Principal®

Principal®

Free Insurance ✓ Verified

Keep up with your financial goals on the go. The updated Principal® app makes it easy to keep on top of your retirement savings and gain insights to

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About this Tool

Principal®

Keep up with your financial goals on the go.

The updated Principal® app makes it easy to keep on top of your retirement savings and gain insights to

Keep up with your financial goals on the go.

The updated Principal® app makes it easy to keep on top of your retirement savings and gain insights to help you reach your financial goals. Download and use the app to:

• Complete simple transactions and quick check-ins: view account balances, roll over funds, change contributions, adjust investments, and more
• Discover financial education to help build your confidence and make progress in budgeting, saving, debt payoff, and more
• Learn from too

Pros & Cons

✓ Pros

  • For financial professionals
  • Service and support
  • Mobile apps for iOS and Android
  • Free plan or freemium pricing

✗ Cons

  • No native Android app
  • Some advanced features may require higher-tier plans

Key Features

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For individuals

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For businesses

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For financial professionals

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About us

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Service and support

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Asset management

📋 Scripts & Prompts for Principal® +

Copy these AI-powered scripts to get maximum value from this tool. Sign up free to copy.

📄 Template
Give a Bot a Fish
Advanced ⏱ 10 min
The “give a bot a fish” bucket is for scenarios when you can explicitly give the bot, in the hidden…
🔐 Browse All Scripts in the Vault →

🔌 MCP Servers for Principal® +

Connect these MCP servers to give Claude, Cursor & Cline superpowers with this tool. Sign up free to copy install commands.

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ACORD Forms MCP Server
Medium 📱 macos, linux, windows
MCP for ACORD insurance form generation and parsing.
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Claims FNOL MCP Server
Medium 📱 macos, linux, windows
MCP for first-notice-of-loss intake structured data.
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PolicyGenius API MCP
Medium 📱 macos, linux, windows
MCP that wraps insurance-comparison APIs.
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eHealth Marketplace MCP
Medium 📱 macos, linux, windows
MCP for health-insurance marketplace data and quoting.
🔌 Browse All MCP Servers →

🤖 AI Agents for Principal® +

Pre-built automation agents that work with this tool — import in one click. Sign up free to access.

🤖 CLAUDE CODE
Claude Code Claims Triage Agent
⚡ Event
Claude Code agent that takes free-text FNOL narratives, classifies loss type, scores severity by configurable rubric, and routes to the appropriate adjuster queue.
https://github.com/anthropics/claude-cookbook
🤖 CREWAI
CrewAI Underwriting Crew
▶ On-demand
CrewAI workflow with risk-data, pricing, and decision-drafter agents that consume an application and produce an underwriting memo with bind or decline recommendation.
https://github.com/crewAIInc/crewAI-examples
🔗 LANGCHAIN
LangChain Policy Comparator
▶ On-demand
LangChain pipeline that extracts coverage terms from two policy PDFs and produces a structured side-by-side comparison with gap highlights.
https://github.com/langchain-ai/langchain
🤖 CLAUDE CODE
Claude Skill: Denial Appeal Letter
▶ On-demand
Claude Code skill that ingests a denial letter and the underlying policy, identifies relevant clauses, and drafts a substantive appeal with citations.
https://github.com/anthropics/claude-cookbook
🤖 Browse All AI Agents →

Frequently Asked Questions

Principal® is available as free. Visit the tool's website for the latest pricing details and plan options.

Principal® offers a free plan. Check the website for feature limitations and upgrade options.

Principal® is available on iOS. Check the official website for the latest platform support.

Many tools offer free trials to let you test before subscribing. Check the Principal® website for current trial availability and duration.

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At a Glance

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