Installable AI Skill Transition Updates
Follow planned releases and compatible AI workspace guidance.
Archived Custom GPT Notice — February 2026
The historical notes below describe changes made to the retired Custom GPT catalog before new access was paused.
Affected legacy Custom GPTs: Proposal Builder Pro, Market Mapper Pro, Submission Pro, PolicyPilot, RenewalWave, Commission Pro, RiskCascade, QualifyPro, InterruptionIQ Pro.
Proposal Builder Pro — Three-Tier Proposals + E&O Protection Framework (v2.0)
Every proposal now requires three coverage options — Foundational, Recommended, and Enhanced — a documented record of what you presented and what the client chose. Includes Coverage Gap Analysis with client signature page, "What This Does NOT Cover" disclosure, seven escalation triggers, and AMS-ready Note to File.
Proposal Builder Pro — Design & Layout Knowledge Base
New companion file with exact formatting for three-tier comparison tables, cover page and executive summary templates, banned phrases list, and proposal length targets by account size.
Market Mapper Pro — Carrier Appetite Claims Now Governed
Carrier appetite statements require KB or agent-provided source. State-specific admitted/non-admitted status flagged for verification. Pricing estimates prohibited without agent quote data.
Submission Pro — Document Interpretation Safeguards
Prior acts dates quoted from documents — never assumed. Loss run interpretations sourced only from uploaded files. Coverage summaries stay within document scope.
PolicyPilot — Coverage Confirmation Language Tightened
Endorsement names sourced from KB — not general knowledge. Renewal comparisons require agent-provided data. Coverage change summaries include verification reminders.
RenewalWave — Retention Risk Assessments Sourced More Carefully
Premium comparisons require prior and renewal quote data. Coverage gap analysis tied to uploaded policy documents. Retention risk scoring qualifiers added.
InterruptionIQ Pro — BI Calculations Require Agent Input
BI value calculations require agent-provided financials. Coinsurance penalty estimates flagged as illustrative only. Civil authority coverage status requires policy form review.
Commission Pro — Commission and Contingency Data Stays Sourced
Commission rates require carrier agreement data. Contingency projections labeled as estimates. Profitability calculations flagged for agent verification.
InsuranceGPTs — Installable AI skills for insurance professionals.
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