The all-in-one AI plugin for Operations Managers

Skills for operations managers 17

• operations process optimizerMaps your claims intake steps, finds the rework and wait time, and shows what to automate first.
• agency operations managerRuns Lean and Six Sigma reviews, like a capacity plan for a team handling 20 percent more policies.
• service quality enhancement assistantTurns call scores and complaint notes into an audit plan, SLA fixes, and a journey map.
• insurance customer service optimizerBuilds insurance service surveys, chatbot replies, and a multilingual support plan for policyholders.
• customer service improvement plannerPrioritizes service fixes from survey data and writes rep training for your top complaint type.
• market trend operations analystSummarizes market data into demand forecasts and risk notes, such as staffing needs for a new state.

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

Ready-made prompts 194

• Policy Analysis20 prompts, like Analyze Insurance Policy Exclusions
• Competitive Analysis20 prompts, like Competitive Market Research Analysis
• Claims Processing Automation20 prompts, like AI-Powered Claims Assessment
• Fraud Detection19 prompts, like Fraud Pattern Data Analysis
• Customer Service Improvement21 prompts, like Analyze Customer Feedback Insights
• Training and Development21 prompts, like Assess Operations Training Needs
• Market Trend Analysis7 prompts, like Collect and Analyze Market Data

Apps you can build with AI 5

• No-code operations automation and analysis portalBuild a portal for your routine ops reports and workflows, so you stop renting several separate tools. Demo included.
• No-code AI workflow operations portalRun and govern your AI workflows and agents in one place your team can own and audit. Demo included.
• Automation monitoring subscriptionTrack whether automations hit business outcomes, not just whether the job ran without errors. Demo included.
• Agency quality assurance serviceRun QA with agency-specific standards and evidence you can challenge on every finding. Demo included.
• Evidence-backed data visualization and sharing workspaceKeep one traceable path from raw data to a shared chart, cutting the tools you juggle. 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 Warranty Evidence Collection Agent". Each one also has a guided set-up with sample data on its page.

• Warranty Evidence Collection AgentA complete, consistent evidence packet for every warranty claim.
• Support Queue Misclassification AgentTickets land in the right specialist queue.
• Hospitality Review Recovery Coordination AgentEvery recurring complaint leads to a verified operational fix.
• Claim Evidence Timeline AgentAn adjuster-ready chronology where every event is traceable to its source.
• Policy Document Discrepancy AgentEvery issued policy matches the approved placement instructions.
• Subrogation File Assembly AgentA recovery evidence bundle ready for the recovery team.
• Claim Payment Document Reconciliation AgentEvery claim payment goes to the correct, verified payee.
• Claims Document Version AgentA complete version history of every claim document.
• Circuit Outage and Provider Credit AgentCredit claims filed with evidence for every outage that qualifies, and tracked to payment
• Delivery Invoice Verification AgentPay only for what was ordered, received and agreed, and recover every credit owed.
• Catastrophe Surge Triage AgentGet the most urgent claims to people first when volume spikes.
• Vendor SLA Breach Follow-Up AgentRecord every vendor service miss and recover the credits due.

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.
• Excel MCP serverLets your AI create, read and edit Excel workbooks for you, without opening Excel.
• Swath MCP serverAsk your AI about radar-verified hail and wind storms, and get storm history for any US address. Official. No install needed.
• Ragie MCP serverLet your AI search your Ragie knowledge base and pull back the right passages when you ask a question.
• Pinecone Assistant MCP serverLet your AI search your Pinecone Assistant knowledge base and bring back answers with sources. Official.
• Sifter MCP serverAsk your AI questions about your documents and get exact numbers, lists and totals back.
• TabPilot MCP serverLet your AI control the Chrome you're already signed into: read pages cheaply, click buttons, and fill tricky web forms.
• Excel Vision MCP serverLet your AI read Excel files fully, including the images and colors inside them.
• Snowflake MCP serverLets your AI look up and query your Snowflake data, with read-only protection on by default.
• Word document MCP serverLet your AI open, edit, and review Word files, with changes shown as tracked revisions.

Your Grok Bot team 12

• Business AnalystAnalyzes business processes, gathers requirements, and identifies improvement opportunities for operational efficiency.
• Workflow OrchestratorDesigns, implements, and optimizes complex business process workflows with state management and error handling.
• Performance MonitorTracks system metrics, detects anomalies, and optimizes resource usage across multi-agent environments.
• Compliance SpecialistAssesses compliance gaps and prepares audit evidence for regulatory frameworks.
• Weekly Ops ReportTurn raw operational data into a weekly management report answering what changed, where concentrated, what needs a decision.
• Incident Reporting NavigatorScreens one security incident across EU reporting regimes and produces a cited notification map.
• Regulatory Affairs HeadManages regulatory strategy and submissions for HealthTech and MedTech devices.
• Compliance AuditorAudits compliance across GDPR, HIPAA, SOC 2, PCI DSS, and ISO frameworks.
• MetricsQueries Railway service metrics for CPU, memory, network, and disk usage.
• Monitoring SpecialistMonitors infrastructure health, collects metrics, and alerts on symptoms to keep systems reliable.
• Observability Monitoring Slo ImplementImplement SLO frameworks and error budgets for service reliability.
• It OperationsManages IT infrastructure, monitoring, incident response, and service reliability for operations teams.