- Ingresos de jubilación y estrategia de retiradas
- Fiscalidad: Roth/RRSP, cosecha de pérdidas, cambios normativos
- Planificación patrimonial, de seguros y transfronteriza
- Herramientas del asesor: preparación de reuniones, prefiltro de cumplimiento
21.500+ skills y agentes. Todos gobernados.
5,814 agentes preconstruidos y 15,654 habilidades de biblioteca en 24 sectores y 12 roles por sector, instalables desde el catálogo, conectados a tus sistemas y ejecutados a través de la misma cadena de puertas de fallo cerrado que todo lo demás en Cortex.
21,511 plantillas de biblioteca en la matriz del catálogo
Empieza por una colección curada.
Suites creadas a mano para los trabajos que las empresas automatizan primero — cada colección se entrega gobernada, con políticas y auditoría incorporadas.
- Atención, ventas y customer success
- Service desk de TI, RR. HH. y operaciones financieras
- Recepción legal, compras y operaciones de campo
- Riesgo y cumplimiento
- Triaje de bandeja de entrada y redacción de correos
- Preparación de reuniones, notas y seguimiento
- Agenda inteligente y resumen diario
- Orquestación de asistente ejecutivo
- Siniestros inteligentes, actuarial y AML
- Auditoría, GRC e informes ESG
- ITAM / ITSM y operaciones de seguridad
- Entornos de datos y analítica
Encuentra la habilidad que tu equipo necesita.
Busca entre 21,500+ habilidades y agentes gobernados, o filtra por sector y tipo: cada resultado se instala desde el catálogo y pasa por las mismas puertas.
864 resultados · Insurance
Insurance: Underwriter Compliance Checker
Working supplied-content compliance checker for Underwriter teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Underwriter Risk Assessment
Working supplied-content risk assessment for Underwriter teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Underwriter Reconciliation Brief
Working supplied-content reconciliation brief for Underwriter teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Underwriter Exception Review
Working supplied-content exception review for Underwriter teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Underwriter On-demand Reporting & Insights
Working supplied-content on-demand reporting & insights for Underwriter teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Underwriter Decision Support
Working supplied-content decision support for Underwriter teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Underwriter Routing Advisor
Working supplied-content routing advisor for Underwriter teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Underwriter Trend Briefing
Working supplied-content trend briefing for Underwriter teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Underwriter Onboarding Guide
Working supplied-content onboarding guide for Underwriter teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Underwriter Feedback Summary
Working supplied-content feedback summary for Underwriter teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Underwriter Research & Discovery
Working supplied-content research & discovery for Underwriter teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Underwriter Process Guidance
Working supplied-content process guidance for Underwriter teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Policy Servicing Intake Review & Triage
Working supplied-content intake review & triage for Policy Servicing teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Policy Servicing Document Summarizer
Working supplied-content document summarizer for Policy Servicing teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Policy Servicing Q&A Assistant
Working supplied-content q&a assistant for Policy Servicing teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Policy Servicing Drafting & Generation
Working supplied-content drafting & generation for Policy Servicing teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Policy Servicing Record Review
Working supplied-content record review for Policy Servicing teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Policy Servicing Data Query & Summary
Working supplied-content data query & summary for Policy Servicing teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Policy Servicing Compliance Checker
Working supplied-content compliance checker for Policy Servicing teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Policy Servicing Risk Assessment
Working supplied-content risk assessment for Policy Servicing teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Policy Servicing Reconciliation Brief
Working supplied-content reconciliation brief for Policy Servicing teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Policy Servicing Exception Review
Working supplied-content exception review for Policy Servicing teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Policy Servicing On-demand Reporting & Insights
Working supplied-content on-demand reporting & insights for Policy Servicing teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Policy Servicing Decision Support
Working supplied-content decision support for Policy Servicing teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Instalar es lo fácil. La gobernanza viene incluida.
Los agentes de la biblioteca no son scripts: son identidades gobernadas. Instalar uno lo registra con un propietario, un presupuesto, modelos y acciones permitidos y un lugar en el registro de auditoría.
Elige en el catálogo
Filtra por tu industria y tu rol; cada elemento indica los sistemas a los que se conecta y las habilidades que invoca.
Conéctalo a tu stack
Conectores, servidores MCP e importaciones OpenAPI — acotados por listas de permitidos y DLP en el gateway.
Cada ejecución pasa por los controles
Identidad, presupuesto, guardrails, registro, Control Tower, ejecución, guarda de salida — y luego un recibo firmado en el Trust Ledger. En todos los planes.
¿No encuentras la habilidad que necesitas?
El constructor visual de habilidades permite lanzar nuevas habilidades sin código — o dinos qué te falta y te señalaremos el patrón gobernado más cercano.