Insurance Advisor
Insurance Needs Analysis
This agentic task evaluates customer risk profiles and coverage requirements - important for insurance advisory agents. The task configuration outlines how to:
Calculate risk exposure metrics across personal and business dimensions
Analyse coverage adequacy through portfolio gap assessment
Generate prioritised insurance recommendations with optimal coverage levels
Identify cross-product alignment opportunities based on risk patterns
Produce structured needs analysis reports with evidence-based rationale
As a modular agentic task, it can be integrated into CRM systems and financial planning platforms, enabling AI agents to execute systematic needs assessment within existing advisory workflows. The task specification includes frameworks for risk profiling, portfolio analysis, coverage optimisation, and regulatory compliance, adaptable to both individual and commercial insurance requirements.
Example outputs: