Insurance Underwriter Agent

An AI-powered insurance underwriting research tool built with Tavily. Enter a company name and get a comprehensive underwriting report streamed in real time — covering company background, adverse news, risk assessment, products & services, and claims history.

Getting Started

1. Clone and configure environment

cp .env.sample .env

Open .env and set your Tavily API key:

TAVILY_API_KEY=tvly-your-key-here

2. Start the backend

python -m venv venv
source venv/bin/activate   # Windows: venv\Scripts\activate
pip install -r requirements.txt
python -m backend.app

The API server starts at http://localhost:8000.

3. Start the frontend

In a separate terminal:

cd ui
npm install
npm run dev

The UI opens at http://localhost:5173.

Usage

1. Open http://localhost:5173 in your browser.
2. Enter a company name (and optional location).
3. Results stream in across five research categories:
   • Company Information — legal name, industry, NAICS code, employees, revenue, leadership
   • Adverse News — lawsuits, regulatory actions, negative press (last 5 years)
   • Risk Assessment — financial health, credit ratings, operational/compliance risks, ESG, overall rating
   • Products & Services — product lines, markets served, competitive position
   • Claims History — insurance claims, loss records, workplace safety, product liability

Project Structure

├── .env.sample                  # Environment variable template
├── requirements.txt             # Python dependencies
├── backend/
│   ├── app.py                   # FastAPI entry point
│   ├── models.py                # Pydantic request/response models
│   ├── research_tasks.py        # Research category configurations
│   └── streaming/
│       ├── event_handler.py     # Processes Tavily stream events
│       ├── stream_orchestrator.py  # Parallel research orchestration
│       └── tavily_stream.py     # Tavily API streaming client
└── ui/
    ├── package.json
    ├── vite.config.ts
    ├── tailwind.config.js
    └── src/
        ├── main.tsx             # React entry point
        ├── App.tsx              # Main application component
        ├── types.ts             # TypeScript type definitions
        └── components/
            ├── Header.tsx
            ├── SearchForm.tsx
            ├── ProgressTracker.tsx
            ├── ResultsDashboard.tsx
            ├── CategoryCard.tsx
            ├── CompanyInfo.tsx
            ├── AdverseNews.tsx
            ├── RiskAssessment.tsx
            ├── ProductsServices.tsx
            ├── ClaimsHistory.tsx
            └── SourcesList.tsx

Environment Variables

Variable	Required	Description
TAVILY_API_KEY	Yes	Your Tavily API key. Can also be passed via the Authorization header.

API

POST /api/underwrite/stream

Streams underwriting research results as Server-Sent Events (SSE).

Request body:

{
  "company_name": "Acme Corp",
  "location": "New York, NY"
}

Response: text/event-stream with real-time research updates per category.