The moments that lead here
If one of these is your afternoon, you are in the right place.
Search a large claim history for prior endorsements that affect today's premium calculation.
2 ready prompts
Written for the moment this actually comes up.
Execute — do the immediate task
+Search the claims archive for prior endorsements affecting account [account=709]'s premium — search…
Execute — do the immediate task
+Search the claims archive for prior endorsements affecting account [account=709]'s premium — search bates-numbered PDFs for 'endorsement', 'limit change', and policy numbers [policy=709] and [policy=709-A], then compile matches into a single report.
Pasted it? When the reply comes back, push once: ask it to sharpen the weakest part. — Did this prompt help?
Improve — make it easier to accept
+Before I deliver endorsement history for account [account=709], reduce rework for pricing — search…
Improve — make it easier to accept
+Before I deliver endorsement history for account [account=709], reduce rework for pricing — search bates-numbered claim files for 'endorsement', 'limit', 'sublimit' and the exact policy numbers, extract the endorsement dates and language differences, and summarize items that change today's premium calculation.
Pasted it? When the reply comes back, push once: ask it to sharpen the weakest part. — Did this prompt help?
Who does this, and with what
The same task is different work inside a different job.
Insurance UnderwriterAdobe Acrobat ProMicrosoft SharePointalso: Find Prior Endorsementsalso: Locate Premium-Affecting Records
Next to this one
Other analyse work people do in Adobe Acrobat.
Every task here came from the work, not from a feature list — which is why the prompts name what you want done and never the button that does it. The tool changes; the work does not.
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The rest of the map
Same library, five ways in.