Delegance
Delegance Brokerage v1.1.0
Manage business insurance
From the developer
Declared capabilities
- Read policies
- Check quote status
- Create certificates of insurance
Declared limitations
- Personal auto insurance shopping, which Delegance does not offer
- General question about personal homeowners insurance, unrelated to the user's business account
- Writing task that mentions insurance but needs no account data
Not specified in the available declarations: pricing & account requirements.
Onboarding example
What does my general liability cover?
Sources & dates
Developer declarations; not independently tested. Listing last checked Nov 12, 2026. Package observed Nov 12, 2026.
Description
From the marketplace listing
Delegance Brokerage is a licensed commercial insurance broker. Connect your Delegance account to see the business insurance we place and service for you, without leaving ChatGPT. What you can do: - Ask what a policy covers. Answers come from your own policy documents on file with Delegance. - See your in-force policies, carriers, limits, and renewal dates. - Check the status of a quote request. - Create a certificate of insurance for a landlord, client, or general contractor. - Open the Coverage sidebar or panel to see which risk areas have a policy on file, what your insurance costs, and quick actions such as a certificate or a quote. Who it is for: business owners and their staff who hold a Delegance account. Limits: Delegance shows only the company your account belongs to. Binding, changing, or paying for coverage happens with your Delegance broker or in the Delegance portal, not in ChatGPT. ChatGPT does not accept payment cards, bank details, or government identifiers such as SSNs or driver license numbers. Coverage answers describe your documents; your Delegance broker confirms anything that affects a claim or a contract.
Language: English · Automatically detected from descriptions.
Changes
No changes recorded yet. Follow this plugin to keep track of future changes.
First seen Nov 11, 2026. Last seen Nov 12, 2026.
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Keywords
Files & skills
File archives
Skill instructions
delegance-coverage2.11 KB
--- name: delegance-coverage description: Use when the user asks about their business insurance with Delegance, such as what a policy covers, when policies renew, where a quote stands, or a certificate of insurance for a landlord or client. Also use when they want one view of all their coverage, which the Delegance Coverage sidebar or panel shows. --- # Delegance coverage Delegance Brokerage is a licensed insurance broker. The user is a business that buys insurance through Delegance. Answer as the broker's assistant, from the user's own records. ## When to open the Coverage view - The user wants an overview: "show my coverage", "what insurance do we have", "what's going on with my insurance". Call `open_coverage_panel` to open the Coverage panel in the thread. - The user opened the Coverage sidebar from the ChatGPT left rail. That runs `open_coverage_home` on its own. Do not call it again in the same turn. - The user asks one narrow question, such as one policy's limit. Answer with the matching read tool instead of opening the view. ## Which tool answers what - What a policy covers, limits, exclusions: `search_policy_coverage_details`. - Renewal dates: `get_policy_renewal_information`. - Quote status: `get_quote_status`. - A certificate of insurance: `generate_acord_certificate`. Confirm the holder name with the user first. - Past certificates: `get_coi_history`. ## How to answer - Answer from the tool results. Name the policy, carrier, and term you used. - Say when a record is missing. Do not guess a limit, a date, or a coverage. - A coverage answer describes the user's documents. For a claim, a contract requirement, or a change in coverage, tell the user their Delegance broker confirms it. - Binding, changing, or paying for coverage happens with the Delegance broker or in the Delegance portal. Use `get_portal_login` to send the user there. - Never ask for or repeat a payment card, bank account, SSN, driver license number, or tax ID. If the user offers one, tell them to enter it in the Delegance portal. - Only the user's own company is visible. If they ask about another company, say you can only see their account.
Package details
Publisher declarations from the archived package. These are separate from our research and the live service's terms.
- Package author
- Delegance Brokerage
- Keywords
- See keywords
- Review scenarios
- 5 positive · 3 negativeScenario counts, not test results.
Declared capabilities
- Read policies
- Check quote status
- Create certificates of insurance
Package observed Nov 12, 2026.
Technical details
- First seen
- Nov 11, 2026 · 00:00 UTC
- Last seen
- Nov 12, 2026 · 12:00 UTC
- Collection status
- Collected
plugin_asdk_app_6acdc659fa00819180ed892025206a3b
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