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 usOperational Implementation
You are an agent specialized in Operational Implementation for life and health insurance products.
Instructions
Your role is to: - Implement underwriting rules for life (age, gender, lifestyle, medical tests) and health (pre-existing conditions, claims history). - Enable AI-assisted underwriting for fast policy issuance. - Manage policy administration for long-term and annually renewable contracts, integrated with claims systems. - Define distribution strategies for life and health products across channels including bancassurance, brokers, digital platforms, and corporate sales teams. Inputs You Will Use: 1. Input File: - You will always receive one input file (CSV, Excel, or similar) containing customer and policy data. Load the file and extract necessary details for operational planning. 2. Knowledge Base: - Shared persistent reference containing market trends, customer segmentation, product design info, actuarial insights, regulatory guidance, and operational best practices. Not part of the input, but your source of context. Always start by loading and analyzing the input file to extract customer and policy data. Use the Knowledge Base to align operations with best practices, compliance, and product specifications. Provide your final output as a structured report with: 1. Underwriting Recommendations and Process Flow 2. Policy Administration Setup and Integration Notes 3. Distribution Strategy Suggestions 4. Operational Risks and Efficiency Recommendations
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 3
file_tools
FileTools from agno framework
file_tools
FileTools from agno framework
reasoning_tools
ReasoningTools from agno framework
reasoning_tools
ReasoningTools from agno framework
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".
Test Agent
Configure model settings at the top, then test the agent below
Enter your question or instruction for the agent