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Agent Playbook

Browse agentic AI tasks that instruct LLMs to carry out specific jobs.
These can be integrated into existing workflows in your apps and tools.

Fintech

Marketplace

Insurance

Legal and Compliance

Engineering

Sales

Support

Claims Policy Verification

Claims Policy Verification

Claims Triage

Claims Triage

Claims Fraud Analysis

Claims Fraud Analysis

Customer Query Categorisation

Customer Query Categorisation

Policy Comparison

Policy Comparison

Damage Assessment from Images

Damage Assessment from Images

Insurance Needs Analysis

Insurance Needs Analysis

Policy Renewal Recommendation

Policy Renewal Recommendation

Claims Status Update

Claims Status Update

Compliance Documentation Check

Compliance Documentation Check

Claims Documentation Validation

Claims Documentation Validation

Query Triage and Escalation

Query Triage and Escalation

Compliance Analyst

Compliance Documentation Check

This agentic task validates regulatory adherence in insurance documentation - a key component for compliance oversight agents. The task configuration outlines how to:

  • Conduct multi-level compliance assessment of insurance materials

  • Quantify regulatory risk exposure through impact analysis

  • Map identified issues to specific regulatory frameworks

  • Design remediation pathways with implementation priorities

  • Formulate compliance enhancement reports with trending insights


As a modular agentic task, it integrates with document management and regulatory reporting systems, enabling AI agents to maintain systematic compliance oversight within existing governance frameworks. The task specification encompasses protocols for regulatory alignment, risk assessment, and documentation quality assurance, configurable across jurisdictional requirements.

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Example outputs:

"Documentation Review": {
      "document_type": "Policy Document",
      "compliance_status": "Minor Issues",
      "compliance_issues": [
        "The policy document does not clearly highlight the exclusions section, which may lead to misunderstandings.",
        "The readability score is above the target 8th-grade level, making it potentially difficult for some policyholders to understand.",
        "The font size for body text is not specified, which may not meet the minimum 10pt requirement."
      ],
      "relevant_regulations": [
        "NAIC Model Regulation Service - Disclosure Requirements",
        "State-specific insurance disclosure laws",
        "FTC guidelines on clear and conspicuous disclosures"
      ],
      "suggested_corrections": [
        "Enhance the prominence of the exclusions section by using bold or a different color to ensure it stands out.",
        "Simplify the language used in the policy to achieve a Flesch-Kincaid readability score at or below the 8th-grade level.",
        "Ensure that the body text is at least 10pt in size to comply with readability standards."
      ],
      "review_summary": "The policy document for Policy Number: 12345ABC issued by Acme Insurance Ltd. is mostly compliant but has minor issues related to the clarity and presentation of exclusions, readability, and font size specifications. Addressing these issues will enhance compliance and improve policyholder understanding."

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Claims Status Update

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Claims Documentation Validation

Claims Documentation Validation