The all-in-one AI plugin for Underwriters

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

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.

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 Policy Change Impact Check Agent". Each one also has a guided set-up with sample data on its page.

• Policy Change Impact Check AgentShow the customer the real effect of a policy change before it is bound.
• Application Versus External Data AgentA short list of confirmed differences between the application and outside records, with evidence
• Loss Run Analysis AgentA clean, checked loss history with frequency, severity and large losses
• Policy Wording and Endorsement Check AgentA quote whose wording matches approved forms, with agreed exclusions present and exceptions approved
• Declination and Reconsideration AgentA documented decline and a fair, recorded recheck of any new information
• Reinsurance Treaty Limit Check AgentA binding decision that is checked against treaty limits, capacity and reporting duties
• Underwriting File Documentation Audit AgentUnderwriting files that contain every required rationale and sign-off, with gaps closed
• Underwriting Referral Queue AgentGive underwriters a queue of complete, prioritized files.
• Policy Renewal Change Review AgentCustomers understand renewal changes and get every discount they qualify for
• Portfolio Accumulation Monitoring AgentExposure kept within appetite limits with early warnings
• Underwriting Guideline Adherence Audit AgentAn evidence-based audit of guideline adherence with trends
• Premium Calculation Check AgentCorrect premiums on every quote before release

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.
• Swath MCP serverAsk your AI about radar-verified hail and wind storms, and get storm history for any US address. Official. No install needed.
• OfficeAgent MCP serverLet your AI edit Word, PowerPoint and Excel files, with changes you can review before saving. Official.
• ai·rete·rag MCP serverLet your AI make rule-based decisions and explain them using your own policy documents. No install needed.
• floodwise MCP serverLook up the official long-term flood-risk band for any England postcode, straight from your AI chat.
• Outlook Attachment Reader MCP serverLet your AI open and read the files attached to your Outlook emails, and send local files as drafts.
• ENTIA business data MCP serverLook up companies, VAT numbers and business details across 10 countries right from your AI chat. Official. No install needed.
• US Government Open Data MCP serverAsk your AI about US government data on land, flood risk, banks, licenses and more, and get answers from official sources.
• GAUGE MCP serverLets your AI check official facts like floods, air quality, and SEC filings, with a Bitcoin-backed receipt.
• DaedalMap MCP serverLets your AI turn coordinates and area codes into real places, and pull disaster, currency and population data. No install needed.
• DataCharter MCP serverLets your AI query your files and databases locally, with only the columns you allow and private details hidden.
• Sifter MCP serverAsk your AI questions about your documents and get exact numbers, lists and totals back.

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.