- 退職後の収入と取り崩し戦略
- 税務: Roth/RRSP、損出し、ルール変更
- 相続・保険・クロスボーダーのプランニング
- アドバイザー向けツール: 面談準備、コンプライアンス事前チェック
21,500+ のスキルとエージェント。すべてガバナンス付き。
24 の業種と業種あたり 12 のロールにわたる、5,814 の既製エージェントと 15,654 のライブラリスキル。カタログからインストールし、お客様のシステムに接続し、Cortex 上の他のすべてと同じフェイルクローズのゲートチェーンを通して実行されます。
カタログマトリクス全体で 21,511 のライブラリテンプレート
厳選されたコレクションから始める。
企業が最初に自動化する業務のために手作りしたスイート。すべてのコレクションはガバナンス付きで提供され、ポリシーと監査が最初から組み込まれています。
- サービス、セールス、カスタマーサクセス
- IT サービスデスク、人事、財務オペレーション
- 法務受付、調達、現場オペレーション
- リスクとコンプライアンス
- 受信トレイのトリアージとメール下書き
- 会議の準備、議事メモ、フォローアップ
- スマートな日程調整とデイリーブリーフ
- エグゼクティブアシスタントのオーケストレーション
- スマートクレーム、アクチュアリー、AML
- 監査、GRC、ESG レポーティング
- ITAM / ITSM とセキュリティオペレーション
- データ・アナリティクスのワークベンチ
チームに必要なスキルを見つける。
21,500+ のガバナンス済みスキルとエージェントを検索、または業種と種別で絞り込めます。どの結果もカタログからインストールでき、同じゲートを通過します。
864 件の結果 · Insurance
Insurance: Broker Relations Compliance Checker
Working supplied-content compliance checker for Broker Relations 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: Broker Relations Risk Assessment
Working supplied-content risk assessment for Broker Relations 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: Broker Relations Reconciliation Brief
Working supplied-content reconciliation brief for Broker Relations 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: Broker Relations Exception Review
Working supplied-content exception review for Broker Relations 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: Broker Relations On-demand Reporting & Insights
Working supplied-content on-demand reporting & insights for Broker Relations 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: Broker Relations Decision Support
Working supplied-content decision support for Broker Relations 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: Broker Relations Routing Advisor
Working supplied-content routing advisor for Broker Relations 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: Broker Relations Trend Briefing
Working supplied-content trend briefing for Broker Relations 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: Broker Relations Onboarding Guide
Working supplied-content onboarding guide for Broker Relations 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: Broker Relations Feedback Summary
Working supplied-content feedback summary for Broker Relations 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: Broker Relations Research & Discovery
Working supplied-content research & discovery for Broker Relations 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: Broker Relations Process Guidance
Working supplied-content process guidance for Broker Relations 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 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.
導入は簡単な部分。ガバナンスも一緒に付いてくる。
ライブラリのエージェントはスクリプトではなく、ガバナンス付きのアイデンティティです。インストールすると、オーナー、予算、許可されたモデルとアクション、そして監査台帳上の位置とともに登録されます。
カタログから選ぶ
業種と役割で絞り込み。各項目には、接続先のシステムと呼び出すスキルが明記されています。
自社スタックに接続する
コネクタ、MCP サーバー、OpenAPI インポート——ゲートウェイでの許可リストと DLP によってスコープを限定。
すべての実行はゲートを通る
アイデンティティ、予算、ガードレール、レジストリ、Control Tower、実行、出力ガード——そして Trust Ledger に署名付きレシート。すべてのプランで。
必要なスキルが見つかりませんか。
ビジュアルなスキルビルダーなら、コードなしで新しいスキルを出せます。足りないものをお知らせいただければ、最も近いガバナンス付きパターンをご案内します。