Delegance

Fix an incorrectly extracted field from a document. Use when a user says something like "the policy number is wrong" or "the expiration date should be 03/15/2027". Changes are logged to the audit trail.

correct_document_extracted_field

Open the Coverage view for the signed-in business: policies on file with their terms and limits, quotes in motion, and recent certificates of insurance. Read-only. Takes no arguments.

open_coverage_home

Open the Coverage panel beside this conversation: policies, quotes in motion, and recent certificates for the signed-in business, in a narrow column. Read-only. Takes no arguments.

open_coverage_panel

Define and explain insurance terminology, concepts, and acronyms in plain language. Useful for understanding policy language.

explain_insurance_term

Multi-hop graph traversal from a policy. Shows all connected documents, compliance requirements, and controls linked to a specific policy. Useful for "show me everything connected to my GL policy."

explore_policy_relationships

Fetch full, untruncated text of specific pages from one or more documents. Use the "documents" array to fetch from multiple files in one call (all fetched in parallel). Call this when verbatim or complete document text is needed for a citation — for example, when a prior search result was truncated or the user asks for the exact policy wording.

fetch_document_pages

Fetch the full details of a specific insurance policy or document by ID. Returns the complete text and metadata for citation.

fetch

Generate an official ACORD 25 Certificate of Insurance PDF. Creates a downloadable certificate with the specified holder information and all active policies.

generate_acord_certificate

Return the Delegance portal link where the company's authorized representative signs the Broker of Record (BOR) agreement. This tool sends nothing and records nothing; the signature happens in the portal. The BOR must be signed before Delegance can generate COIs or manage policy endorsements.

initiate_bor_signing

Summarise the company's billing standing: invoice count, total invoiced, amount outstanding, amount paid, and payment totals.

get_billing_status

Check the status of a bond quote by session_id. Returns the premium and a portal hand-off link when quoted, a "quoted during the application" link when the bond needs the full application, an apologetic finder link on failure, or progress while still collecting/pricing.

get_bond_quote_status

Get the authenticated user's full company profile from Delegance — business details, addresses, insurance policies, contacts, subsidiaries, and onboarding data. Use this at the start of a conversation to understand the client's business and current insurance program.

get_company_profile

Compare the company's policies on file with the coverage lines businesses like it usually carry, and list the lines that are not on file or carry low limits, each with an indicative premium range. This is information for a conversation with the Delegance broker, not a coverage determination or a quote.

get_coverage_recommendations

Get the coverage summary for a document: carrier, policy number, dates, limits, deductibles, coverages, additional insureds, experience mod, claim totals, and parsed exclusions. Field edit history is not available here. For specific extracted values use read_document_extracted_fields; to see the full record use get_portal_login and open the document in the Delegance portal.

get_document_extracted_details

Check the processing status of uploaded insurance documents. Shows extraction progress and any errors.

get_document_status

Get the hierarchical table of contents (PageIndex tree) for an uploaded document. Shows section titles, page ranges, and summaries. Useful for navigating long policy documents.

get_document_table_of_contents

Check the fulfillment status of a single endorsement request by its endorsement_id, including any block reason and resume action.

get_endorsement_status

Whether premium financing (pay over time) is available for one of the company's bind requests, from which lender, and where to start it. Returns the lender's terms only after the lender has reported them. Read-only: it never starts a financing application.

get_financing_offer

Check renewal dates, terms, and status for insurance policies. Shows upcoming renewals and any required actions.

get_policy_renewal_information

Which quote inputs this company still owes, which are already on file, and which could not be checked, across the instant-quote fields, the eligible carriers' required questions, and the ACORD submission fields. It also carries the live instant-quote verdict per coverage line (instant.lines: ready, blocked_on_data, market_path...). Call this BEFORE asking for quote information. Instant first: ask for gaps marked instant (tier 0) before any other; a line with status ready can quote instantly now, so offer that before any market submission. An unknown verdict is not a decline. Ask only for items in gaps (price gaps are tier 2 or lower), state on-file items instead of asking, never ask for unknown items, and attribute an item to a carrier only when it is in marketAsked. Read-only.

get_quote_gap_report

Get the list of underwriting questions required to submit an insurance quote for a specific coverage type. Returns ACORD-form-mapped questions, auto-filled answers from the company profile, and remaining questions that need answers. Use this BEFORE submit_quote_request to know what data to collect. When the result carries a session_id and session_version, pass both to submit_quote_request so the request goes to instant carrier quoting. Coverage types: general_liability, professional_liability, commercial_auto, property, workers_comp, cyber, management_liability (D&O, EPL, fiduciary and crime), umbrella, bop.

get_quote_questions

Check the status of submitted insurance quotes. View a single quote by ID, or list all quotes with optional status/policy type filters.

get_quote_status

Invite a new member to the current company by email. Admin/owner only; server-side RBAC enforces this. Sends an invitation email. Use when the user says 'add jane@x.com to my team'.

invite_org_member

List ACORD form data stored for the company. Returns filled form field values for ACORD 125, 126, 127, 130, 131, 140, and COI forms. Filter by form name or policy.

list_acord_form_data

List all insurance coverage types that Delegance can place, with descriptions, ACORD form references, and typical limits. Also shows which coverages the company currently has and identifies potential coverage gaps.

list_available_coverages

List the business's known bond requirements (from uploaded contracts/SOWs) — surety, P&P (performance & payment), bid, license, contract bonds — with amounts, obligees, and quote status. A 'quoted' requirement is priced, NOT covered/bound. Each row carries a requirement_id you can pass to start_bond_quote to price it.

get_bond_requirements

View all business addresses on file for the company. Includes primary, mailing, and additional locations.

list_company_addresses

List the company's contacts by name, role, and access flags. Email addresses and phone numbers are withheld unless the user has asked for a specific person's contact details in order to reach them, in which case set contact_details_for to that person's name.

list_company_contacts

List all document types Delegance can classify and extract. Also shows which types the company has already uploaded.

list_document_types

List all insurance documents for the company. Shows document type, upload date, and processing status.

list_company_documents

List the company's policy endorsement requests with their fulfillment status. Shows change type, status, and whether a request is blocked awaiting broker input.

list_endorsement_requests

List the insurance carriers that Delegance Brokerage works with. Returns carrier names, AM Best ratings, supported coverage lines, and specialties. Optionally filter by coverage type to see which carriers offer a specific line.

list_available_carriers

List the company's invoices with amount, status, and due date. Supports filtering by status.

list_invoices

List the active members of the current company by name and role. Available to any member. Email addresses are withheld unless the user asked for one specific person in order to reach them, in which case set contact_details_for to that person's name. Non-admin callers never see contact details regardless. Pending invitations are admin/owner only and require include_pending=true. Use when the user asks who is on their team or who has access.

list_org_members

View existing insurance quotes. Shows status, carriers, premium amounts, and expiration dates.

list_quotes

List the company's renewal remarketing proposals with their expiry date, renewal cycle, and status. Supports filtering by status.

list_renewal_proposals

Return a link that opens the Delegance portal on the requested page. The user signs in with their portal email and password if they are not signed in already; no sign-in credential is ever put in the link. Use when the user wants to view their portal dashboard, manage policies, upload documents, or do anything in the Delegance web app.

get_portal_login

View specific structured values extracted from an uploaded insurance document. Name the fields you need. Returns values with confidence scores.

read_document_extracted_fields

Remove a member from the current company. Admin/owner only; server-side RBAC enforces this. Use when the user says 'remove bob from our account'. Get the member id from list_org_members.

remove_org_member

Submit a request to add an endorsement or make a policy change. Creates a tracked request for broker review.

request_endorsement