Actuarial Copilot

Purpose

This agent provides a secure conversational interface for actuarial teams to ask questions about reserves, trends, assumptions, KPIs, model outputs, and documentation.

Primary users

Its primary users are actuarial teams, reserving teams, pricing teams, model users, insurance risk teams, and managers who need fast explanations of actuarial results.

Where it fits (process/stage/trigger)

It fits within actuarial analysis, reporting, model review, and business-as-usual support processes, typically triggered when users need to retrieve figures, explain assumptions, or understand changes in actuarial outputs.

Key capabilities / workflow

The agent interprets actuarial questions, searches model outputs, documentation, KPIs, and glossary content, verifies that the answer is supported by available sources, generates a clear actuarial explanation, and loops back when the question requires clarification or additional evidence.

Inputs

Inputs include user questions, model outputs, actuarial documentation, KPIs, glossary definitions, assumptions, and related reporting materials.

Outputs / Deliverables

Outputs include conversational answers, explanations of reserve changes or trend assumptions, KPI interpretations, source-grounded summaries, and clarification prompts when needed.

Value

The agent accelerates access to actuarial knowledge, reduces time spent searching documentation, improves consistency in explanations, and helps teams interpret model outputs more efficiently.