in plain English. No install needed.
• Database MCP server (MySQL, PostgreSQL, SQLite, Oracle)Lets your AI look inside your databases, run queries, and explain what the data means.
• Power BI Analyst MCP serverAsk your AI to explore Power BI data, run DAX queries, and summarise results for you.
• Aegis DQ MCP serverLets your AI check your data for errors, explain what went wrong, and suggest SQL fixes.

Your Grok Bot team 10

• Data AnalystAnalyzes numerical data to find trends, compare metrics, and produce statistical insights.
• Kpi Dashboard DesignDesign KPI dashboards that drive business decisions with proven patterns.
• Dashboard DesignBuild scannable analytics dashboards with modular cards, KPI hierarchy, and muted backgrounds.
• Trend AnalystAnalyzes emerging trends and predicts industry shifts to inform strategic planning and competitive positioning.
• Forecast Accuracy ReviewEvaluate demand-forecast quality with WMAPE, bias, and Forecast Value Added vs. naive.
• Risk ManagerQuantifies portfolio risk, sets position limits, and designs hedging strategies.
• Google AnalyticsAnalyze Google Analytics data to find traffic patterns and suggest improvements.
• Product Usage Analytics AssistantTurns product usage data into churn risk, upsell leads, and adoption insights for customer success managers.
• Insurance Risk Modeling AssistantBuilds and maintains insurance risk models from data to compliance.
• Claims Data Analysis AssistantTurns insurance claims data into clear insights, forecasts, and compliance checks for analysts.