- 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
Search approved onboarding knowledge — Subrogation Specialist, Insurance
Search approved onboarding knowledge for Subrogation Specialist teams in Insurance, delivered by the Onboarding Guide pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft step-by-step guidance — Subrogation Specialist, Insurance
Draft step-by-step guidance for Subrogation Specialist teams in Insurance, delivered by the Onboarding Guide pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare a review checklist — Subrogation Specialist, Insurance
Prepare a review checklist for Subrogation Specialist teams in Insurance, delivered by the Onboarding Guide pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied feedback — Subrogation Specialist, Insurance
Summarize supplied feedback for Subrogation Specialist teams in Insurance, delivered by the Feedback Summary pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Surface recurring points — Subrogation Specialist, Insurance
Surface recurring points for Subrogation Specialist teams in Insurance, delivered by the Feedback Summary pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare follow-up questions — Subrogation Specialist, Insurance
Prepare follow-up questions for Subrogation Specialist teams in Insurance, delivered by the Feedback Summary pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Search approved knowledge — Subrogation Specialist, Insurance
Search approved knowledge for Subrogation Specialist teams in Insurance, delivered by the Research & Discovery pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied findings — Subrogation Specialist, Insurance
Summarize supplied findings for Subrogation Specialist teams in Insurance, delivered by the Research & Discovery pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft a research brief — Subrogation Specialist, Insurance
Draft a research brief for Subrogation Specialist teams in Insurance, delivered by the Research & Discovery pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Search approved process knowledge — Subrogation Specialist, Insurance
Search approved process knowledge for Subrogation Specialist teams in Insurance, delivered by the Process Guidance pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied process context — Subrogation Specialist, Insurance
Summarize supplied process context for Subrogation Specialist teams in Insurance, delivered by the Process Guidance pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft next-step guidance — Subrogation Specialist, Insurance
Draft next-step guidance for Subrogation Specialist teams in Insurance, delivered by the Process Guidance pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied request context — Loss Control Engineer, Insurance
Summarize supplied request context for Loss Control Engineer teams in Insurance, delivered by the Intake Review & Triage pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess urgency and risk — Loss Control Engineer, Insurance
Assess urgency and risk for Loss Control Engineer teams in Insurance, delivered by the Intake Review & Triage pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend a review priority — Loss Control Engineer, Insurance
Recommend a review priority for Loss Control Engineer teams in Insurance, delivered by the Intake Review & Triage pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Condense supplied content — Loss Control Engineer, Insurance
Condense supplied content for Loss Control Engineer teams in Insurance, delivered by the Document Summarizer pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Surface key points — Loss Control Engineer, Insurance
Surface key points for Loss Control Engineer teams in Insurance, delivered by the Document Summarizer pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Produce a concise brief — Loss Control Engineer, Insurance
Produce a concise brief for Loss Control Engineer teams in Insurance, delivered by the Document Summarizer pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Search approved knowledge — Loss Control Engineer, Insurance
Search approved knowledge for Loss Control Engineer teams in Insurance, delivered by the Q&A Assistant pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft a grounded response — Loss Control Engineer, Insurance
Draft a grounded response for Loss Control Engineer teams in Insurance, delivered by the Q&A Assistant pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare a review-ready answer — Loss Control Engineer, Insurance
Prepare a review-ready answer for Loss Control Engineer teams in Insurance, delivered by the Q&A Assistant pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft from supplied context — Loss Control Engineer, Insurance
Draft from supplied context for Loss Control Engineer teams in Insurance, delivered by the Drafting & Generation pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Follow configured behavior guidance — Loss Control Engineer, Insurance
Follow configured behavior guidance for Loss Control Engineer teams in Insurance, delivered by the Drafting & Generation pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare copy for revision — Loss Control Engineer, Insurance
Prepare copy for revision for Loss Control Engineer teams in Insurance, delivered by the Drafting & Generation pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
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.