Wealth & Retirement · 121 skills
- Retirement income & withdrawal strategy
- Tax: Roth/RRSP, loss harvesting, rule changes
- Estate, insurance & cross-border planning
- Advisor tools: meeting prep, compliance pre-screen
Agent Library
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
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Start from a curated collection.
Hand-built suites for the jobs enterprises automate first — every collection ships governed, with policies and audit built in.
Enterprise Role Packs · 11 roles
- Service, Sales & Customer Success
- IT Service Desk, HR & Finance Ops
- Legal Intake, Procurement & Field Ops
- Risk & Compliance
Productivity Pack · 9 agents
- Inbox triage & email drafting
- Meeting prep, notes & follow-up
- Smart scheduling & daily brief
- Executive assistant orchestration
Gene collection · 630 agents
- Smart claims, actuarial & AML
- Audit, GRC & ESG reporting
- ITAM / ITSM & security operations
- Data & analytics workbenches
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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.
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24 results · Insurance · agents · “HR”
Insurance: Claims Adjuster Document Summarizer
Document Summarizer template for Claims Adjuster teams in Insurance. Condenses supplied documents and threads into a concise brief. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Guidewire, Duck Creek, Salesforce.
Insurance: Claims Adjuster Risk Assessment
Risk Assessment template for Claims Adjuster teams in Insurance. Assesses a supplied entity or transaction against policy thresholds and explains the result. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Guidewire, Duck Creek, Salesforce.
Insurance: Underwriter Document Summarizer
Document Summarizer template for Underwriter teams in Insurance. Condenses supplied documents and threads into a concise brief. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Guidewire, Duck Creek, Salesforce.
Insurance: Underwriter Risk Assessment
Risk Assessment template for Underwriter teams in Insurance. Assesses a supplied entity or transaction against policy thresholds and explains the result. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Guidewire, Duck Creek, Salesforce.
Insurance: Policy Servicing Document Summarizer
Document Summarizer template for Policy Servicing teams in Insurance. Condenses supplied documents and threads into a concise brief. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Guidewire, Duck Creek, Salesforce.
Insurance: Policy Servicing Risk Assessment
Risk Assessment template for Policy Servicing teams in Insurance. Assesses a supplied entity or transaction against policy thresholds and explains the result. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Guidewire, Duck Creek, Salesforce.
Insurance: Fraud Investigator Document Summarizer
Document Summarizer template for Fraud Investigator teams in Insurance. Condenses supplied documents and threads into a concise brief. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Guidewire, Duck Creek, Salesforce.
Insurance: Fraud Investigator Risk Assessment
Risk Assessment template for Fraud Investigator teams in Insurance. Assesses a supplied entity or transaction against policy thresholds and explains the result. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Guidewire, Duck Creek, Salesforce.
Insurance: Actuary Document Summarizer
Document Summarizer template for Actuary teams in Insurance. Condenses supplied documents and threads into a concise brief. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Guidewire, Duck Creek, Salesforce.
Insurance: Actuary Risk Assessment
Risk Assessment template for Actuary teams in Insurance. Assesses a supplied entity or transaction against policy thresholds and explains the result. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Guidewire, Duck Creek, Salesforce.
Insurance: Broker Relations Document Summarizer
Document Summarizer template for Broker Relations teams in Insurance. Condenses supplied documents and threads into a concise brief. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Guidewire, Duck Creek, Salesforce.
Insurance: Broker Relations Risk Assessment
Risk Assessment template for Broker Relations teams in Insurance. Assesses a supplied entity or transaction against policy thresholds and explains the result. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Guidewire, Duck Creek, Salesforce.
Insurance: Customer Service Document Summarizer
Document Summarizer template for Customer Service teams in Insurance. Condenses supplied documents and threads into a concise brief. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Guidewire, Duck Creek, Salesforce.
Insurance: Customer Service Risk Assessment
Risk Assessment template for Customer Service teams in Insurance. Assesses a supplied entity or transaction against policy thresholds and explains the result. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Guidewire, Duck Creek, Salesforce.
Insurance: Compliance Officer Document Summarizer
Document Summarizer template for Compliance Officer teams in Insurance. Condenses supplied documents and threads into a concise brief. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Guidewire, Duck Creek, Salesforce.
Insurance: Compliance Officer Risk Assessment
Risk Assessment template for Compliance Officer teams in Insurance. Assesses a supplied entity or transaction against policy thresholds and explains the result. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Guidewire, Duck Creek, Salesforce.
Insurance: Reinsurance Analyst Document Summarizer
Document Summarizer template for Reinsurance Analyst teams in Insurance. Condenses supplied documents and threads into a concise brief. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Guidewire, Duck Creek, Salesforce.
Insurance: Reinsurance Analyst Risk Assessment
Risk Assessment template for Reinsurance Analyst teams in Insurance. Assesses a supplied entity or transaction against policy thresholds and explains the result. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Guidewire, Duck Creek, Salesforce.
Insurance: Subrogation Specialist Document Summarizer
Document Summarizer template for Subrogation Specialist teams in Insurance. Condenses supplied documents and threads into a concise brief. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Guidewire, Duck Creek, Salesforce.
Insurance: Subrogation Specialist Risk Assessment
Risk Assessment template for Subrogation Specialist teams in Insurance. Assesses a supplied entity or transaction against policy thresholds and explains the result. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Guidewire, Duck Creek, Salesforce.
Insurance: Loss Control Engineer Document Summarizer
Document Summarizer template for Loss Control Engineer teams in Insurance. Condenses supplied documents and threads into a concise brief. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Guidewire, Duck Creek, Salesforce.
Insurance: Loss Control Engineer Risk Assessment
Risk Assessment template for Loss Control Engineer teams in Insurance. Assesses a supplied entity or transaction against policy thresholds and explains the result. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Guidewire, Duck Creek, Salesforce.
Insurance: Billing Specialist Document Summarizer
Document Summarizer template for Billing Specialist teams in Insurance. Condenses supplied documents and threads into a concise brief. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Guidewire, Duck Creek, Salesforce.
Insurance: Billing Specialist Risk Assessment
Risk Assessment template for Billing Specialist teams in Insurance. Assesses a supplied entity or transaction against policy thresholds and explains the result. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Guidewire, Duck Creek, Salesforce.
Governed by default
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.
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