Agents help insurance businesses stay close to policyholders as coverage needs change.
Turn team count questions into SQL grounded in the database schema.
Get a SQL count query in the chat thread, with a clear note on what it counts and which conditions it uses.
Draft join paths for analysts' questions using the supplied schema.
Get a SQL query with the joins and filters your question needs, plus a short explanation in the same help thread.
Share verified database rows for monthly analysis.
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 and flag uncertain cells.
Your teammate gets CSV files from your recurring report PDFs, plus a note showing which cells need a closer look.
Bring approved records into the target table and report rejected rows.
Get approved records into your target table and a dated report showing which rows transferred or need fixing.
Turn analysis requests into reviewable staged SQL on their tickets.
Get a CTE SQL query or subquery draft on your analysis ticket, with each stage explained before you run it.