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Plain series · page 7 / 7

# 07 — Your first nano in insurance

Part 7 of 7 · ← Safe patterns · Index

Not this: "the nano writes binding quotes."

This: the nano answers factual questions about your products, with citations, and escalates everything else to a human.

The flow

1. User asks a question in ChatGPT. 2. Your nano looks up the relevant product in your database. 3. Nano returns the answer + a citation (IPID reference, product code). 4. If the question is advice-shaped, the nano replies: > "I can describe options A and B. For a recommendation, let me connect you with one of our advisors," + a booking button. 5. Every interaction logged.

Why this shape works

  • Defensible to a regulator.
  • Uses data you already have — no new sources needed.
  • No login = ships fast.
  • Clear boundary: inform, don't advise.

Next step

Answer the three questions from article 1. Come back with your answers and we scope your nano — still no code until you want it.