Life Insurance Management

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  1. Life Insurance Management
  2. Agent assistance
Reference

Put an AI agent to work in Life Insurance Management

Ask Proto to prepare policy and benefit work while people retain decisions.

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

  • Insurance Coordinator: Find assigned policies awaiting preparation and gather their coverage and policyholder context.
  • Authorized Underwriter: Assemble a revision, evidence and operation receipt for a decision.
  • Auditor: Trace a claim from reported loss through decision, verified payment and settlement receipt.
  • App Administrator: Review organization and team membership before the first operating cycle.

What stays with a person

  • A person makes the policy or benefit decision and checks a provider event against its source.
  • Reconciliation requires the persisted effect to match the expected action.
  • The agent can gather context and point to the relevant records, while the named role decides and records the result.

A person makes the policy or benefit decision and checks a provider event against its source. Reconciliation requires the persisted effect to match the expected action. The agent can gather context and point to the relevant records, while the named role decides and records the result.

Set up Life Insurance Management 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