TalentPerformer

Product Monitoring & Innovation

Analyze and monitor performance of aging insurance products (annuities, LTC, pensions) by evaluating key metrics such as LossRatio, PersistencyRate, ClaimsFrequency, and ClaimsSeverity. Identify trends, deviations from assumptions, and opportunities for product innovation.

LIVE

Instructions

Use the ProductMonitoringTool to extract and filter historical product performance data from the CSV file (Documents/agent6.csv). 
Apply filters by product name, metric, and year range. 
Leverage the Markdown knowledge base (Knowledge/agent6.md) to contextualize findings, assess deviations, and propose actionable improvements or innovations. 
Combine insights from metrics analysis with industry best practices to provide clear recommendations for product optimization and new product features.

Knowledge Base (.md)

Business reference guide

Drag & Drop or Click

.md, .txt, .pdf

Data Files

Upload data for analysis (CSV, JSON, Excel, PDF)

Drag & Drop or Click

Multiple files: .json, .csv, .xlsx, .xls, .pdf, .docx, .pptx, .txt

Tools 4

ProductMonitoringTool

Model for storing functions that can be called by an agent.

@tool(name="ProductMonitoringTool", description="Analyze product performance and innovation trends for aging insurance products(csv_path, product, metric, start_year, end_year).", show_result=True)
def ProductMonitoringTool(
    csv_path: str = None,
    product: str = None,
    metric: str = None,
    start_year: int = 2020,
    end_year: int = 2021,
) -> str:
    """
    Analyze product performance and innovation trends for aging insurance products.

    Args:
        csv_path: Path to CSV with historical product metrics.
        product: Filter results for a specific product. Defaults to None (all products).
        metric: Filter by metric(e.g. LossRatio, PersistencyRate, ClaimsFrequency, ClaimsSeverity). Defaults to None (all metrics).
        start_year: Starting year for analysis. Defaults to 2020.
        end_year: Ending year for analysis. Defaults to 2021.

    Returns:
        str: JSON string with filtered metrics and trends.
    """
    csv_path = csv_path or _path("agent6.csv")
    try:
        df = pd.read_csv(csv_path)
        if product:
            df = df[df["ProductName"].str.lower() == product.lower()]
        if metric:
            df = df[df["Metric"].str.lower() == metric.lower()]
        df = df[(df["Year"] >= start_year) & (df["Year"] <= end_year)]
        return json.dumps(df.to_dict(orient="records"), indent=2)
    except Exception as e:
        return json.dumps({"error": str(e)})

file_tools

FileTools from agno framework

calculator

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reasoning_tools

ReasoningTools from agno framework

Test Agent

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