Marine Insurance System

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  1. Marine Insurance System
  2. Work with an agent
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Put an AI agent to work in Marine Insurance System

Ask Proto to help prepare marine records and inspect decision evidence.

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: Prepare a policy with its assured, owner and coverage lines, then show what remains for review.
  • Authorized Underwriter: Gather the current revision, coverage and survey evidence for an independent decision.
  • Auditor: Trace a policy from review decision to carrier receipt or a claim from approved benefit to verified payment.
  • App Administrator: Check organization and membership records before a new operating cycle.

What stays with a person

  • An agent should not turn a draft into an approved policy, authorize a claim benefit or treat an unverified provider event as paid evidence.
  • The named underwriter decides where the workflow requires a human decision.
  • Carrier and payment outcomes require their actual external evidence and the relevant permissions.
  • Usage and metering depend on the selected ERP.AI plan and the actions your team runs.

An agent should not turn a draft into an approved policy, authorize a claim benefit or treat an unverified provider event as paid evidence. The named underwriter decides where the workflow requires a human decision. Carrier and payment outcomes require their actual external evidence and the relevant permissions.

Usage and metering depend on the selected ERP.AI plan and the actions your team runs. Review [pricing](/marine-insurance-system/pricing) before a wider rollout.

Set up Marine Insurance System 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