For Actuary · 8 Grok Bots

An actuarial back office that reconciles your data and traces every number

8 Grok Bots for an actuary in the seat: reconcile the experience data, draft each experience study, update the reserving model, and write the actuarial memo — all as drafts you review and sign.

Hire the team See the bots
● Drafts only — nothing sends without your approval · Uses only your own data
After checkout
Your setup link arrives by email
We set up your fleet
After checkout, Workplace AI provisions your fleet on our Cursor Teams workspace and follows up soon. Watch for your Cursor invite and Grok Bot download link — then accept, install, and go.
8 bots·3 domain specialists·Success metric: Memo cycle time and assumption-traceability·Category: Finance
The problem it targets

Turning a raw data cut into a defensible number — reconciling experience and exposure files against the in-force, chasing the records behind an anomaly, re-running assumption and experience studies, updating the reserving or valuation model, drafting the actuarial memo and board exhibits, and assembling the peer-review and standards checklist by hand every cycle — so the memo goes out late, an assumption change is unexplained, and the model is a spreadsheet only its author can trace.

What you get

From day one

1

Every experience and exposure extract reconciled against the in-force and the prior cut, with each anomaly and control-total break flagged before the model runs on it.

2

A mortality, lapse, and loss-trend experience study drafted from the reconciled data, plus a reserving and valuation model update with the arithmetic shown and every assumption traced to its source.

3

An actuarial memo and board exhibits drafted from the finished run, and a standards checklist that reports each gap and disclosure the actuary must resolve before sign-off.

Meet the team

8 bots, each with one job and clear approval points

Read-only bots watch and prepare; drafting bots write but never send. You approve everything that leaves.

1

Chief of Staff

coach
Drafts for your review — you approve before anything leaves
Your morning brief, meeting prep, fleet roundup, and after-meeting coaching.
Approves: none — nothing leaves without you
2

Experience Data Reconciler

intake
read-only
Watches & prepares — never sends
Reconciling each extract to the in-force and prior cut; flagging anomalies and control breaks
Approves: none (nothing leaves; flags are internal)
3

Assumption Study Analyst

researcher
read-only
Watches & prepares — never sends
Mortality, lapse, and loss-trend experience studies — A-to-E, credibility, proposed rate
Approves: none (nothing leaves; the actuary sets each assumption)
4

Reserve Model Drafter

drafter
specialist
Drafts for your review — you approve before anything leaves
Reserve roll-forward and calc workpapers with the arithmetic shown, untied figures flagged
Approves: every model update before it is booked
5

Actuarial Memo Drafter

drafter
Drafts for your review — you approve before anything leaves
Actuarial memo, roll-forward narrative, and board exhibits, every number traced
Approves: every memo before it is shared or signed
6

Standards Compliance Reviewer

reporter
read-only
Watches & prepares — never sends
Standards-and-valuation checklist reporting each gap with the standard cited
Approves: none (nothing leaves; the actuary resolves gaps)
7

Peer Review Coordinator

coordinator
Drafts for your review — you approve before anything leaves
Peer-review package and drafted review-request notes to the reviewing actuary
Approves: every message; every share
8

Social & Referrals

growth
Drafts for your review — you approve before anything leaves
Draft posts and outreach to your own audience, credited and approved by you.
Approves: sends
The handoff — one shared chat
Reconciler→Analyst→Drafter→Drafter→Reviewer→Coordinator
What the fleet does in week one

All read-and-prepare — you check its work before anything is trusted

What it does not do

The guardrails are the product

  • ×It drafts; it does not decide. Every assumption, reserve, and sign-off is yours — the recipe traces and checks, you set the number.
  • ×It never files with a regulator, moves money, or submits anything; statutory and rate filings stay with you and the filing team.
  • ×It never sends a message on its own. Every data request, review request, and memo share waits for your approval.
  • ×It works only from your reconciled data, your booked model, and the assumptions you state, and only reaches contacts you already have; it never invents a figure or buys a list.
Memo
cycle time and assumption-traceability
How you'll know it's working

One number, measured over time

How many working days after the data cut the actuarial memo and exhibits are review-ready, and the share of assumption changes and material results that carry a documented rationale traced to the experience data behind them

Before day one

What you fill in — the bots never guess these

experience-data
the header contract for the experience and exposure extract every bot reads.
reserve-rollforward
the layout of the reserve roll-forward and calc workpaper the drafter fills.
assumption-log
the assumption log where every proposed rate is recorded with the study behind it.
Pricing

Cancel anytime.

Workplace AI provisions and runs your CrokPot fleet on our Cursor Teams workspace. We invite you on your own email — you accept, install Grok Bot, and we handle the rest.
$200/mo
  • Your whole fleet provisioned and installed for you
  • Cursor Teams seat included — paid by Workplace AI, never billed by Cursor
  • Onboarding + ongoing training
Hire the team
Your Cursor Teams seat is included and paid by Workplace AI. Drafts only, using your own data. No earnings, time-saved, or outcome guarantees are made.
How access works

You buy a CrokPot fleet from Workplace AI — not a Cursor plan

CrokPot runs on Workplace AI, Inc.’s (WAI) Cursor Teams workspace. WAI keeps the unpaid admin seat and pays Cursor for your seat. You join as the invited user on your real email and work through the installed Grok Bot fleet.

Your card is charged by WAI via Stripe for the CrokPot fleet ($200/mo, auto-renewing monthly) only — never by Cursor. If you cancel your fleet subscription, the invite/seat ends with it and is not portable to your own Cursor account.

FAQ

What you get, who owns the seat, and what happens after you pay

From the team behind Ancestry — CrokPot is built by Paul Allen, a co-founder of Ancestry.com.

Drafts only — you approve everythingYour own data, never shared$200/mo · cancel anytimeProvisioned & supported by Workplace AI

What do I actually get?

A pre-built fleet of Grok Bots for your trade, provisioned and installed for you on Workplace AI’s Cursor Teams workspace, plus onboarding and ongoing training. Every bot drafts; you approve.

Who owns the seat?

Workplace AI, Inc. (WAI) owns the Cursor Teams account and pays Cursor for your seat. You’re invited as a paid user on your own email. The seat isn’t portable to a personal Cursor account.

Do the bots act on their own?

No. The fleet is drafts-only, working from your own data. Nothing sends, files, or is trusted until you review and approve it — that’s the whole design.

Can I cancel?

Yes, anytime. It’s an auto-renewing monthly subscription at $200/mo. If you cancel, your invite/seat ends with the subscription.

What happens after I pay?

We follow up soon: our team provisions your fleet and invites you on the email you used at checkout. Watch for your Cursor Teams invite and Grok Bot download link, then accept, install, and go.

Training

New to Grok Bots? Get your team trained.

Live sessions and replays to get you and your coworkers productive with your fleet fast.

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