The Lines Copilot has a conversational mode for asking questions about the lines, items, and configuration. Use it to understand an existing product, confirm a generated product matches the manual, or find the rating detail behind a coverage without opening each configuration screen.
Steps
- Open the line or policy type in Lines configuration and open the AI Copilot panel.
- Ask the Copilot to summarize the product, or request a specific view, for example “Show the first 10 rows of the Driver Factors table.”
- Drill into the rating detail of any item. For example, ask for the rate-chain details behind a coverage to see how it is rated.
- Use the summaries to confirm the configuration matches the manual.
Example Questions
- “Summarize this policy type.”
- “What coverages are configured, and which are required?”
- “List all line items in the Dwelling subline.”
- “Show the rate chain for Comprehensive.”
- “Which rate tables use the Territory category?”
- “Compare the deductible options on Collision and Comprehensive.”
The Copilot keeps the context of the conversation, so you can follow up with “Now show the same for the 2026 effective date” or “Only the ones that reference Driver Age.”
