Integrated AI

Draft an AI governance policy for an insurance agency from the public Integrated AI template. Requires agency type (benefits, pc, or both), state, the AI tools in use, and agency size. Fills those fields where the template has a place for them and leaves the agency name in brackets. Not legal advice. Same policy as https://www.integrated-ai.com/resources/ai-governance-policy-template.html.

{
  "type": "object",
  "properties": {
    "agency_type": {
      "type": "string",
      "description": "benefits, pc, or both."
    },
    "state": {
      "type": "string",
      "description": "US state name or two-letter code, such as IL or Illinois."
    },
    "ai_tools": {
      "type": "string",
      "description": "AI tools the agency uses, separated by commas."
    },
    "agency_size": {
      "type": "string",
      "description": "Headcount or a band such as 1-10, 11-25, or 26+."
    }
  },
  "required": [
    "agency_type",
    "state",
    "ai_tools",
    "agency_size"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}

Classify a task or a description of the data against the template's green, yellow, and red rules for PII and PHI. Returns green (allowed in an approved tool), yellow (mask individual identifiers first), or red (do not enter), with the rule that matched. Rules guidance only, not legal advice. The description is not stored.

{
  "type": "object",
  "properties": {
    "description": {
      "type": "string",
      "description": "What the task is, or what kind of data is involved. Do not paste Social Security numbers, diagnoses, account numbers, or passwords."
    }
  },
  "required": [
    "description"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}

Take 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.

{
  "type": "object",
  "properties": {
    "line_of_business": {
      "type": "string",
      "description": "benefits, pc, or both."
    },
    "team_size": {
      "type": "string",
      "description": "Headcount or a band such as 1-10, 11-25, or 26+."
    },
    "ai_today": {
      "type": "string",
      "description": "none, personal_accounts, business_accounts, or written_policy."
    },
    "data_rules": {
      "type": "string",
      "description": "yes or no. Whether the agency has written data rules for AI tools."
    },
    "bottleneck": {
      "type": "string",
      "description": "The work that takes the most time, such as renewals, census, certificates, quoting, or loss runs."
    },
    "health_information": {
      "description": "yes, no, or unsure. Whether the work includes health information.",
      "type": "string"
    }
  },
  "required": [
    "line_of_business",
    "team_size",
    "ai_today",
    "data_rules",
    "bottleneck"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}

Search a built-in library of benefits and P&C workflows, including renewal comparison, census cleanup, SBC comparison, loss-run summary, quote comparison, and COI review. Returns matching workflows with steps and a starter prompt.

{
  "type": "object",
  "properties": {
    "query": {
      "type": "string",
      "description": "Words to search for, such as census, SBC, loss run, quote, or COI."
    },
    "line_of_business": {
      "description": "Optional filter: benefits, pc, both, or any.",
      "type": "string"
    },
    "limit": {
      "description": "How many matches to return, from 1 to 5. Defaults to 3.",
      "type": "integer",
      "minimum": 1,
      "maximum": 5
    }
  },
  "required": [
    "query"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}

Return a short public description of Integrated AI, the Foundation price ($12,000 for the first 10 seats, plus $500 per additional seat), the Partner retainer prices ($1,500, $2,000, or $2,500 a month), and links to the Foundation page, the booking page, and [email protected].

{
  "type": "object",
  "properties": {
    "topic": {
      "description": "Optional: overview, foundation, retainer, or contact.",
      "type": "string"
    }
  },
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}