Tool tree
gradeNot graded
page: Every page
get_agency_profileAnswer
Retrieve high-level profile, mission, licensing, languages, branch network, and contact points for Associated Insurance Agency (AIA) in Connecticut.
View tool JSON
{
"name": "get_agency_profile",
"kind": "answer",
"impl": "imperative",
"description": "Retrieve high-level profile, mission, licensing, languages, branch network, and contact points for Associated Insurance Agency (AIA) in Connecticut.",
"inputSchema": {
"type": "object",
"properties": {}
},
"page": "/"
}get_office_locationsAnswer
Get structured branch office information (Danbury HQ, Watertown, Bridgeport), including full addresses, direct phone numbers, office hours, GPS coordinates, Google Maps directions links, and assigned staff rosters.
View tool JSON
{
"name": "get_office_locations",
"kind": "answer",
"impl": "imperative",
"description": "Get structured branch office information (Danbury HQ, Watertown, Bridgeport), including full addresses, direct phone numbers, office hours, GPS coordinates, Google Maps directions links, and assigned staff rosters.",
"inputSchema": {
"type": "object",
"properties": {
"officeId": {
"type": "string",
"description": "Filter by office ID (\"all\", \"danbury\", \"danbury-hq\", \"watertown\", \"bridgeport\")",
"enum": [
"all",
"danbury",
"danbury-hq",
"watertown",
"bridgeport"
]
},
"city": {
"type": "string",
"description": "Optional filter by city name (e.g., Danbury, Watertown, Bridgeport)"
},
"language": {
"type": "string",
"description": "Optional filter for branches supporting a specific language (e.g., Spanish, Portuguese, Turkish, English)"
},
"includeStaffRoster": {
"type": "boolean",
"description": "Whether to include the full staff roster for each office. Defaults to true."
}
}
},
"page": "/"
}get_team_membersAnswer
Search and filter Associated Insurance Agency (AIA) employees and licensed insurance agents across Danbury, Watertown, and Bridgeport branches by office, language, specialty, or licensing status.
View tool JSON
{
"name": "get_team_members",
"kind": "answer",
"impl": "imperative",
"description": "Search and filter Associated Insurance Agency (AIA) employees and licensed insurance agents across Danbury, Watertown, and Bridgeport branches by office, language, specialty, or licensing status.",
"inputSchema": {
"type": "object",
"properties": {
"office": {
"type": "string",
"description": "Filter by office branch ID (\"all\", \"danbury\", \"danbury-hq\", \"watertown\", \"bridgeport\")",
"enum": [
"all",
"danbury",
"danbury-hq",
"watertown",
"bridgeport"
]
},
"language": {
"type": "string",
"description": "Filter by spoken language (e.g., \"Spanish\", \"Portuguese\", \"Turkish\", \"English\", \"es\", \"pt\", \"tr\", \"en\")"
},
"specialty": {
"type": "string",
"description": "Filter by specialty, line of insurance, or keyword (e.g., \"Commercial\", \"Truckers\", \"Contractors\", \"Home & Auto\", \"Multifamily\", \"General Liability\", \"Umbrella\")"
},
"producersOnly": {
"type": "boolean",
"description": "If true, returns only licensed insurance producers."
},
"locale": {
"type": "string",
"description": "Language locale for titles and bios (\"en\", \"es\", \"pt\", \"tr\"). Defaults to \"en\".",
"enum": [
"en",
"es",
"pt",
"tr"
]
}
}
},
"page": "/"
}get_employee_profileAnswer
Retrieve full biography, credentials, areas of specialty, languages spoken, and assigned office contact details for a specific AIA team member by employee ID or name.
View tool JSON
{
"name": "get_employee_profile",
"kind": "answer",
"impl": "imperative",
"description": "Retrieve full biography, credentials, areas of specialty, languages spoken, and assigned office contact details for a specific AIA team member by employee ID or name.",
"inputSchema": {
"type": "object",
"properties": {
"memberIdOrName": {
"type": "string",
"description": "Employee ID (e.g., \"ronald-boucher\", \"yesica-ramirez\", \"camila-macedo\", \"ashley-mercan\", \"isayeli-perez\", \"ema-rego\", \"clara-de-barros\", \"betania-almeida\", \"janaija-hammer\") or employee full/partial name."
},
"locale": {
"type": "string",
"description": "Language locale for biography and titles (\"en\", \"es\", \"pt\", \"tr\"). Defaults to \"en\".",
"enum": [
"en",
"es",
"pt",
"tr"
]
}
},
"required": [
"memberIdOrName"
]
},
"page": "/"
}find_agent_by_languageAnswer
Search for AIA licensed insurance agents and customer service representatives that speak a specific language (Spanish, Portuguese, Turkish, English), including their assigned branch office and contact details.
View tool JSON
{
"name": "find_agent_by_language",
"kind": "answer",
"impl": "imperative",
"description": "Search for AIA licensed insurance agents and customer service representatives that speak a specific language (Spanish, Portuguese, Turkish, English), including their assigned branch office and contact details.",
"inputSchema": {
"type": "object",
"properties": {
"language": {
"type": "string",
"description": "Target language: \"en\" / \"English\", \"es\" / \"Spanish\", \"pt\" / \"Portuguese\", \"tr\" / \"Turkish\"",
"enum": [
"en",
"es",
"pt",
"tr",
"English",
"Spanish",
"Portuguese",
"Turkish"
]
},
"preferredCity": {
"type": "string",
"description": "Optional preferred city (Danbury, Watertown, Bridgeport)"
},
"producersOnly": {
"type": "boolean",
"description": "If true, only returns licensed insurance producers fluent in the requested language."
}
},
"required": [
"language"
]
},
"page": "/"
}get_insurance_productsAnswer
List all insurance coverage options available at Associated Insurance Agency with coverage limits, bundle savings, and carrier underwriting options.
View tool JSON
{
"name": "get_insurance_products",
"kind": "answer",
"impl": "imperative",
"description": "List all insurance coverage options available at Associated Insurance Agency with coverage limits, bundle savings, and carrier underwriting options.",
"inputSchema": {
"type": "object",
"properties": {
"category": {
"type": "string",
"description": "Filter by \"personal\" or \"commercial\"",
"enum": [
"personal",
"commercial",
"all"
]
}
}
},
"page": "/"
}submit_quote_requestSensitive Action
Submit an insurance quote request to Associated Insurance Agency on behalf of a customer or AI agent.
View tool JSON
{
"name": "submit_quote_request",
"kind": "transact",
"impl": "imperative",
"description": "Submit an insurance quote request to Associated Insurance Agency on behalf of a customer or AI agent.",
"inputSchema": {
"type": "object",
"properties": {
"name": {
"type": "string",
"description": "Full name of the customer"
},
"email": {
"type": "string",
"format": "email",
"description": "Customer contact email (e.g. john@example.com)"
},
"phone": {
"type": "string",
"description": "Customer phone number"
},
"insuranceType": {
"type": "string",
"description": "Coverage line needed (e.g. home, auto, renters, commercial, umbrella)",
"enum": [
"home",
"auto",
"renters",
"business",
"commercial",
"umbrella"
]
},
"preferredOffice": {
"type": "string",
"description": "Preferred AIA branch (Danbury, Watertown, Bridgeport)",
"enum": [
"Danbury",
"Watertown",
"Bridgeport"
]
},
"preferredLanguage": {
"type": "string",
"description": "Preferred language for follow-up (en, es, pt, tr)"
},
"currentCarrier": {
"type": "string",
"description": "Current insurance company (if any)"
},
"notes": {
"type": "string",
"description": "Any additional notes, property details, or requested discounts"
},
"recaptchaToken": {
"type": "string",
"description": "Google reCAPTCHA v3 verification token. If running in browser and omitted, the tool automatically acquires one via PUBLIC_RECAPTCHA_SITE_KEY."
}
},
"required": [
"name",
"email",
"phone",
"insuranceType"
]
},
"page": "/"
}get_carrier_billing_directoryAnswer
Lookup online payment links, login portals, customer service numbers, and claims phone lines for all 11 partner insurance carriers.
View tool JSON
{
"name": "get_carrier_billing_directory",
"kind": "answer",
"impl": "imperative",
"description": "Lookup online payment links, login portals, customer service numbers, and claims phone lines for all 11 partner insurance carriers.",
"inputSchema": {
"type": "object",
"properties": {
"carrierName": {
"type": "string",
"description": "Optional carrier name filter (e.g. Progressive, Travelers, Safeco, Hartford)"
}
}
},
"page": "/"
}search_knowledge_baseAnswer
Search insurance FAQs, Connecticut state liability regulations, claims steps, and coverage explanations.
View tool JSON
{
"name": "search_knowledge_base",
"kind": "answer",
"impl": "imperative",
"description": "Search insurance FAQs, Connecticut state liability regulations, claims steps, and coverage explanations.",
"inputSchema": {
"type": "object",
"properties": {
"query": {
"type": "string",
"description": "Keywords or question (e.g. accident, minimum limits, flood, languages, discount)"
}
},
"required": [
"query"
]
},
"page": "/"
}check_office_open_statusAnswer
Determine if Associated Insurance Agency offices are currently open based on current Eastern Time.
View tool JSON
{
"name": "check_office_open_status",
"kind": "answer",
"impl": "imperative",
"description": "Determine if Associated Insurance Agency offices are currently open based on current Eastern Time.",
"inputSchema": {
"type": "object",
"properties": {
"branchId": {
"type": "string",
"description": "Branch ID (\"danbury-hq\", \"watertown\", \"bridgeport\")",
"enum": [
"danbury-hq",
"watertown",
"bridgeport",
"all"
]
}
}
},
"page": "/"
}request_certificate_of_insuranceSensitive Action
Submit an official ACORD 25 Certificate of Insurance (COI) request with additional insured endorsements and waivers of subrogation. Dispatched within 2-4 business hours to the certificate holder via encrypted email or fax.
View tool JSON
{
"name": "request_certificate_of_insurance",
"kind": "transact",
"impl": "imperative",
"description": "Submit an official ACORD 25 Certificate of Insurance (COI) request with additional insured endorsements and waivers of subrogation. Dispatched within 2-4 business hours to the certificate holder via encrypted email or fax.",
"inputSchema": {
"type": "object",
"properties": {
"insuredName": {
"type": "string",
"description": "Legal named insured business or individual on the policy."
},
"requestorName": {
"type": "string",
"description": "Full name of person submitting the request."
},
"requestorEmail": {
"type": "string",
"format": "email",
"description": "Email address of requestor for confirmation (e.g. john@example.com)."
},
"requestorPhone": {
"type": "string",
"description": "Phone number of requestor."
},
"holderName": {
"type": "string",
"description": "Legal entity name of the certificate holder."
},
"holderAddress": {
"type": "string",
"description": "Full street address, city, state, zip of the certificate holder (e.g., \"155 Deer Hill Ave, Danbury, CT 06810\")."
},
"holderAddress1": {
"type": "string",
"description": "Optional separate street address line 1."
},
"holderCity": {
"type": "string",
"description": "Optional separate city name."
},
"holderState": {
"type": "string",
"description": "Optional separate 2-letter state code (defaults to CT)."
},
"holderZip": {
"type": "string",
"description": "Optional separate 5-digit ZIP code."
},
"deliveryMethod": {
"type": "string",
"enum": [
"Email",
"Fax",
"Both"
],
"description": "How certificate should be delivered to the holder."
},
"coverages": {
"type": "array",
"items": {
"type": "string"
},
"description": "Lines of insurance to verify (e.g. General Liability, Auto, Workers Comp)."
},
"isAdditionalInsured": {
"type": "boolean",
"description": "Whether additional insured status is required by contract."
},
"waiverOfSubrogation": {
"type": "boolean",
"description": "Whether waiver of subrogation endorsement is requested."
},
"jobNumberOrContract": {
"type": "string",
"description": "Optional job, bid, or project reference number."
},
"recaptchaToken": {
"type": "string",
"description": "Google reCAPTCHA v3 verification token. If running in browser and omitted, the tool automatically acquires one via PUBLIC_RECAPTCHA_SITE_KEY."
}
},
"required": [
"insuredName",
"requestorName",
"requestorEmail",
"requestorPhone",
"holderName"
]
},
"page": "/"
}