- 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.
72 resultados · Insurance · “Service”
Insurance: Customer Service Intake Review & Triage
Working supplied-content intake review & triage for Customer Service 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: Customer Service Document Summarizer
Working supplied-content document summarizer for Customer Service 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: Customer Service Q&A Assistant
Working supplied-content q&a assistant for Customer Service 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: Customer Service Drafting & Generation
Working supplied-content drafting & generation for Customer Service 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: Customer Service Record Review
Working supplied-content record review for Customer Service 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: Customer Service Data Query & Summary
Working supplied-content data query & summary for Customer Service 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: Customer Service Compliance Checker
Working supplied-content compliance checker for Customer Service 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: Customer Service Risk Assessment
Working supplied-content risk assessment for Customer Service 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: Customer Service Reconciliation Brief
Working supplied-content reconciliation brief for Customer Service 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: Customer Service Exception Review
Working supplied-content exception review for Customer Service 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: Customer Service On-demand Reporting & Insights
Working supplied-content on-demand reporting & insights for Customer Service 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: Customer Service Decision Support
Working supplied-content decision support for Customer Service 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: Customer Service Routing Advisor
Working supplied-content routing advisor for Customer Service 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: Customer Service Trend Briefing
Working supplied-content trend briefing for Customer Service 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: Customer Service Onboarding Guide
Working supplied-content onboarding guide for Customer Service 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: Customer Service Feedback Summary
Working supplied-content feedback summary for Customer Service 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: Customer Service Research & Discovery
Working supplied-content research & discovery for Customer Service 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: Customer Service Process Guidance
Working supplied-content process guidance for Customer Service 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.
Summarize supplied request context — Customer Service, Insurance
Summarize supplied request context for Customer Service 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 — Customer Service, Insurance
Assess urgency and risk for Customer Service 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 — Customer Service, Insurance
Recommend a review priority for Customer Service 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 — Customer Service, Insurance
Condense supplied content for Customer Service 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 — Customer Service, Insurance
Surface key points for Customer Service 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 — Customer Service, Insurance
Produce a concise brief for Customer Service 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.
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.