Agency AI Tools

• SterlingGPT (gpt@sterlingrisk.com)
• Zoom AI Assistant
• Box AI
• AskBroadstreet AI Tools – including AskBroadstreet Email Bot, Policy Checking, Prospect Research, M&A Target Research Toll
• Applied Epic AI Functionality
• Microsoft Copilot (only when accessed on the SterlingRisk network such as via the Edge browser)

To receive permission for an additional tool, send a request to the IT Help Desk per the AI Acceptable Use Policy.

 

SterlingGPT Tips

• Send an email to gpt@sterlingrisk.com and you will receive an answer back from the assistant with an answer in a couple of minutes
• You can send PDFs as attachments and SterlingGPT will be able to read the text but it will take a couple of minutes longer to get a response
• You can copy and paste data from Excel into the body of your request email
• As with all AI, it is important to check it for accuracy
• Each request can read a few hundred pages of text per email and give an answer of 1-4 pages of text–but less for highly formatted data or tables
• Often, a more specific question will get you a better response

 

Sample SterlingGPT prompts

• Summarize the following email thread.  Include a list of action items.
• Write an executive summary based on the below…
• Compare the following quotes.  Create the following 3 tables that summarize and compare them:
  • Comparison of Exposure
  • Comparison of limits
  • Comparison of notable endorsements and exclusions
• Normalize the attached loss runs into a table with the following columns
  • Claim #
  • Line of Business
  • Carrier
  • Date of Loss
  • Valuation Date
  • Policy Term
  • Claimant
  • Location
  • State
  • Description of Loss
  • Status (Open/Closed)
  • Paid Indemnity
  • Paid Expenses
  • Paid Medical
  • Recovery
  • Reserved Indemnity
  • Reserved Expenses
  • Reserved Medical