insurance-agent-plan-generator

You can generate a compliant insurance plan in Word by inputting customer profiles and product recommendations through linked skills, manual widgets, or structured JSON files. The system outputs a formatted .docx file with fixed sections, benefit tables, and compliance statements.

Yes, you can create an A/B comparison for insurance plans in one document. The system generates plan A and an optional plan B with objective tabular comparison, benefit demonstrations, and budget summaries for both versions.

Insurance plan generation supports three input formats: automated composition from linked skills, manual widget-style data entry, or structured JSON file import. These inputs populate needs analysis, gap analysis, and product recommendations.

Yes, the insurance plan generator enforces compliance rules for benefit demonstrations using internal calculation logic. It automatically applies non-guaranteed labeling and prohibited wording rules to ensure the output meets regulatory standards.

The generated insurance plan document includes a cover, needs analysis, gap analysis, product recommendations, benefit demonstrations, budget summary, compliance statements, and agent information. These fixed sections ensure consistent, professional output.