0
1.0.0
Zurich Patch 10
Generative AI
Designed by insurance experts and powered by models trained on industry-specific data Prospect Agentic Assist modernizes insurance prospecting by automating research, enriching opportunities, and delivering actionable sales intelligence. The application helps producers identify qualified prospects, uncover growth opportunities, recommend relevant coverages, and prepare for client engagements with full transparency and auditability.
Prospect Agentic Assist orchestrates the prospecting workflow by unifying company intelligence, public data, industry signals, insurance knowledge, and CRM context into a single guided experience. Instead of manually researching prospects across multiple systems, producers receive AI-generated recommendations, explainable coverage insights, and structured opportunity plans that improve consistency and accelerate pipeline development.
Our digital agents continuously analyze prospect information, detect growth signals, build risk and exposure profiles, recommend relevant insurance solutions, and generate personalized outreach guidance. The result is a faster, more intelligent prospecting process that increases producer productivity, improves opportunity conversion, and drives profitable new business without disrupting existing CRM and agency management systems.
- Automated prospect intake and opportunity creation
- AI-powered company research and profile enrichment
- Intelligent analysis of websites, news, financials, and public business data
- Growth signal and risk exposure identification
- Coverage recommendation engine with explainable AI rationale
- Opportunity plan generation with talking points and discovery questions
- AI-generated outreach summaries and engagement recommendations
- Centralized Prospect Workspace with guided sales activities
- Opportunity tracking and activity synchronization
- End-to-end action summarization with full auditability
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Overview
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Initial release of Prospect Agentic Assist, an AI-powered digital worker built natively on ServiceNow that transforms insurance prospecting from manual research into intelligent, guided sales engagement. Six specialized AI agents — Richie, Scout, Profiler, Advisor, Playmaker, and Radar — orchestrate the entire prospecting workflow: from opportunity creation and company research to risk profiling, coverage recommendations, outreach preparation, and opportunity tracking. The result is a faster, more intelligent prospecting process that increases producer productivity, improves opportunity conversion, and drives profitable new business without disrupting existing CRM and agency management systems.
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- What's New
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Richie — Prospect Intake & Enrichment
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Automatically creates and enriches prospect opportunity records
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Validates company details and flags missing information for follow-up
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Scout — Prospect Research
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Analyzes company websites, news, and transcripts to identify growth signals and risk factors
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Surfaces actionable intelligence from public business data
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Profiler — Risk & Exposure Analysis
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Builds a comprehensive prospect risk and exposure profile
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Detects growth signals and business context that drive coverage decisions
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Advisor — Coverage Recommendations
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Recommends relevant insurance coverages with explainable AI rationale
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Explains why each coverage applies to the prospect's specific operations
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Playmaker — Opportunity Plan Builder
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Generates structured opportunity plans with insights, talking points, and recommended discovery questions
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Prepares producers for client engagements with full context
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Radar — Opportunity Tracking
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Tracks prospect status and updates activity directly in ServiceNow
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Maintains end-to-end visibility with full auditability
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Centralized Prospect Workspace
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Unified workspace experience with guided sales activities
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Opportunity tracking and activity synchronization in one place
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AI-Powered Document Analysis
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Leverages Google Gemini 2.5 Pro to analyze prospect PDF documents
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Extracts structured business insights, risk indicators, and policy recommendations
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Automated PDF Proposal Generation
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Dynamically formats AI-extracted data into client-ready PDF proposals
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Automatically attached to the opportunity record for immediate download
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Automated Task Routing
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Generates proposal tasks pre-populated with selected coverages and underwriting notes
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Routes cleanly to the appropriate assignment groups for review and approval
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ServiceNow Vancouver, Washington DC, and later releases
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Commercial Life Servicing (sn_ins_policy_b2b) v2.3.1+
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Now Assist for FSO (sn_fso_now_assist) v1.1.1+
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Now Assist AI Agents (sn_aia) v5.1.18+
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Prospect documents must be in PDF format; other formats are not supported
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Requires a valid Google Gemini API key for AI functionality
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Generates exactly 5 coverage recommendations per analysis
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Scoped to Business Owners Policy (BOP) cases within the FSO framework
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English language only
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Google Gemini API key configured in System Properties (x_pluso_agentic_0.Gemini API Key)
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AI Search activated on the ServiceNow instance
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Now Assist Panel enabled in Now Assist Admin → Experiences
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3–5x increase in more qualified prospect deals
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60% reduction in prospect research time
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45% acceleration in Opportunity Plan creation
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20% improvement in new business pipeline conversion
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30% improved producer engagement
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Support Hours: 9 AM – 5 PM EDT, Monday – Friday
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Contact: help@plutustech.io
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Not applicable for this application version.
ServiceNow Platform
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ServiceNow Zurich Version
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Commercial Life Servicing (sn_ins_policy_b2b) — v2.3.1 or higher
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Now Assist for Financial Services Operations (sn_fso_now_assist) — v1.1.1 or higher
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Now Assist AI Agents (sn_aia) — v5.1.18 or higher
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AI Search must be active on the instance (ais_status.do → "AI Search is ready")
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Valid Google Gemini API key from Google AI Studio
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Gemini model: gemini-2.5-pro (recommended)
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Outbound HTTPS connectivity to generativelanguage.googleapis.com
- Document Format
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Prospect documents must be in PDF format
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File size subject to Gemini API upload limits (~20MB per file)
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