What it does

The second half of the certificate workflow. Reads the contract and the policies (or reuses the data ACORD 25 extracted) and produces a three-tab workbook: the verdict and blockers, a formula-driven matrix per requirement, and every extracted value with the document it came from.

What you get back

  • Summary with the overall verdict and the blockers
  • Compliance matrix, pass/fail per requirement
  • Source data, every value traced to its document

Example prompt

Add the skill to your AI client first, then paste this. Swap the bracketed bits, and the names and numbers, for your own.

Can we issue this cert? Contract and dec pages attached; tell me what's missing.

Source: Written for this skill by the R&D AI Experience team.

Open Claude Open ChatGPT

These buttons try to pre-fill the prompt for you. Open Claude launches the Claude Desktop app (it won't work if you only use Claude in a browser); Open ChatGPT pre-fills the web chat when the browser allows it. Neither is guaranteed, so both also copy the prompt to your clipboard as a fallback -- if the tool opens with an empty box, paste. Connect the Zywave MCP in that tool first, or the prompt has no Zywave data to work with.

More prompts like this: Pull resources to share, 12 more from the Zywave MCP Prompt Library, filterable by line of business.

What it needs from you

A document from your client. You attach or paste something the client sent before running it.

Details to fill in when you run it:

  • The contract or insurance requirements and the insured’s policy documents

Runs without a Zywave connection. It’s the one skill you can try before your admin approves the connector. Pairs with acord-25-new-coi.

Guides exist for Claude, Microsoft Copilot, ChatGPT, and Google Gemini Enterprise. Custom integrations talk to the MCP server directly, so start from the MCP Apps reference for those.

A few details from youAvailable nowEB annual notice packetAssemble a plan-year annual notice packet for one employer group, with every required notice and a distribution checklist.Pull resources to share A few details from youAvailable nowCOBRA notice packetAssemble the right COBRA notices for one event (coverage start, qualifying event, unavailability, or early termination), with a deadline timeline and the blanks to fill.Pull resources to share A document from your clientAvailable nowACORD 25 certificate of liability insuranceIssue a filled, signed ACORD 25 from a certificate request, a contract, and the insured's policy documents, with every gap disclosed.Pull resources to share

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