Insurance Annuity Advisor Agent

pip install O365

from O365 import Account
from datetime import datetime, timedelta

# Your IT admin creates these in Azure Active Directory (10 min setup)
OUTLOOK_CLIENT_ID     = "your-azure-app-client-id"
OUTLOOK_CLIENT_SECRET = "your-azure-app-client-secret"
OUTLOOK_TENANT_ID     = "your-tenant-id"

def book_advisor_call(customer_name: str, customer_email: str, preferred_date: str):
    account = Account(
        (OUTLOOK_CLIENT_ID, OUTLOOK_CLIENT_SECRET),
        auth_flow_type="credentials",
        tenant_id=OUTLOOK_TENANT_ID
    )
    account.authenticate()

    calendar   = account.schedule().get_default_calendar()
    start_time = datetime.strptime(preferred_date, "%Y-%m-%d %H:%M")

    event         = calendar.new_event()
    event.subject = f"Annuity Consultation — {customer_name}"
    event.start   = start_time
    event.end     = start_time + timedelta(minutes=30)
    event.attendees.add(customer_email)
    event.save()

    return f"Booked! 30-min call on {preferred_date}. Invite sent to {customer_email}."

import smtplib
from email.mime.multipart import MIMEMultipart
from email.mime.text import MIMEText

SMTP_SERVER   = "smtp.office365.com"
SMTP_PORT     = 587
SENDER_EMAIL  = "advisor@yourcompany.com"
SENDER_APP_PW = "your-app-password"  # generate at account.microsoft.com → Security → App passwords

def send_summary_email(customer_email: str, customer_name: str, summary: str):
    msg            = MIMEMultipart()
    msg["Subject"] = "Your Annuity Consultation Summary"
    msg["From"]    = SENDER_EMAIL
    msg["To"]      = customer_email

    body = f"""Hi {customer_name},

Thank you for chatting with our Annuity Assistant today.

{summary}

An advisor will be in touch within 1 business day.

Warm regards,
Meridian Life Insurance Team"""

    msg.attach(MIMEText(body, "plain"))

    with smtplib.SMTP(SMTP_SERVER, SMTP_PORT) as s:
        s.starttls()
        s.login(SENDER_EMAIL, SENDER_APP_PW)
        s.sendmail(SENDER_EMAIL, customer_email, msg.as_string())

# At end of conversation: ask Claude to summarize, then send
def email_conversation_summary(client, system_prompt, history, customer_email, customer_name):
    res = client.messages.create(
        model="claude-opus-4-5", max_tokens=150,
        system=system_prompt,
        messages=history + [{"role": "user", "content": "Summarize our conversation in 3 sentences for the customer."}]
    )
    send_summary_email(customer_email, customer_name, res.content[0].text)

pip install flask flask-cors anthropic

from flask import Flask, request, jsonify
from flask_cors import CORS
import anthropic

app    = Flask(__name__)
CORS(app)
client = anthropic.Anthropic(api_key="your-api-key")

SYSTEM_PROMPT = "You are an annuity advisor... [paste your full prompt here]"
sessions = {}

@app.route("/chat", methods=["POST"])
def chat():
    data = request.json
    sid  = data.get("session_id", "default")
    msg  = data.get("message", "")

    sessions.setdefault(sid, []).append({"role": "user", "content": msg})
    res   = client.messages.create(model="claude-opus-4-5", max_tokens=500, system=SYSTEM_PROMPT, messages=sessions[sid])
    reply = res.content[0].text
    sessions[sid].append({"role": "assistant", "content": reply})
    return jsonify({"reply": reply})

if __name__ == "__main__":
    app.run(port=5000)

<button onclick="toggleChat()" style="position:fixed;bottom:20px;right:20px;background:#0a1628;color:white;border:none;border-radius:50px;padding:14px 20px;font-size:16px;cursor:pointer;z-index:1000;">Talk to an Advisor</button>

<div id="cw" style="display:none;position:fixed;bottom:80px;right:20px;width:360px;height:480px;border:1px solid #ccc;border-radius:12px;background:white;box-shadow:0 4px 20px rgba(0,0,0,.15);flex-direction:column;z-index:1000;">
  <div style="background:#0a1628;color:white;padding:14px;border-radius:12px 12px 0 0;font-weight:bold;">Annuity Assistant</div>
  <div id="msgs" style="flex:1;overflow-y:auto;padding:12px;font-size:14px;"></div>
  <div style="display:flex;padding:10px;border-top:1px solid #eee;">
    <input id="inp" type="text" placeholder="Type a message..." style="flex:1;padding:8px;border:1px solid #ccc;border-radius:6px;" onkeypress="if(event.key==='Enter')send()"/>
    <button onclick="send()" style="margin-left:8px;background:#0a1628;color:white;border:none;border-radius:6px;padding:8px 14px;cursor:pointer;">Send</button>
  </div>
</div>

<script>
const sid=Math.random().toString(36).slice(2); let on=false;
function toggleChat(){on=!on; const w=document.getElementById('cw'); w.style.display=on?'flex':'none'; if(on&&!document.getElementById('msgs').innerHTML) addMsg('agent','Hi! I can help you find the right annuity. What\'s on your mind?');}
function addMsg(r,t){const d=document.createElement('div'); d.style=`margin:6px 0;padding:8px 12px;border-radius:10px;max-width:85%;${r==='user'?'background:#0a1628;color:white;margin-left:auto;':'background:#f0f0f0;'}`; d.innerText=t; document.getElementById('msgs').appendChild(d); document.getElementById('msgs').scrollTop=9999;}
async function send(){const i=document.getElementById('inp'),m=i.value.trim(); if(!m)return; i.value=''; addMsg('user',m); const r=await fetch('http://localhost:5000/chat',{method:'POST',headers:{'Content-Type':'application/json'},body:JSON.stringify({session_id:sid,message:m})}); addMsg('agent',(await r.json()).reply);}
</script>