All-in-one AI plugin for underwriters
The all-in-one AI plugin for Underwriters
One download gives you 9 underwriting skills, 24 prompts, 3 apps, and 8 Grok Bot agents inside your AI, so risk reviews, pricing, and policy answers go faster.

- 9skills
- 24prompts
- 3apps
- 8Grok bots
What's inside
Your week fills with submissions, renewals, broker questions, and policy wording you have to read twice. Claims data sits in one system, pricing notes in another, and the write-up lands on you at the end of the day. Small details decide whether a risk is acceptable, and there is never enough time to check every one.
9 underwriting skills
The underwriting analysis, policy analysis, premium calculation, coverage clarification, financial risk, and meeting notes skills handle the daily work, from claims data to customer letters.
24 ready-made prompts
Eight topics cover application intake review, risk factor assessment, premium calculation support, policy terms analysis, decision drafting, actuarial and guideline collaboration, documentation and audit, and broker and client communication.
3 working apps
The policy change tracker, the exposure location checker, and the disclosure source binder. They clean up inputs and trace wording changes before your analysis or filing.
8 Grok Bot agents
A team that includes a Contract Risk Reviewer, a Risk Manager, a Fact Checker, and an Underwriting Support Assistant. They take on review, checking, and research tasks alongside you.
Works in eight AIs
Use it in ChatGPT, Claude, Microsoft 365 Copilot, Gemini, Grok, Grok Bot, Cursor, and Kimi. Same plugin, same results, whichever tool your team already pays for.
Daily news and ideas
Members get a live connection to Complete AI Training: the daily AI news for underwriters, one new idea every day with the prompt to do it, and automatic skill updates.
A day with your plugin
This plugin puts the underwriting work inside the AI you already use. Ask for a risk summary, a premium comparison, or a coverage explanation and get a draft you can edit. It keeps your policy language, your guidelines, and your audit trail in one place, so you spend your time on judgment, not formatting.
- Morning
A new commercial submission lands. Run the underwriting analysis skill to pull the risk factors, loss history, and open questions into one summary before you open the file.
- Late morning
A broker calls about whether a water damage exclusion applies. Use the coverage clarification skill to check the wording and draft a short answer you can send.
- Afternoon
You are pricing a renewal with two years of claims. The premium calculation skill compares rates, lists the factors that moved the number, and gives you a quote draft.
- End of day
Your underwriting meeting ends. The meeting notes skill turns your rough notes into decisions, owners, and action items, ready for the audit file.
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 Underwriter 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 underwriter 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 Underwriter 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 Underwriter 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 Underwriter 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 underwriters.
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 underwriter.
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 underwriter 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 underwriters 9
- underwriting support assistantBuilds the risk summary, pricing recommendation, and file note for a new commercial property submission, ready to review.
- insurance policy analysis assistantReviews a policy for coverage, limits, exclusions, endorsements, and fraud flags, then lists gaps against the request.
- premium calculation assistantCollects rating data, adjusts factors, compares rates, and drafts a quote explanation showing why the premium moved.
- policy coverage clarification assistantAnswers claims coverage questions by citing policy language, confirming exclusions, and drafting plain-language coverage explanations or FAQs.
- office meeting notesTurns a broker call transcript into decisions, action items, and owners you can drop into the file.
- financial risk analysis assistantIdentifies and prioritizes financial risks in an account and drafts mitigation, scenario, and monitoring notes for review.
Plus a start-here assistant, the prompt library and the app builder, and for members the daily brief.
Ready-made prompts 24
- Application Intake Review3 prompts, like Summarize New Insurance Application
- Risk Factor Assessment3 prompts, like List Risk Factors From Case Summary
- Premium Calculation Support3 prompts, like Explain Rating Factors And Premiums
- Policy Terms Analysis3 prompts, like Summarize Policy Exclusions And Conditions
- Decision Drafting3 prompts, like Draft Underwriting Decision Rationale
- Actuarial And Guideline Collaboration3 prompts, like Prepare Questions For Actuarial Review
- Documentation And Audit3 prompts, like Organize Underwriting Decision Notes
Show all 8 topics
- Broker And Client Communication3 prompts
Apps you can build with AI 3
- Policy change tracking toolTrack clause-level wording changes across renewals so real coverage changes stand out from formatting noise. Demo included.
- Commercial exposure location disambiguatorClean address and location data before it reaches actuarial, so exposure totals are not split or double counted. Demo included.
- Insurance disclosure draft source binderBind approved disclosure wording to its source evidence, so every sentence in a filing can be traced. Demo included.
Your Grok Bot team 8
- Contract Risk ReviewerAnalyzes contracts for risky clauses, extracts key terms, and suggests negotiation points.
- Deal Room Risk AnalystAnalyzes deal room documents to deliver due diligence, risk scoring, and negotiation recommendations.
- Risk ManagerQuantifies portfolio risk, sets position limits, and designs hedging strategies.
- Auction Risk AuditorAnalyzes legal, financial, and operational risks of auction properties with a score and risk-weighted ROI.
- Fact CheckerVerifies claims and assesses source credibility across all content types.
- Home Inventory BuilderTurns your photos and receipts into an insurance-grade home inventory.
- Underwriting Support AssistantStreamlines underwriting data, risk, policy, and compliance tasks for insurance risk analysts.
- Client Risk Assessment AssistantStreamlines client risk assessment from data collection to monitoring and reporting.
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 underwriters, 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 underwriters, for all eight AIs
- All 9 skills, 24 prompts and 3 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 that teach your AI how to do underwriting tasks. You download it, open the short install guide, and follow a few clicks. No coding and no setup calls.
Which AI does it work with?
ChatGPT, Claude, Microsoft 365 Copilot, Gemini, Grok, Grok Bot, Cursor, and Kimi. If your team already uses one of these, the plugin works there. You do not need to switch tools.
What is the difference between the member download and the $49 one-time standalone plugin?
Members get the plugin plus the daily AI news for underwriters, a new idea every day with the prompt, and automatic skill updates. The $49 standalone gives you the plugin only, with no daily news, ideas, or updates.
Is my data safe?
The plugin is instructions and files, not a database. Your chats stay with your AI provider and follow their privacy terms. The plugin does not collect, store, or send your policy or claims data anywhere.
How many downloads can I get?
Two plugins a day. That covers this underwriting plugin and one more for another part of your work, so you can build your own set over time.
Learn to use AI as an underwriter
The plugin does the work; the learning path shows you how to get the most out of it, step by step.