[01] LOOP
FinanceintervalHardenedTemplate

AI Native Commercial Insurance Brokerage on Autopilot

Inspired by Panta — AI Native Commercial Insurance Brokerage . Loop until the workflow is current, exceptions are owned, and human sign-off is captured where required.

Inspired by Panta

by Trooper

Kickoff prompt
/loop 30m Start the "AI Native Commercial Insurance Brokerage on Autopilot" loop.

Inspired by Panta (https://pantainsure.com).

Goal: open work triaged, exceptions owned, and core finance workflow current with audit trail
Max iterations: 20
Between iterations run: Report open queue items, stale tasks, failed automations, and items awaiting human approval for Panta
Exit when: zero open items without owner or explicit escalation, all external actions approved or sent, and systems of record current

Step 1 — Intake requests: Pull new claims, policies, or quote requests from email, portal, and integrations.
Step 2 — Gather evidence: Collect photos, estimates, docs, and third-party data required for adjudication.
Step 3 — Evaluate and negotiate: Apply policy rules, compare to benchmarks, and draft resolution or counter.
Step 4 — Human approval: Escalate exceptions and send customer-facing decisions only after sign-off.
Step 5 — Resolve and report: Close loop with audit trail, update carrier systems, and flag renewals.

## Before you start

Connect plugins:
- GitHub (required) — Read branches, PRs, reviews, checks, workflow runs, and source diffs.
- Browser / Web access (required) — Open pages, inspect live state, collect evidence, and verify changes.
- Gmail (required) — Read incoming mail and prepare safe draft replies for approval.
- Slack (required) — Post summaries, approvals, blockers, and handoff updates.
- Support tickets (required) — Read customer tickets, feedback, onboarding gaps, and support themes.
- CRM (required) — Read accounts, deals, owners, stages, and onboarding state.
- Linear / Jira (required) — Read roadmap, task, bug, owner, and status context.
- Notion (required) — Read and update approved briefs, docs, calendars, and reports.

Attach skills:
- Loop runner (required) — Self-pace iterations, run the check between passes, and stop only on the exit condition.
- Code change + local verification (optional) — Edit code safely, run commands, and keep changes scoped.
- CI debugging (optional) — Read failing checks, logs, and the smallest actionable root cause.
- Approval workflows (optional) — Keep outbound actions in draft or approval states when risk is non-trivial.
- Operations briefing (optional) — Summarize sources into concise, owner-aware, non-invented updates.
- Customer operations (optional) — Identify at-risk accounts, missing setup steps, and safe next actions.
- Documentation QA (optional) — Check docs against current product behavior and keep claims accurate.
- Content operations (optional) — Turn signals into reviewable briefs while preserving source attribution.
- Security triage (optional) — Assess alerts, prioritize patches, and avoid unsafe shortcuts.

Self-pace this loop. After each iteration, run the check command, read the output, and only continue if the exit condition is not met. Stop when the exit condition passes or max iterations is reached. Give a short status update each pass.

Paste the kickoff prompt into Cursor, Claude Code, or Codex. Deeplinks do not install hook files.

Steps

1. Intake requests

Pull new claims, policies, or quote requests from email, portal, and integrations.

2. Gather evidence

Collect photos, estimates, docs, and third-party data required for adjudication.

3. Evaluate and negotiate

Apply policy rules, compare to benchmarks, and draft resolution or counter.

4. Human approval

Escalate exceptions and send customer-facing decisions only after sign-off.

5. Resolve and report

Close loop with audit trail, update carrier systems, and flag renewals.

Flow diagram

Guardrails

Rules the agent must follow so it cannot cheat the exit condition.

  • Require human approval before customer-facing sends, payments, or legal submissions unless pre-approved templates apply
  • Preserve full audit trail linking source data to every automated action
  • Escalate compliance, safety, or regulatory-sensitive items immediately
  • Do not post ledger entries or bind coverage without explicit human approval

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