Select Task

Select Task

Select Task

Select Task

Browse Tasks

Select category

Select category

Select category

Select category

Select Tasks

Select Industry

Support Ticket Summarisation

Response Template Generation

Ticket Summarisation

Sentiment Analysis

Language Detection and Translation

Response Quality Check

Issue Trend Analysis

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:

"response": {
    "coverage_gaps": [
      "No coverage for cyber liability despite handling sensitive data",
      "Lack of business interruption insurance",
      "No coverage for directors and officers liability",
      "Insufficient coverage for equipment breakdown or damage"
    ],
    "potential_risks": [
      "Cyber attacks or data breaches",
      "Business interruption due to unforeseen events",
      "Liability claims against directors and officers",
      "Damage or theft of computer equipment"
    ],
    "analysis_summary": "InnovateTech, a growing software development startup, currently has basic public liability and professional indemnity insurance. However, there are significant coverage gaps, particularly in cyber liability, business interruption, and directors and officers liability. Given their reliance on technology and plans for expansion, addressing these gaps is crucial.",
    "current_coverage": [
      "Basic public liability insurance",
      "Professional indemnity insurance"
    ],
    "customer_profile": "InnovateTech is a software development startup based in Edinburgh, founded by Alex and Priya. The company has 10 employees, plans to double in size, and generates an annual revenue of £500,000. They rent office space and own £100,000 in computer equipment. They are developing a cloud-based project management tool.",
    "recommended_products": [
      "Cyber liability insurance",
      "Business interruption insurance",
      "Directors and officers liability insurance",
      "Equipment insurance"
    ],
    "priority_recommendations": [
      "Cyber liability insurance",
      "Business interruption insurance",
      "Directors and officers liability insurance"