Integrated AI

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Insurance agency AI policy drafts, data-rule checks, workflows, and pricing.

Legal & Government

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about_integrated_ai

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].

topicstring

Optional: overview, foundation, retainer, or contact.

Tools (5)

about_integrated_ai

read-only

Argument	Type	Description
topic	string	Optional: overview, foundation, retainer, or contact.

Input schema (JSON)

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

assess_ai_readiness

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.

read-only

Argument	Type	Description
ai_today*	string	none, personal_accounts, business_accounts, or written_policy.
team_size*	string	Headcount or a band such as 1-10, 11-25, or 26+.
bottleneck*	string	The work that takes the most time, such as renewals, census, certificates, quoting, or loss runs.
data_rules*	string	yes or no. Whether the agency has written data rules for AI tools.
line_of_business*	string	benefits, pc, or both.
health_information	string	yes, no, or unsure. Whether the work includes health information.

Input schema (JSON)

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

build_governance_policy

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.

read-only

Argument	Type	Description
state*	string	US state name or two-letter code, such as IL or Illinois.
ai_tools*	string	AI tools the agency uses, separated by commas.
agency_size*	string	Headcount or a band such as 1-10, 11-25, or 26+.
agency_type*	string	benefits, pc, or both.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "agency_type",
    "state",
    "ai_tools",
    "agency_size"
  ],
  "properties": {
    "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+."
    },
    "agency_type": {
      "type": "string",
      "description": "benefits, pc, or both."
    }
  }
}

check_data_safety

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.

read-only

Argument	Type	Description
description*	string	What the task is, or what kind of data is involved. Do not paste Social Security numbers, diagnoses, account numbers, or passwords.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "description"
  ],
  "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."
    }
  }
}

find_workflows

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.

read-only

Argument	Type	Description
limit	integer	How many matches to return, from 1 to 5. Defaults to 3.
query*	string	Words to search for, such as census, SBC, loss run, quote, or COI.
line_of_business	string	Optional filter: benefits, pc, both, or any.

Input schema (JSON)

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