Plug-Ins
Three purpose-built plug-ins for the Claude desktop app.
Contract Reviewer, Report & Insurance Manual Writer, and IDR Assistant run locally inside your own Claude Desktop app under your own Claude subscription — no AAIS account, no client data leaving your session. Each is a perpetual, version-pinned licence: one payment, no subscription, no token purchases.
All three plug-ins are now available, Pricing and licence terms below. Contact peter@agenticaiinsuranceservices.com
Contract Reviewer
Now AvailableTransforming contract review from a Friday headache into a strategic advantage.
AI-powered insurance risk analysis for brokers and authorised representatives. Contract Reviewer reads an entire commercial contract — annexures, conditions, schedules and deeds included — and separates the insurable risk from the uninsurable residue: reflexive indemnities, uncapped consequential loss, liquidated damages, directors’ personal guarantees, and the clauses no policy will ever answer. A strict AR/AFSL authorisation boundary keeps the tool inside insurance risk at all times; drafting, termination, IP and governing-law clauses are automatically routed to a “Referred to Lawyer” register, never analysed as legal advice.
5,417
IBCCC Code breaches recorded in 2025
$50m
max civil penalty under the UCT regime
30
distinct risk codes triaged instantly
Introductory video (4 min) — Contract Reviewer walked through end to end.
Download full overview (PDF)How it works
Five steps to a defensible diagnostic: Upload the contract and, optionally, the client’s insurance program. A Compliance Gate physically separates insurance risk from legal risk before any analysis runs. The Red Flag engine categorises every exposure, contract demands are mapped against 14 policy classes to compute the gap, and a branded output is generated for broker review and issue.
What you get
- Client-ready advisory report — Word & PDF, with a pre-execution checklist and coverage snapshot.
- Excel broker working file — dashboard tracking gap resolution and the full Red Flag assessment.
- Sample mark-ups — insurance-driven amendment suggestions with mandatory lawyer-review caveats.
- A Scope Notice and Referred-to-Lawyer register on page one of every report.
Why it matters
“The insurance gap is usually found at claim time, when it is too late to negotiate.” A 160-page amended commercial contract can consume a client’s entire contract value in liquidated damages alone. Contract Reviewer turns a four-hour Friday review into a five-minute strategic conversation — finding the gap early, naming the uninsurable, and leaving a defensible, clause-cited record for every client.
Report & Insurance Manual Writer
Now AvailableSpend your time advising clients — not re-typing schedules.
Insurer documents in, client-ready report out. The Report & Insurance Manual Writer classifies every source document, extracts insurer, policy number, limits, sub-limits, excesses and premiums into a structured record, reconciles it against the prior period, and generates a program summary, plain-English dictionaries, an uninsured-risks register, interested parties and a pre-renewal schedule — with a blocking preflight check standing between every draft and delivery.
The compliance problem it helps you address
~50%
of all reported Code breaches sector-wide are renewal-timeframe breaches — three years running.
2,077
breaches of s.7.2(a) — engaging the client at least 14 days before expiry.
38%
of all reported breaches came from that single commitment — the most-breached in the Code.
The Committee names the causes: renewal processes not followed, manual error, system limitations, and resourcing pressure at peak periods — every one a process problem, not a knowledge problem, which is what makes it addressable. The same 2025 data shows breaches concentrated around failures to clearly communicate exclusions and changes to cover, reinforcing that a client-ready, plain-English document at every renewal is now a compliance control, not a nicety.
Source: Insurance Brokers Code Compliance Committee, 2025 Annual Data Report (414 broker submissions, calendar year 2025). Figures are cited as sector-wide trends, not the performance of any individual broker.
Introductory video (5 min) — Report & Insurance Manual Writer walked through end to end.
Download full overview (PDF)Lead feature — never miss a renewal date
Every build sets a review date at least three months ahead of each renewal, with calendar follow-ups scheduled well clear of the mandatory 14-day pre-renewal contact window — so the single most-breached commitment in the Code is never the thing that gets missed.
How it works
The five-node activation sequence: Intake(every document classified and OCR’d, insurer documents take precedence), Extract (figures pulled into a structured record), Reconcile (diffed against the prior period), Generate (summary, dictionaries, red flags), and Render & Gate (Word master and PDF, blocked by preflight).
What you get
- Insurance Program Summary — every class on one page, with status badges and totals.
- A page per policy class — insurer, policy number, limits, key inclusions and exclusions.
- Normalised claims experience and a key uninsured risks register.
- Interested parties & certificates, and a pre-renewal schedule.
- One engine, four documents — pre-renewal report, renewal report, insurance manual, new business proposal.
Defensible by design
The insurer’s document wins, every time: policy schedule, then PDS/wording, then endorsement schedules, then the prior manual for carried-forward context only, then the program spreadsheet. A figure that cannot be sourced is marked for confirmation — never estimated, never carried forward without a source.
Why it matters
The figures come from the insurer’s document — not a keyboard. Hours back on every client, fewer input errors, a renewal date that is never the thing you missed, and a documented, file-ready record behind the advice you gave.
IDR Assistant
Now AvailableRefracting noise into defensible structure.
Structured internal dispute resolution for general insurance broking — built for ASIC RG 271 compliance and ready for the December 2026 POLA Act reforms. AI is driving complaint density up, not just volume: issues recorded per complaint rose from 1.36 to 3.09 in twelve months, effectively hitting ASIC’s three-issue reporting cap. IDR Assistant manages the document side of IDR — reading, mapping and chronology-building — so the Complaints Manager spends their time on judgment, the only part that was ever their job.
15.5%
of matters breach the RG 271 30-day maximum
43.4 days
average time to a failure-to-advise outcome
17.4 → 11.0
modelled average resolution, days
How it works
The Clinical Refinery takes raw intake to an IDR pack across six gated nodes — Intake, Consolidation (raw points grouped into discrete issues, nothing dropped), Chronology, Assessment (breach separated from causation), PI Routing (a tripwire that flags notifiable circumstances on day one, independent of the merits), and Outputs. Every gate between nodes requires Complaints Manager sign-off before the pipeline proceeds.
What you get
- IDR Assessment Report — internal, clinical register, evidence-anchored and provenance-tagged.
- Broker Briefing Note — internal only, keeping the broker off complainant correspondence.
- Draft interim and final outcome letters — house style, with the AFCA block and AI-transparency notice locked in.
- A conditional Privileged PI Matter Brief, pre-populated as a starting basis for external counsel.
Absolute human-in-the-loop governance
A closed workflow — no internet, no model training. The Complaints Manager locks Day Zero before the clock starts, confirms every point is mapped, and owns every decision and every piece of correspondence. Every rendered document is watermarked “AI-assisted draft.” The pipeline escalates; it never overrides.
Ready for December 2026
Architected for the POLA Act reforms: a mandatory AI-transparency block in every complainant-facing letter (APP 1.7–1.9), AI-generation statements on every internal output (APP 10), and a conditional redaction-sweep gate before any offshore processing (APP 8) — telling the licensee exactly what to put in their privacy policy before 10 December 2026.
Why it matters
Complaints are not arriving more often. They are arriving longer, more fragmented, and harder to answer inside the regulated timeframe. IDR Assistant absorbs the volume density, structures the noise, and ensures Dec 2026 privacy and AI-governance compliance by design — preparing an IDR pack in minutes, not hours.
Costs
Perpetual licensing — own the capability, skip the subscription.
All figures exclude GST. One-off. No subscription. No token purchases. Each licence is perpetual and version-pinned, and includes twelve months of point releases. The licensee must hold their own separate Claude subscription — that is not included in the price below.
| Licence tier | Contract Reviewer | Report & Insurance Manual Writer | IDR Assistant |
|---|---|---|---|
| Single Named User | $4,500 | $4,500 | $4,500 |
| Single Site (up to 5 users) | $7,500 | $7,500 | $7,500 |
| Firm-Wide (one legal entity) | $12,500 | $12,500 | $12,500 |
Territory
Australia only
Licence
Perpetual, version-pinned, single named user; supplied as-is
Included
Twelve months of point releases from the delivery date
Requirement
The licensee holds their own Claude subscription
Environment
Claude desktop app, Cowork mode
Boundary
General advice only — not legal advice, not personal financial advice
Cover is defined by the insurer’s policy schedule, PDS and wording, and by the applicable legislation and Code, which prevail over any summary the software produces. Pricing shown is indicative of the planned commercial release and will be confirmed at launch.