Socotra Assistant Overview

The Socotra Assistant is an AI-powered agent that automates the underwriting workflow within the Operations Workbench and performs tasks such as extracting data from documents, checking for missing or invalid data, and generating underwriting insights.

The Operations Workbench features a sidebar for the Socotra Assistant, which includes a set of buttons that perform common underwriting tasks called actions. The sidebar also includes a chatbot that can be used to instruct the assistant to perform additional tasks.

While the assistant is designed to minimize the need for manual intervention, the assistant is an entirely optional feature, and underwriters always have the option to perform underwriting tasks as they normally would. The assistant will never perform an action without human approval.

Follow the instructions here to get started with the Socotra Assistant.

Note

Currently, the Socotra Assistant only performs tasks related to underwriting quotes. In future releases, the assistant will also support post-issuance workflows, such as renewals, cancellations, and endorsements.

Security

The Socotra Assistant uses AWS Bedrock to secure sensitive data. Your data will never be used to train models, and your data will never be accessible to any other customers. AWS Bedrock automatically prevents the assistant from performing tasks that are unrelated to underwriting quotes within Socotra.

User Feedback

The Socotra Assistant can be configured to collect user feedback, which is used to improve the quality of the assistant for your organization only. We will only collect feedback if your organization has given us approval to do so. No feedback is collected by default.

Next Steps

See Also