All-in-one AI plugin for insurance data analysts
Insurance Data Analyst: the all-in-one AI plugin
One download gives your AI 17 skills, 246 prompts and 5 apps for claims, pricing and renewals, so reports that took days come together in one afternoon.

- 17skills
- 246prompts
- 5apps
- 10Grok bots
What's inside
Your week runs on other people's questions. A claims manager wants loss ratios by region, underwriting wants renewal numbers, compliance wants a clean audit trail. You pull from several systems, rebuild the same spreadsheet, and check figures twice before anyone sees them. Much of your time goes to gathering and formatting, not analysis.
17 skills for daily work
The claims trend forecaster skill, the fraud alert skill, the renewal forecasting skill, the pricing strategy skill and more. Each one walks your AI through a job you already do.
246 ready-made prompts
Prompts grouped by topic, from claims data analysis to catastrophe modeling. Open one, paste your data, and get a structured answer you can edit and send.
5 apps you can build
Build an evidence-backed reporting workspace, a portfolio accumulation scenario lab, or a connected spreadsheet workspace. Every figure links back to the source row.
10 Grok Bot agents
A Data Analyst, a Trend Analyst, a Risk Manager and a Claims Data Analysis Assistant work alongside you. Hand off the first pass and review what comes back.
Works in eight AIs
ChatGPT, Claude, Microsoft 365 Copilot, Gemini, Grok, Grok Bot, Cursor and Kimi. Install once and keep using the AI you already have open.
Daily news, ideas, updates
Members get a live connection to daily AI news for insurance analysts, one new idea each day with the prompt to run it, and automatic skill updates.
A day with your plugin
The plugin drops into the AI you already use, so you ask in plain words. It cleans your claims file, builds the dashboard, flags unusual payments, and writes the summary with sources attached. You review and sign off instead of starting from a blank sheet.
- Morning
Open your claims extract and ask the claims trend forecaster skill for loss ratios by region and cause. It returns a cleaned table and a first chart before your stand-up.
- Late morning
A claims manager questions a spike in auto glass claims. Run the fraud alert skill on recent claims and get flagged providers with the reasons listed.
- Afternoon
Build the month-end KPI pack with the insurance data visualization skill. Dashboards, trend charts and a short summary come out in the same format as last month.
- End of day
Use the renewal forecasting prompt set to see which policies are likely to lapse next quarter, then note the top accounts for your retention call list.
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 Insurance Data Analyst 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 insurance data analyst 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 Data Analyst 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 Data Analyst 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 Data Analyst 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 data analysts.
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 data analyst.
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 data analyst 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 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.
Show all 14 skills
- claim event analytics assistantMonitors claim event data and raises anomaly alerts; for example, flagging a spike in same-day claim filings.
- claims insights analystBuilds claims KPIs and performance reports; for example, a settlement-time and reopen-rate summary for the claims manager.
- customer insights analystAnalyzes churn risk, sentiment, and lifetime value; for example, finding which customers are likely to leave at renewal.
- insurance pricing strategy optimizerBuilds and tests pricing models and elasticity scenarios; for example, testing a 3% rate change on renewal retention.
- policy renewal forecastingForecasts renewals and retention by segment and channel; for example, predicting which commercial policies will lapse.
- risk assessment analystRanks and prioritizes risks with mitigation plans; for example, scoring underwriting risks by likelihood and exposure.
- claims fraud alert generatorDetects fraud patterns and scores claims; for example, flagging providers with unusual billing across many claims.
- insurance market trend analystTracks market, competitor, regulatory, and climate trends; for example, comparing your loss ratio against regional peers.
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
Show all 15 topics
- Catastrophe Modeling13 prompts
- Sentiment Analysis of Customer Data19 prompts
- Data Visualization and Reporting20 prompts
- Regulatory Compliance Analysis5 prompts
- Predictive Maintenance for Policies21 prompts
- Market Trend Analysis19 prompts
- Underwriting Process Improvement17 prompts
- Real-time Analytics for Claim Events21 prompts
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.
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.
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 data analysts, 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 insurance data analysts, for all eight AIs
- All 17 skills, 246 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 can I install it without technical skills?
A plugin is a set of instructions and files that teach your AI how to do insurance analysis work. You download it once and follow a short setup guide. No coding, no servers, no IT ticket.
Which AI does it work with?
ChatGPT, Claude, Microsoft 365 Copilot, Gemini, Grok, Grok Bot, Cursor and Kimi. Use the one your team already pays for. Your prompts and files stay inside that tool.
What is the difference between the member download and the $49 one-time plugin?
The $49 standalone plugin is yours to keep, with no updates. Members also get the daily AI news for their job, a new idea every day with the prompt, and automatic updates when skills change.
Is my data safe?
The plugin is instructions and files, not a database. Your chats and files stay with your AI provider under your existing agreement. Nothing is sent to us.
How many downloads do I get?
Members can download 2 plugins a day, so you can add this one for insurance data analysis and another for a related role in the same week.
Learn to use AI as an insurance data analyst
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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