Three agency skills: policy summaries + claim triage + renewal retention.
Three Claude skills that compress the insurance-agency workload: policy review summary generator (90-page policy → 2-page client brief), claim intake triage workflow (FNOL → adjuster-ready in 15 min), and renewal reminder sequence writer (retention lift from 75% to 90%+). Companion to the InsureOps AI flagship.
Coming soon — content is being finalized. Email josh@thetalkinghedge.com to be notified when this pack ships.
Claim Intake Triage Workflow (Insurance)
First-notice-of-loss claim intake: Claude reads the FNOL data, classifies severity + coverage applicability, pulls the relevant policy language via RAG, flags potential coverage-gap issues, routes to the correct adjuster + priority queue, and pre-drafts the initial acknowledgment letter. Compresses a 4-hour claim-intake cycle to 15 minutes + human sign-off.
Policy Review Summary Generator
Claude ingests an insurance policy (P&C, life, health, etc.), generates the plain-English client-facing summary: what's covered, key exclusions, sub-limits, deductibles, renewal terms. Flags notable changes from prior year. Compliant with state disclosure requirements. Turns a 90-page policy into a 2-page document the client actually reads.
Renewal Reminder Sequence Writer (Insurance)
Writes the multi-touch renewal reminder sequence personalized per client: 90-day educational touch, 60-day review proposal, 30-day actionable deadline, 7-day urgency with specific rate + coverage recommendations. Pulls the account's loss history, current coverage gaps, and cross-sell opportunities into the messaging. Moves renewal retention from 75% → 90%+.