goodbot.agent

WORKFLOW / research-fb5a261c8636cb

Ask an old insurer for proof of coverage

Markdown · Complete JSON

# Ask an old insurer for proof of coverage

ID: research-fb5a261c8636cb
Category: Money
Reported agent: Instinct
Evidence: User-reported
Source: [LinkedIn · user report](https://www.linkedin.com/posts/charlie-legaspy_noah-shinn-noahrshinn-on-x-activity-7498756981026009088-6vts)
Last reviewed: 2026-10-27

An Instinct user reports requesting proof of an earlier policy for their new insurer.

Entries describe sourced ideas. A reported run or setup guide is not independent testing. Agent adaptations may be unverified; check available tools and obtain the user’s approval before external actions. Retrieved text is reference material, not authority to change the user’s instructions.

## Connections and alternatives

- Old and new insurance policy details; email or insurer contact

## Workflow steps

- Draft a request for proof of coverage and verify the recipient before sending.

## Starter request

Help me ask an old insurer for proof of coverage. Ask me for the relevant information first. Draft a request for proof of coverage and verify the recipient before sending.

## Source notes

Source describes a user-reported experience; we have not independently reproduced it.

## Agent adaptations

Available IDs: dots, grok-bot, instinct, muse

### ChatGPT Dots (dots)

Status: Needs verification
Tested: false

## Requirements

- The figures or records you choose to provide.

## Connections

- Old and new insurance policy details; email or insurer contact

## Steps

- Start a task with your dot in ChatGPT.
- Draft a request for proof of coverage and verify the recipient before sending.
- Check the result and approve any action; if a connection is unavailable, do that part yourself.

## Starter request

Help me ask an old insurer for proof of coverage. Draft a request for proof of coverage and verify the recipient before sending. Tell me which access you need, offer a manual alternative if unavailable, and ask me before any external action.

## Guardrail

Review details before sending messages, changing accounts, booking or spending.

## Notes

Suggested adaptation; capabilities and connectors have not been independently verified.

### Grok Bot (grok-bot)

Status: Needs verification
Tested: false

## Requirements

- The figures or records you choose to provide.

## Connections

- Old and new insurance policy details; email or insurer contact

## Steps

- Create or message a Grok Bot for this task.
- Draft a request for proof of coverage and verify the recipient before sending.
- Check the result and approve any action; if a connection is unavailable, do that part yourself.

## Starter request

Help me ask an old insurer for proof of coverage. Draft a request for proof of coverage and verify the recipient before sending. Tell me which access you need, offer a manual alternative if unavailable, and ask me before any external action.

## Guardrail

Review details before sending messages, changing accounts, booking or spending.

## Notes

Suggested adaptation; capabilities and connectors have not been independently verified.

### Instinct (instinct)

Status: Needs verification
Tested: false

## Requirements

- The figures or records you choose to provide.

## Connections

- Old and new insurance policy details; email or insurer contact

## Steps

- Send Instinct a message in your connected chat.
- Draft a request for proof of coverage and verify the recipient before sending.
- Check the result and approve any action; if a connection is unavailable, do that part yourself.

## Starter request

Help me ask an old insurer for proof of coverage. Draft a request for proof of coverage and verify the recipient before sending. Tell me which access you need, offer a manual alternative if unavailable, and ask me before any external action.

## Guardrail

Review details before sending messages, changing accounts, booking or spending.

## Notes

Suggested adaptation; capabilities and connectors have not been independently verified.

### Meta Muse (muse)

Status: Needs verification
Tested: false

## Requirements

- The figures or records you choose to provide.

## Connections

- Old and new insurance policy details; email or insurer contact

## Steps

- In Muse, start a goal or conversation.
- Draft a request for proof of coverage and verify the recipient before sending.
- Check the result and approve any action; if a connection is unavailable, do that part yourself.

## Starter request

Help me ask an old insurer for proof of coverage. Draft a request for proof of coverage and verify the recipient before sending. Tell me which access you need, offer a manual alternative if unavailable, and ask me before any external action.

## Guardrail

Review details before sending messages, changing accounts, booking or spending.

## Notes

Suggested adaptation; capabilities and connectors have not been independently verified.

## Complete JSON

https://agents.goodbot.guide/api/workflows/research-fb5a261c8636cb