Assess starting workflows for an agency
assess_ai_readinessTake short answers about an insurance agency and return 5 to 10 starting workflows from the built-in benefits and P&C library. Asks for line of business, team size, how AI is used today, whether data rules are written, and the main bottleneck.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| ai_today | Yes | none, personal_accounts, business_accounts, or written_policy. | |
| team_size | Yes | Headcount or a band such as 1-10, 11-25, or 26+. | |
| bottleneck | Yes | The work that takes the most time, such as renewals, census, certificates, quoting, or loss runs. | |
| data_rules | Yes | yes or no. Whether the agency has written data rules for AI tools. | |
| line_of_business | Yes | benefits, pc, or both. | |
| health_information | No | yes, no, or unsure. Whether the work includes health information. |