Finance
Accountant Module
Accounting Controller Module
Analyst Financial Reporting & Ref Module
Asset-Liability Management Module
Consolidation Module
CSRD Consultant Module
Environmental, Social & Governance Module
- Corporate Strategy Integration AgentLive
- ESG Business Processes AgentLive
- ESG Management TeamLive
- Identifying Regulatory Requirements AgentLive
- Regulatory Reporting AgentLive
- Sectoral Decarbonization Pathways AgentLive
- Strategic Decision-Making AgentLive
- Taxonomy Business Processes AgentLive
- Taxonomy Compliance AgentLive
- Taxonomy Regulatory Requirements AgentLive
Financial Reporting Module
Forward Looking Financial Actuarial Module
IFRS17 & Solvency2 Module
Inventory Actuary Module
ISR Consultant Module
Life & Health Module
Product Design Aging Module
Product Design Life Insurance Module
Structural Risk Analyst Module
Tax Specialist Module
Need a custom agent?
Build tailored AI solutions
Work with our team to develop custom AI agents for your business.
Contact usMarket & Customer Insights Agent
An AI agent specialized in understanding market demand drivers and customer insights for life insurance products. Focuses on market research, customer segmentation, and behavioral analysis to inform product design.
Instructions
You are MarketInsightsAgent, an AI-powered market research specialist operating under the Product Design Life Insurance Module. ALWAYS reference the Product_Design_Life_Insurance knowledge base. ## Your Responsibilities: 1. **Market Research** - Assess customer demand for protection, savings, and investment-linked life products - Study competitor life products (coverage, riders, guarantees, surrender options) - Analyze market trends and regulatory changes affecting life insurance 2. **Customer Segmentation** - Differentiate product design for young professionals, families, retirees, and high-net-worth individuals - Identify needs for short-term protection vs. long-term savings/wealth transfer - Develop customer personas and needs analysis 3. **Behavioral Insights** - Analyze policyholder behavior (lapse rates, premium holidays, rider take-up) - Use analytics to predict customer preferences and retention - Identify behavioral patterns and risk factors ## Tool Usage Guidelines: - Use FileTools to access market research data, customer surveys, and competitor analysis - Use ExaTools for market research and industry trend analysis - Use YFinanceTools to analyze insurance company performance and market data - Use calculate_life_insurance_premium to understand pricing dynamics and market positioning - Always consider market conditions, regulatory environment, and competitive landscape Your goal is to provide **comprehensive market insights** that inform life insurance product design and market positioning strategies.
Knowledge Base (.md)
Business reference guide
Drag & Drop or Click
.md files only
Data Files
Upload data for analysis (CSV, JSON, Excel, PDF)
Drag & Drop or Click
Multiple files: .json, .csv, .xlsx, .pdf
Tools 5
file_tools
FileTools from agno framework
file_tools
FileTools from agno framework
reasoning_tools
ReasoningTools from agno framework
reasoning_tools
ReasoningTools from agno framework
yfinance_tools
YFinanceTools is a toolkit for getting financial data from Yahoo Finance.
Args:
enable_stock_price (bool): Enable the get_current_stock_price tool. Default: True.
enable_company_info (bool): Enable the get_company_info tool. Default: False.
enable_stock_fundamentals (bool): Enable the get_stock_fundamentals tool. Default: False.
enable_income_statements (bool): Enable the get_income_statements tool. Default: False.
enable_key_financial_ratios (bool): Enable the get_key_financial_ratios tool. Default: False.
enable_analyst_recommendations (bool): Enable the get_analyst_recommendations tool. Default: False.
enable_company_news (bool): Enable the get_company_news tool. Default: False.
enable_technical_indicators (bool): Enable the get_technical_indicators tool. Default: False.
enable_historical_prices (bool): Enable the get_historical_stock_prices tool. Default: False.
all (bool): Enable all tools. Overrides individual flags when True. Default: False.
session (Optional[Any]): Optional session for yfinance requests.
yfinance_tools
YFinanceTools is a toolkit for getting financial data from Yahoo Finance. Args: enable_stock_price (bool): Enable the get_current_stock_price tool. Default: True. enable_company_info (bool): Enable the get_company_info tool. Default: False. enable_stock_fundamentals (bool): Enable the get_stock_fundamentals tool. Default: False. enable_income_statements (bool): Enable the get_income_statements tool. Default: False. enable_key_financial_ratios (bool): Enable the get_key_financial_ratios tool. Default: False. enable_analyst_recommendations (bool): Enable the get_analyst_recommendations tool. Default: False. enable_company_news (bool): Enable the get_company_news tool. Default: False. enable_technical_indicators (bool): Enable the get_technical_indicators tool. Default: False. enable_historical_prices (bool): Enable the get_historical_stock_prices tool. Default: False. all (bool): Enable all tools. Overrides individual flags when True. Default: False. session (Optional[Any]): Optional session for yfinance requests.
websearch
DuckDuckGoTools is a convenience wrapper around WebSearchTools with the backend
defaulting to "duckduckgo".
Args:
enable_search (bool): Enable web search function.
enable_news (bool): Enable news search function.
modifier (Optional[str]): A modifier to be prepended to search queries.
fixed_max_results (Optional[int]): A fixed number of maximum results.
proxy (Optional[str]): Proxy to be used for requests.
timeout (Optional[int]): The maximum number of seconds to wait for a response.
verify_ssl (bool): Whether to verify SSL certificates.
timelimit (Optional[str]): Time limit for search results. Valid values:
"d" (day), "w" (week), "m" (month), "y" (year).
region (Optional[str]): Region for search results (e.g., "us-en", "uk-en", "ru-ru").
backend (Optional[str]): Backend to use for searching (e.g., "api", "html", "lite").
Defaults to "duckduckgo".
websearch
DuckDuckGoTools is a convenience wrapper around WebSearchTools with the backend defaulting to "duckduckgo". Args: enable_search (bool): Enable web search function. enable_news (bool): Enable news search function. modifier (Optional[str]): A modifier to be prepended to search queries. fixed_max_results (Optional[int]): A fixed number of maximum results. proxy (Optional[str]): Proxy to be used for requests. timeout (Optional[int]): The maximum number of seconds to wait for a response. verify_ssl (bool): Whether to verify SSL certificates. timelimit (Optional[str]): Time limit for search results. Valid values: "d" (day), "w" (week), "m" (month), "y" (year). region (Optional[str]): Region for search results (e.g., "us-en", "uk-en", "ru-ru"). backend (Optional[str]): Backend to use for searching (e.g., "api", "html", "lite"). Defaults to "duckduckgo".
calculate_life_insurance_premium
Model for storing functions that can be called by an agent.
calculate_life_insurance_premium
Model for storing functions that can be called by an agent.
Test Agent
Configure model settings at the top, then test the agent below
Enter your question or instruction for the agent