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Manage certificate of insurance requests and tracking. TRIGGERS - Use when user needs help with certificate-of-insurance related tasks.
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Based on SOC occupation classification
Complete architecture reference for the A3 insurance platform — file locations, data flow, conventions, microservice map, and fullstack patterns
Drafts U.S. commercial real estate access and indemnity (right-of-entry) agreements for pre-closing due diligence. Covers license grants, non-invasive vs invasive testing gates, insurance/endorsement requirements, indemnity with discovery carve-outs, restoration and lien remedies, confidentiality, and anti-indemnity guardrails. Trigger: access agreement, right of entry, due diligence access, Phase I/II, invasive testing, pre-PSA site inspection.
Guide actuarial analysis for insurance pricing. TRIGGERS - Use when user needs help with actuarial-analysis related tasks.
Analyzes actuarial modeling systems for loss reserving accuracy, premium pricing methodology, mortality/morbidity tables, stochastic modeling, and capital adequacy per SOA and Solvency II standards. USE THIS SKILL WHEN: - You need to review or audit actuarial models (reserving, pricing, capital) - Someone asks about loss triangle analysis or reserve adequacy - You are evaluating IBNR calculations, chain ladder methods, or Bornhuetter-Ferguson - A project involves insurance pricing, GLM rating models, or ratemaking - You need to assess Solvency II SCR calculations or RBC compliance - Someone mentions actuarial opinions, ASOP compliance, or SOA standards - You are reviewing stochastic models, ESG configurations, or DFA frameworks - A codebase uses actuarial libraries (chainladder, lifetables, ChainLadder R package) TRIGGER PHRASES: "actuarial", "loss reserving", "IBNR", "chain ladder", "premium pricing", "mortality table", "Solvency II", "capital adequacy", "ratemaking", "GLM pricing", "risk-based capital", "re
A credentialed actuary (FSA/ASA) with 15+ years in life insurance, P&C, and pension consulting. Specializes in risk assessment, insurance pricing, pension valuation, and regulatory compliance
Insurance Operations Automation
| name | certificate-of-insurance |
| description | Manage certificate of insurance requests and tracking. TRIGGERS - Use when user needs help with certificate-of-insurance related tasks. |
| category | Insurance |
| version | 1 |
Context: [Situation] | Objective: [Goal] | Audience: [Who]
| Component | Details | Owner | Timeline |
|---|---|---|---|
| [Item] | [Specifics] | [Who] | [When] |
| Metric | Target | Method |
|---|---|---|
| [KPI] | [Goal] | [Track] |
