- Retirement income & withdrawal strategy
- Tax: Roth/RRSP, loss harvesting, rule changes
- Estate, insurance & cross-border planning
- Advisor tools: meeting prep, compliance pre-screen
21,500+ skills & agents. Every one governed.
5,814 pre-built agents and 15,654 library skills across 24 industries and 12 roles per industry — installable from the catalog, connected to your systems, and run through the same fail-closed gate chain as everything else on Cortex.
21,511 governed library items · counted live from the catalog, not a marketing number
Start from a curated collection.
Hand-built suites for the jobs enterprises automate first — every collection ships governed, with policies and audit built in.
- Service, Sales & Customer Success
- IT Service Desk, HR & Finance Ops
- Legal Intake, Procurement & Field Ops
- Risk & Compliance
- Inbox triage & email drafting
- Meeting prep, notes & follow-up
- Smart scheduling & daily brief
- Executive assistant orchestration
- Smart claims, actuarial & AML
- Audit, GRC & ESG reporting
- ITAM / ITSM & security operations
- Data & analytics workbenches
Find the skill your team needs.
Search 21,500+ governed skills and agents, or filter by industry and type — every result installs from the catalog and runs through the same gates.
864 results · Insurance
Search approved onboarding knowledge — Underwriter, Insurance
Search approved onboarding knowledge for Underwriter teams in Insurance, delivered by the Onboarding Guide pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft step-by-step guidance — Underwriter, Insurance
Draft step-by-step guidance for Underwriter teams in Insurance, delivered by the Onboarding Guide pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare a review checklist — Underwriter, Insurance
Prepare a review checklist for Underwriter teams in Insurance, delivered by the Onboarding Guide pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied feedback — Underwriter, Insurance
Summarize supplied feedback for Underwriter teams in Insurance, delivered by the Feedback Summary pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Surface recurring points — Underwriter, Insurance
Surface recurring points for Underwriter teams in Insurance, delivered by the Feedback Summary pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare follow-up questions — Underwriter, Insurance
Prepare follow-up questions for Underwriter teams in Insurance, delivered by the Feedback Summary pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Search approved knowledge — Underwriter, Insurance
Search approved knowledge for Underwriter teams in Insurance, delivered by the Research & Discovery pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied findings — Underwriter, Insurance
Summarize supplied findings for Underwriter teams in Insurance, delivered by the Research & Discovery pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft a research brief — Underwriter, Insurance
Draft a research brief for Underwriter teams in Insurance, delivered by the Research & Discovery pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Search approved process knowledge — Underwriter, Insurance
Search approved process knowledge for Underwriter teams in Insurance, delivered by the Process Guidance pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied process context — Underwriter, Insurance
Summarize supplied process context for Underwriter teams in Insurance, delivered by the Process Guidance pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft next-step guidance — Underwriter, Insurance
Draft next-step guidance for Underwriter teams in Insurance, delivered by the Process Guidance pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied request context — Policy Servicing, Insurance
Summarize supplied request context for Policy Servicing teams in Insurance, delivered by the Intake Review & Triage pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess urgency and risk — Policy Servicing, Insurance
Assess urgency and risk for Policy Servicing teams in Insurance, delivered by the Intake Review & Triage pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend a review priority — Policy Servicing, Insurance
Recommend a review priority for Policy Servicing teams in Insurance, delivered by the Intake Review & Triage pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Condense supplied content — Policy Servicing, Insurance
Condense supplied content for Policy Servicing teams in Insurance, delivered by the Document Summarizer pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Surface key points — Policy Servicing, Insurance
Surface key points for Policy Servicing teams in Insurance, delivered by the Document Summarizer pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Produce a concise brief — Policy Servicing, Insurance
Produce a concise brief for Policy Servicing teams in Insurance, delivered by the Document Summarizer pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Search approved knowledge — Policy Servicing, Insurance
Search approved knowledge for Policy Servicing teams in Insurance, delivered by the Q&A Assistant pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft a grounded response — Policy Servicing, Insurance
Draft a grounded response for Policy Servicing teams in Insurance, delivered by the Q&A Assistant pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare a review-ready answer — Policy Servicing, Insurance
Prepare a review-ready answer for Policy Servicing teams in Insurance, delivered by the Q&A Assistant pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft from supplied context — Policy Servicing, Insurance
Draft from supplied context for Policy Servicing teams in Insurance, delivered by the Drafting & Generation pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Follow configured behavior guidance — Policy Servicing, Insurance
Follow configured behavior guidance for Policy Servicing teams in Insurance, delivered by the Drafting & Generation pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare copy for revision — Policy Servicing, Insurance
Prepare copy for revision for Policy Servicing teams in Insurance, delivered by the Drafting & Generation pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Install is the easy part. Governance comes with it.
Library agents aren't scripts — they're governed identities. Installing one registers it with an owner, a budget, allowed models and actions, and a place in the audit ledger.
Choose from the catalog
Filter by your industry and role; every item lists the systems it connects to and the skills it invokes.
Wire it to your stack
Connectors, MCP servers, and OpenAPI imports — scoped by allowlists and DLP at the gateway.
Every run through the gates
Identity, budget, guardrails, policy, oversight — then a signed receipt in the Trust Ledger. On every plan.
Don't see the skill you need?
The visual skill builder ships new skills without code — or tell us what's missing and we'll point you at the closest governed pattern.