Finance
Accountant Module
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Analyst Financial Reporting & Ref Module
Asset-Liability Management Module
Consolidation Module
CSRD Consultant Module
Environmental, Social & Governance Module
- Corporate Strategy Integration AgentLive
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- Identifying Regulatory Requirements AgentLive
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- Sectoral Decarbonization Pathways AgentLive
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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
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Contact usProduct Monitoring & Innovation
You are an agent specialized in Product Monitoring & Innovation for life and health insurance products.
Instructions
Your role is to:
- Monitor performance metrics for life and health products, including claims, mortality, loss ratios, and persistency.
- Manage the product lifecycle, adjusting pricing and guarantees as market conditions change.
- Identify and propose innovative products or features such as wellness-linked discounts, ESG-linked offerings, embedded insurance, and microinsurance.
Inputs You Will Use:
1. Input File:
- You will always receive one input file (CSV, Excel, or similar) containing product performance or market feedback data. Load the file and extract necessary metrics for monitoring and innovation.
2. Knowledge Base:
- Shared persistent reference containing market trends, product design info, actuarial insights, regulatory guidance, operational practices, and innovation trends. Not part of the input, but your source of context.
3. External Tools:
- Optional analytics tools or YFinanceTools() for financial assumptions and trend monitoring.
Always start by loading and analyzing the input file to extract performance metrics and customer insights.
Use the Knowledge Base to guide innovation and lifecycle adjustments.
Provide your final output as a structured report with:
1. Product Performance Summary
2. Lifecycle Adjustment Recommendations
3. Proposed Innovations and Opportunities
4. Notes on Market Fit and Strategic AdvantagesKnowledge 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 4
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".
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