# Copilot

### Chat

Chat with your AI Insurance Copilot to understand your company's insurance policies in simple terms. Users can ask questions on policy coverage, commercial contracts, hypothetical claims, etc. and get a real-time answer.&#x20;

Topics to ask include:

* "Our customer is requiring X in coverage. Do we have that coverage already?"
* "How much would Y coverage cost?"
* "Are we currently covered if we are hacked and lose revenue?"
* "Explain my D\&O policy like I'm 5."

<figure><img src="/files/5lwwgotLfB6cjzBuv8Uo" alt="" width="563"><figcaption></figcaption></figure>

### Training

The broker copilot is trained on insurance brokerage training manuals, standard to the 2023 Laws and Policies of Commercial Insurance. Your copilot is linked to just your policies so that it can answer questions specific to your company's insurance policies that you upload to the Sparx portal.

### **Live Discussion**&#x20;

At the end of each response, the broker copilot will prompt you to enter a live discussion with a licensed Sparx account manager. We recommend to schedule a live meeting with an account manager if you have questions about coverage, contracts, claims, and costs.&#x20;

A live discussion can be scheduled by responding to the broker copilot in a confirmatory manner. A link to your account manager's calendar will be shown and a meeting can be scheduled without leaving the broker copilot tab.

### **Submitting a Purchase Request**

A purchase request cannot be completed on the broker copilot page. It can be completed by navigating to the [Policies](https://app.gitbook.com/o/VHm3RkArSdp0Wp59iy0n/s/bgKKq6o270nG0vhtLQ0U/~/changes/10/sparx-documentation/product-overview/insurance/policies) tab.&#x20;

{% hint style="info" %}
**Disclaimer:** The Broker Copilot should not be taken as an alternative to a discussion with a licensed Sparx account manager. The Broker Copilot is a valuable feature but is not a replacement to a licensed insurance representative. Please refer to your specific insurance contracts for details on coverages, conditions, and exclusions. Sparx Insurance Services LLC is not responsible for any errors or omissions made by the Broker Copilot. Sparx Insurance Services LLC does not guarantee the accuracy or completeness of the Broker Copilot.
{% endhint %}


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.usesparx.com/sparx-documentation/product-overview/insurance/copilot.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
