AI Agents Overview¶

The tiger Rating Engine features AI-powered agents that enhance the rating experience with natural language interaction, intelligent explanations, and automated workflows.

Introduction ¶

AI Agents Capabilities ¶

AI Agents Dashboard — Screenshot Placeholder: AI Agents dashboard showing three cards - Explanation Agent (answers questions about premiums), Rating Agent (conversational quoting), Bulk Rating (process multiple quotes) with status indicators¶

The tiger Rating Engine includes three AI-powered features:

Explanation Agent: Explains premium calculations in plain language
Rating Agent: Collects information through conversation to calculate premiums
Bulk Rating System: Processes hundreds or thousands of quotes simultaneously

Key Benefits ¶

AI Agent Benefits¶
Benefit	Description
Natural Language	Ask questions and get answers in plain English
Transparency	Understand exactly how premiums are calculated
Efficiency	Process multiple quotes simultaneously
Accessibility	No technical knowledge required
Automation	Reduce manual data entry and errors

Technology Stack ¶

AI Platform ¶

Core technologies:

Pydantic AI: Agent framework for structured AI interactions
AWS Bedrock: Enterprise AI service (Claude models)
Django Channels: Real-time WebSocket communication
Redis: Session state and message queuing

Supported Models ¶

AI Model Options¶
Provider	Model	Use Case
AWS Bedrock	Claude 3.5 Sonnet	Production (recommended)
AWS Bedrock	Claude 3 Haiku	Fast responses, lower cost
AWS Bedrock	Claude 3 Opus	Complex reasoning

Getting Started ¶

Prerequisites ¶

To use AI Agents, you need:

Requirements:
☑ Active user account with appropriate permissions
☑ AWS Bedrock access (configured by administrator)
☑ Modern web browser with JavaScript enabled
☑ WebSocket support (all modern browsers)

Accessing AI Features ¶

AI Features Access — *Screenshot Placeholder: Navigation menu highlighting AI features - Calculator with “Chat Mode” toggle, Rating History with “Explain” buttons, Bulk Rating menu item*¶

AI features are integrated throughout the application:

Explanation Agent:
- Click “Explain This Quote” on any completed rating
- Available in Rating History detail pages
- Works with successful and warning-status ratings
Rating Agent:
- Access via “Chat Mode” in Calculator
- New menu item: “AI Quote Assistant”
- Mobile-friendly interface
Bulk Rating:
- Navigate to “Bulk Rating” in main menu
- API endpoint: /api/rating/bulk-calculate/
- Supports CSV upload and API integration

User Permissions ¶

AI Agent Permissions¶
Role	Explanation Agent	Rating Agent
Viewer	Own ratings only	No access
Underwriter	All ratings	Full access
Product Manager	All ratings	Full access + bulk rating
Administrator	All ratings	Full access + bulk rating

Quick Start Guide ¶

Using the Explanation Agent ¶

Explanation Agent Quick Start — *Screenshot Placeholder: Step-by-step guide - 1) Complete a rating, 2) Click “Explain This Quote”, 3) Ask questions in chat, 4) Receive plain-language answers*¶

Complete a rating calculation
Navigate to the rating run detail page
Click Explain This Quote button
Read the automatic explanation
Ask follow-up questions in the chat

Example Questions:

• "Why is my premium this amount?"
• "How did the territory factor affect the price?"
• "What would happen if I increased the deductible?"
• "Explain the building class rating"

Using the Rating Agent ¶

Click Chat Mode or AI Quote Assistant
Tell the agent what you need: “I need a quote for my business”
Answer the agent’s questions naturally
Review collected information
Confirm and calculate premium

Example Conversation:

User: "I need a BOP quote"
Agent: "I'll help you with that! What's your territory code?"
User: "Downtown Chicago"
Agent: "That's territory 14. What's your building's square footage?"
User: "About 5000"
Agent: "Perfect! Next, what's your business classification?"

Using Bulk Rating ¶

Prepare a CSV file or JSON data with rating requests
Navigate to Bulk Rating → Upload
Upload your file or paste JSON
Configure options (webhooks, notifications)
Monitor progress in real-time
Download results when complete

See Bulk Rating for detailed instructions.

Best Practices ¶

Explanation Agent Tips ¶

Get better explanations:

Be specific: Ask about particular factors, coverages, or calculations
Follow up: Ask “why” to get deeper explanations
Request examples: Ask “what if” questions to understand scenarios
Clarify terms: If you don’t understand, ask the agent to explain

Example interactions:

Good: "Why did the brick construction reduce my premium?"
Better: "How much did brick construction save compared to wood frame?"

Good: "Explain the territory factor"
Better: "Why is territory 14 more expensive than territory 01?"

Rating Agent Tips ¶

Optimize conversations:

Be natural: Talk normally, the agent understands context
Provide details: More information = faster quote
Correct mistakes: Say “actually” or “change” to update
Review before calculating: Confirm all details are correct

Example corrections:

Agent: "You said 500 square feet, correct?"
User: "Actually, that's 5000 square feet"
Agent: "Updated! 5,000 square feet."

Bulk Rating Tips ¶

Maximize efficiency:

Validate data: Check your data before upload
Use templates: Download and modify sample templates
Monitor progress: Watch the real-time progress indicator
Review errors: Check error logs for failed ratings
Use webhooks: Get notified when large jobs complete

Security and Privacy ¶

Data Protection ¶

AI Security Features — *Screenshot Placeholder: Security diagram showing encrypted WebSocket, user authentication, session isolation, and no conversation storage*¶

AI agent security features:

Encrypted Communication: All WebSocket connections use TLS
Authentication Required: Must be logged in to access agents
Authorization Checks: Can only access your own data
Session Isolation: Each conversation is independent
No Storage: Conversations are not saved (only ratings)
Audit Trail: All rating calculations are logged

Data Handling ¶

What the AI sees:

AI Agent Data Access¶
Data Type	Access
Rating Data	Full access to calculation inputs and outputs
User Information	Name and ID only (no contact info)
Product Config	Factor definitions, tables, formulas
Conversations	Not stored; ephemeral session only
Other Users’ Data	No access (except staff/superusers)

Limitations and Considerations ¶

Current Limitations ¶

Be aware of these limitations:

AI Agent Limitations¶
Limitation	Details
Calculation Accuracy	Agent explains results; doesn’t change calculations
Product Knowledge	Limited to configured products only
Historical Data	Can only access ratings you created or can view
Complex Scenarios	May need multiple clarifying questions
Language Support	English only (currently)

Response Accuracy ¶

AI agent responses are:

Factual: Based on actual rating data and configuration
Consistent: Use the same formulas and tables as the rating engine
Helpful: Designed to explain, not to sell or persuade
Limitations: May occasionally need clarification or correction

Note

If an agent’s explanation seems incorrect, please report it to your administrator. The agent learns from configuration data, and errors may indicate a configuration issue.

Cost Considerations ¶

AI Cost Tracking — *Screenshot Placeholder: Admin dashboard showing AI usage metrics - conversations per day, average tokens per conversation, estimated cost*¶

AI usage costs:

Per Conversation: ~$0.01-$0.03 average
Bulk Rating: Negligible per rating (~$0.001)
Enterprise Plan: Usage tracked and billed monthly
Cost Controls: Administrators can set usage limits

Troubleshooting ¶

Common Issues ¶

AI Agent Troubleshooting¶
Issue	Solution
Chat won’t connect	Check internet connection, try refreshing page
Agent not responding	Wait 10-15 seconds; may be processing
Explanation unclear	Ask for clarification or examples
Can’t access AI features	Check user permissions with administrator
Bulk job stuck	Check job status in Bulk Rating dashboard

Getting Help ¶

For AI agent issues:

In-App Help: Click “?” icon in chat window
Support Email: ai-support@tigerrating.com
Documentation: Read detailed agent guides
Training: Request AI agent training from your administrator

Next Steps ¶

Learn more about specific AI features: