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Insurtech Comparison Platform

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  1. Insurtech Comparison Platform
  2. Use Proto with this system
Reference

Put an AI agent to work in Insurtech Comparison Platform

Prepare instruction reviews and investigate provider exceptions with Proto.

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md

  2. Give it a role

    Assign the agent its own user and one of the 5 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • Operations Analyst: List assigned instructions still in review with their counterparty and requested amount.
  • Independent Finance Reviewer: Show submitted carrier handoffs and the revision each reviewer needs to assess.
  • Auditor: Trace a confirmed instruction through its decision, evidence and operation receipt.

What stays with a person

  • A reviewer decides on a submitted revision, and provider evidence determines confirmation.
  • Proto can organize records and explain a discrepancy, but financial authorization and external execution remain with the permitted people and connected provider.
  • Check account ownership, exact amounts and dates before resolving reconciliation items.

A reviewer decides on a submitted revision, and provider evidence determines confirmation. Proto can organize records and explain a discrepancy, but financial authorization and external execution remain with the permitted people and connected provider. Check account ownership, exact amounts and dates before resolving reconciliation items.

Set up Insurtech Comparison Platform your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started