Agents help insurance businesses stay close to policyholders as coverage needs change.
Turn team count questions into SQL with clear counting units.
Get a SQL count query in the chat thread, with a clear note on what it counts and which conditions it uses.
Draft multi-table queries from the keys in a teammate's question.
Get a SQL query with the joins and filters your question needs, plus a short explanation in the same help thread.
Deliver checked data extracts to colleagues each month.
Get a dated CSV and row count in your shared folder every month, or an error note explaining why the export stopped.
Extract report tables into CSV files ready to analyze.
Your teammate gets CSV files from your recurring report PDFs, plus a note showing which cells need a closer look.
Draft staged SQL from analysis tickets for review before running.
Get a CTE SQL query or subquery draft on your analysis ticket, with each stage explained before you run it.