Start using InsuranceTasksAI.

This page is for after InsuranceTasksAI is installed. Use it to confirm the connection, complete your first task, understand credits, and fix the most common first-use issues.

Install InsuranceTasksAI Browse Task Library

First, confirm it is connected

Open the AI assistant where you installed InsuranceTasksAI and start a new conversation. Then ask:

Check my InsuranceTasksAI credit balance.

If your balance appears, the connection is working. Searches, category browsing, and balance checks do not use a credit.

If the assistant says it cannot find InsuranceTasksAI, fully quit and reopen the AI assistant. Many MCP clients load tools only when the app starts.

Try your first task

You do not need to know the exact skill name. Describe the result you want in ordinary language. Your AI assistant can search the InsuranceTasksAI task library and find the best match.

Find the best InsuranceTasksAI skill for this task: Write a coverage explanation letter.

Show me the available task categories.

Help me with this task: Write a coverage explanation letter. Ask me for any details you need, then save the finished result as a local Word document.

InsuranceTasksAI will return matching skills. Choose the one you want to run. A credit is used when a licensed skill starts, not when you search or browse.

How to work with the assistant

What you want	What to ask
Check credits	Check my InsuranceTasksAI balance.
Browse broadly	Show me the available task categories.
Find the right skill	Find the best InsuranceTasksAI skill for this task: [your task].
Run a chosen skill	Run the InsuranceTasksAI skill named [skill name or ID].

For best results, give the assistant your role, the situation, any relevant deadline or constraint, and the document, analysis, or action you need.

Credits and account approval

Most tasks use 1 credit and can produce a local file you can keep, edit, or share. Balance checks, category browsing, and search are free.

When installation or account approval is needed, use the email address for your InsuranceTasksAI account. Manual license-key entry is only a backup method.

Get Free Credits View Pricing

Privacy in plain English

InsuranceTasksAI servers handle account approval, credits, catalog/search metadata, and licensed skill delivery. InsuranceTasksAI does not receive your task prompts, uploaded documents, or task answers.

After the licensed skill is delivered, your chosen AI assistant runs it according to that assistant provider's privacy terms and settings.

If something is not working

The assistant says npm is unavailable

Install Node.js first. Node.js is a standard helper app used by many modern tools, and it includes npm automatically. Go to nodejs.org, download the recommended installer for your computer, run it, reopen your AI assistant, and paste the install prompt again.

InsuranceTasksAI does not appear in your AI assistant

Fully quit and reopen the assistant. If it still does not appear, go back to the install page and paste the install prompt again so the assistant can re-check the setup.

The assistant asks for approval

Approve InsuranceTasksAI when your AI assistant asks. In Claude Desktop, you may also need to set the InsuranceTasksAI tools to always allow in the connector settings.