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Agent 506 – Formatr

Role: Document Structuring

Why use this agent:

  • Structures messy or unformatted documents into consistent templates.
  • Standardises proposals, contracts, and internal reports.
  • Saves time on document clean-up and formatting.

Meet Agent 506 – Formatr

“Agent 506 – Formatr. This operative reshapes the chaos — translating insurance paperwork into system-ready intelligence, fast.”

You can use this agent as is, customise it to suit your needs, weave one or more agents together to build an end-to-end solution, or we would build you your own custom AI Agent.

Agent Name:

Formatr

Agent Number:

Agent 506 – Formatr

Business Domain:

Back Office

Role:

Document Structuring

Primary Use Case:

Agent 506 – Formatr extracts critical fields from documents such as schedules, certificates, and endorsements. It cleans, structures, and formats the data to match WinBEAT’s import-ready templates, ensuring fast, accurate population of policy information and renewals. Saves brokers hours of rekeying and minimises manual errors.

Mission Briefing Line:

“Agent 506 – Formatr. This operative reshapes the chaos — translating insurance paperwork into system-ready intelligence, fast.”

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