Insurance Skills

Guide taxpayers through filing Geneva (Switzerland) tax returns with GeTax. Covers salary, professional expenses (forfaitaire vs effectifs), pillar 3a/3b, health insurance, medical expenses, securities (DA-1/RSI), foreign property, bank accounts, debts, crypto, and dual-income couples. Use when filing via GeTax, optimizing ICC/IFD deductions, declaring foreign property or income, handling DA-1 reclaims, or navigating Geneva cantonal tax rules.

Vietnam-specific HR guidance covering the Labor Code, Social Insurance Law, personal income tax registration, work permits for foreign workers, trade union obligations, and cultural norms for managing teams in Vietnam. Use when you need to navigate Vietnam employment law, onboard foreign staff, handle disciplinary procedures under Vietnamese law, or adapt global HR practices for the Vietnam market.

This skill should be used when the user asks for an "insurance briefing", "sigorta brifing", "insurance digest", "sigorta haberleri", "insurance news summary", or wants to understand the editorial philosophy behind the insurance briefing system. Also triggers when the user mentions "insurance briefing plugin" or wants a curated daily overview of the Turkish insurance sector.

Contains verified SQMS No. 1 eight-component implementation checklists, Florida DBPR CPE/licensure rules (61H1-33, Chapter 473), and E&O claim-trigger analysis with loss prevention protocols. National standards (SQMS, NASBA, AICPA) plus Florida as the reference state jurisdiction. Quality management, peer review, CPE tracking, state board compliance, professional liability, independence monitoring, engagement inspection. Consult when designing or evaluating a firm QM system, preparing for peer review under SQMS, tracking CPE hours or verifying renewal compliance, managing multi-state practice privilege, resolving independence threats, building corrective action plans, screening clients for liability risk, or reviewing E&O coverage adequacy.

This skill should be used when the user asks about "insurance pool", "reIP", "InsurancePool", "protocol insurance", "bad debt coverage", "exit delay", "insurance vault", or needs to understand Resupply's insurance mechanism.

Contains verified QoE adjustment categories and working capital normalization procedures, IRS 9-factor reasonable compensation test with independent investor test (Exacto Spring), and coverage gap analysis methodology with key person insurance valuation formulas. M&A due diligence, succession planning, buy-sell agreements, compensation benchmarking, insurance adequacy, debt covenant compliance, capital allocation, advisory pricing. Consult when analyzing an acquisition or quality of earnings, planning ownership transitions or ESOP/MBO structures, defending officer compensation or building a benchmarking study, reviewing business insurance coverage gaps, monitoring debt covenants or DSCR/leverage ratios, evaluating capital allocation or dividend vs reinvestment decisions, or pricing advisory and outsourced CFO engagements.

Check Axion policy compliance for T81 operations and decisions

Access 174+ AI-powered skills for travel agents, travel advisors, and tour operators. Use when: user asks about trip itineraries, client bookings, travel insurance, supplier management, package pricing, destination research, client communications, or any travel agency administration task.

Expert knowledge of Behandlingsresultat (treatment result) domain in melosys-api. Use when: (1) Understanding result types and their meaning (FASTSATT_LOVVALGSLAND, MEDLEM_I_FOLKETRYGDEN, etc.), (2) Working with periods - Lovvalgsperiode, Medlemskapsperiode, Anmodningsperiode, Utpekingsperiode, (3) Debugging vedtak/decision metadata, criteria evaluation, or social insurance charges, (4) Understanding EU/EEA coordination logic and Article 16 exception handling, (5) Working with trygdeavgift (social insurance charge) calculations.

Apollo.io benefits packages by country — health insurance, equity, perks, and stipends

Access 165+ AI-powered skills for chiropractors and chiropractic office staff. Use when: user asks about patient intake, SOAP notes, insurance billing, HIPAA compliance, appointment scheduling, clinical documentation, practice marketing, or any chiropractic office administration task.

Verifies provider credentials via NPI MCP, searches Medicare coverage policies via CMS Coverage MCP, and maps clinical evidence to policy criteria with MET/NOT_MET/INSUFFICIENT assessment, per-criterion confidence scoring, and documentation gap analysis.

Personal document management skill using Paperless-ngx. Use when: (1) Ingesting and filing new documents, (2) Searching for existing documents, (3) Applying tags and correspondents, (4) Managing retention policies, (5) Integrating documents with other personal workflows (tax prep, medical records, insurance claims). Tools: paperless-mcp for all document operations.

Review insurance coverage and find opportunities to optimize premiums and reduce gaps.

Search and retrieve information from the Altitude wealth management platform. Query individuals, households, accounts, trusts, valuations, holdings, liabilities, insurance policies, tangible assets, and entity relationships via the Altitude REST API. Use this skill whenever the user asks about client data, account balances, portfolio holdings, net worth, insurance coverage, debts, or any wealth management information stored in Altitude.

Access 161+ AI-powered skills for registered dietitians, nutritionists, and wellness coaches. Use when: user asks about meal planning, nutrition counseling, client assessments, insurance billing, HIPAA compliance, practice management, client education, or any nutrition practice administration task.

当用户需要咨询保单责任相关问题时使用此 skill。适用于责任条款解读、保障范围查询、免责条款解释等场景。

PolicyEngine API v2 - Next-generation microservices architecture with monorepo structure

ALWAYS LOAD THIS SKILL FIRST before writing any PolicyEngine-Canada code. Contains Canadian federal and provincial tax/benefit rules for household calculations. IMPORTANT: PolicyEngine-Canada does NOT have representative population microdata. Do NOT attempt microsimulation or population-level estimates for Canada. Only provide household-level analysis (single-family impacts, eligibility, benefit amounts). Triggers: "what would", "how much would a", "benefit be", "eligible for", "qualify for", "single parent", "married couple", "family of", "household of", "if they earn", "earning $", "making $", "calculate benefits", "calculate taxes", "benefit for a", "what would I get", "what is the maximum", "what is the rate", "income limit", "benefit amount", "maximum benefit", "compare provinces", "CCB", "Canada Child Benefit", "GST credit", "HST credit", "GST/HST", "OAS", "Old Age Security", "GIS", "Guaranteed Income Supplement", "CWB", "Canada Workers Benefit", "EI", "Employment Insurance", "CPP", "Canada Pension Plan

risk assessment matrix and analysis tool. assessment-analyst agent risk probability and impact systematicas assessmentto do when reference. 'risk matrix', 'probability impact analysis', 'risk score' request when usage. However, insurance total risk model scope outside.

Use this skill when the user mentions a named industry standard (BIAN, ISO 20022, FHIR, ACORD, TM Forum, etc.), when modelling a recognised industry domain (banking, payments, insurance, healthcare, telecoms, retail), or when populating the Reference column of any MD-DDL summary table. Also use when the user asks whether a concept already exists in a standard, or when two modelled concepts might map to the same standard object.

当用户需要进行保险欺诈风险筛查时使用此 skill。适用于投保欺诈识别、理赔欺诈预警、可疑行为分析等场景。

Instructions for managing CI pipelines, GitHub Actions workflows, Airflow DAGs, and automation scripts in the insurance analytics project.

Verify claims, quotes, timelines, and findings against supplied source files and return a source map with verified, conflicting, not found, and manual-review statuses. Use when the user asks to fact-check a memo, audit, timeline, executive summary, research packet, or project brief against PDFs, XML, HTML, notes, screenshots, exported chat logs, or other supplied files before sending, publishing, or relying on the result.

当用户需要协助理赔沟通时使用此 skill。适用于理赔申请指导、与保险公司沟通话术、理赔异议处理等场景。

crisis situation occurrence when situationidentify, messagestrategy, press release, Q&A, monitoringto agent team to integration crisis package Korean creation Full pipeline. 'crisis response', 'crisis communication', 'press release writing', 'crisismanagement', 'crisis management', 'grade response', ' response', 'basisspecialist preparation', 'official document', 'crisis strategy', 'companydocument writing', ' response', 'data response', 'companycase company response' etc. crisis situation communication before skill usage. crisis type degree also crisis response framework provide. However, actual rate specialistdocument, insurance , company/company versus, actualtime SNS monitoring API annual is outside this skill's scope.

Claim value trending and replacement cost tracking. Triggers: "claim value trending", "replacement cost tracking", "vehicle depreciation for claims", "residual value for insurance", "how fast is the insured vehicle losing value", "pre-loss value trajectory", "depreciation rate for settlement", "value retention for claims", "depreciation curve for total loss", "diminished value over time", "claim reserve adjustment", "portfolio depreciation exposure", "fleet depreciation risk", tracking vehicle depreciation for insurance claims valuation, replacement cost estimation, settlement trending, or reserve adequacy assessment.

MCP skill for IGW (InsurGateway) error management — list, analyze, report, and manage insurance integration errors across test and production environments. Invoke whenever user asks about IGW errors, insurance gateway issues, success rates, or error reports.

Страховой агрегатор: архитектура, калькуляторы, адаптеры СК, CRM, лояльность, реферальная программа. Обучен на InsSmart, Sravni Labs, Polis.Online, Pampadu. Use when: страхование, ОСАГО, КАСКО, ВЗР, ипотечное, агрегатор, калькулятор, котировки, страховой агент, полис, СК, комиссия.

当需要撰写保险产品介绍、营销材料、客户教育内容时使用。触发场景：保险产品文案、营销邮件、科普文章、社媒内容。当用户提到"保险文案"、"保险营销"、"保险科普"、"insurance content"时应触发此技能。

US Insurance Specialist for life, disability, long-term care, and annuity planning. Conducts needs analysis, compares policy types (term, whole life, universal, variable), explains underwriting classes, recommends benefit amounts and riders, analyzes disability income protection (own occupation vs any occupation), evaluates long-term care costs and hybrid policies, and structures annuities (immediate, deferred, fixed, variable) for retirement income. Use for insurance needs calculations, policy comparisons, or state insurance regulation compliance.

Analyze mental health clinic and therapy practice software including appointment scheduling optimization with no-show backfill, therapist-client matching algorithms (specialization, modality, caseload balance), session documentation workflows (SOAP, DAP, BIRP templates), crisis detection and safety plan management (C-SSRS, PHQ-9 Item 9 flagging), insurance claims processing (CPT 90834/90837/90847), sliding scale fee management, waitlist intelligence, and measurement-based care outcome tracking (PHQ-9, GAD-7, PCL-5, OQ-45).

Best practices for servicing life insurance policyholder requests. Use when handling customer inquiries, processing service transactions, or communicating with policyholders and agents. Covers call handling, verification, communication standards, and common service scenarios.

Review this monorepo for cross-package consistency, interface compatibility, event stability, and configuration alignment. Use when validating that oracle, insurance consumer, policy engine, vault, workflows, and frontend remain synchronized.

Use when a user needs to find a doctor, dentist, specialist, therapist, or healthcare provider — especially when they mention insurance, in-network, availability, location, appointments, or booking. Also use for browsing provider reviews, comparing doctors by specialty, or checking if a provider takes their insurance.

Route new policy briefing, policy update, regulatory update deck, regulatory change deck, compliance change summary, legal update deck, or legal/product policy presentation requests here before generic AIPPT. Use this whenever the user wants a new policy interpretation deck with timelines, impacts, risks, and recommended actions. Do not use this scene pack for email memos, FAQ-only outputs, compliance copy polishing, or non-deck legal writing.

Audits Solidity liquidation mechanisms for denial of service vulnerabilities including unbounded loops over positions causing out-of-gas reverts, data structure corruption preventing liquidation, front-running to block liquidation via nonce changes or self-liquidation, pending withdrawals forcing reverts, malicious ERC721/ERC20 callback reverts, collateral in external vaults not seized, insufficient insurance fund blocking liquidation, fixed bonus exceeding available collateral, incorrect decimal handling, conflicting nonReentrant modifiers, zero value transfer reverts, token deny list issues, and single borrower edge cases

当用户需要检查理赔材料是否齐全时使用此 skill。适用于理赔申请前材料预审、缺失材料提醒、材料规范性检查等场景。

当用户需要分析家庭或个人保障缺口时使用此 skill。适用于保障现状盘点、需求测算、缺口识别、配置建议等场景。

Triage long email threads for an insurance context, identify the most recent actionable message, extract key context, infer intent (e.g., missing documents, follow-up/reminder, payment, status), and decide whether to reply or take further action.

用于信托领域财富与家族信托中的保险金信托匹配助手场景。支持结构化输入处理、规则分析与Markdown结果输出。

Navigate Israeli National Insurance (Bituach Leumi) benefits, eligibility, and contributions. Use when user asks about "bituach leumi", national insurance, retirement pension (kiztavat zikna), unemployment (dmei avtala), maternity leave (dmei leida), child allowance (kiztavat yeladim), disability benefits, work injury, reserve duty compensation, or NI contributions. Covers all 15+ Bituach Leumi programs. Do NOT use for private insurance or health fund (kupat cholim) questions.

Perform a loss reserve analysis on P&C insurance loss development triangles. Use this skill whenever the user uploads loss triangles (paid or incurred), Schedule P data, or asks about reserve adequacy, reserve sufficiency, IBNR estimation, loss development analysis, loss reserve review, or ultimate loss projections. Also trigger when the user mentions chain ladder, Bornhuetter-Ferguson, Cape Cod, loss development factors, tail factors, or actuarial reserving methods. This skill reads triangles from Excel or CSV, runs multiple standard actuarial methods, diagnoses unusual patterns, and produces a formatted Excel report with exhibits. Even if the user just says 'check my reserves', 'run development on this triangle', or 'analyze my loss reserves', use this skill.

Organize, track, and value a trading card game collection. Covers inventory methods, storage best practices, grade-based valuation, want-list management, and collection analytics for Pokemon, MTG, Flesh and Blood, and Kayou cards. Use when starting a new collection and setting up inventory tracking, cataloging an existing collection that has grown beyond casual knowledge, valuing a collection for insurance or sale, or deciding which cards to submit for professional grading based on value potential.

Detects and redacts personally identifiable information from documents and agent outputs. Identifies names, addresses, email addresses, phone numbers, national insurance numbers, passport details, bank account numbers, and other PII categories with configurable redaction styles and audit logging for GDPR compliance.

UK Protection Specialist for life insurance, critical illness, income protection, and trust planning. Conducts needs analysis calculating sum assured for income replacement and debt coverage, compares provider policies and definitions, navigates underwriting and medical disclosure, and recommends discretionary or absolute trust structures. Use for protection needs calculations, comparing life insurance quotes, selecting critical illness definitions, advising on income protection waiting and benefit periods, keyman insurance, or setting up trusts for policies.

Senior software engineer at UnitedHealth Group with deep expertise in healthcare technology, claims processing, and health data analytics. Use when architecting healthcare systems, processing claims at scale, building HIPAA-compliant solutions, or optimizing health data pipelines. Use when: healthcare-engineering, claims-processing, health-data-analytics, Optum-technology,

Dispute resolution, forensic investigation, and risk assessment for autonomous AI agent transactions. Reconstruct provenance chains, adjudicate fault, generate actuarial risk profiles for agent insurance. The accountability layer of the Agent Trust Stack.

Fast Instagram lead generation using Brave Search API. Scrapes 100+ insurance agent leads from Instagram via Google search results. Use when user wants quick lead volume via Brave search method, needs 100+ leads fast, or says 'brave instagram', 'brave search leads', 'get 100 leads', or wants high-volume lead generation without browser automation.

Validates certificates of insurance against lease and contract requirements. Compares coverage types, limits, endorsements, and expiration dates field-by-field, flags deficiencies, and generates cure notices.

Review a draft contract for scope, term, payment, indemnity, insurance, records, termination, and operational red flags.

Ensures correct tariff, package, insurance, co-pay, discount, tax & claim logic in HIMS billing module.

Use when fixing HustleXP revenue collection bugs including Stripe platform fee not being collected (application_fee_amount missing), escrow fee miscalculation using task.price instead of escrow.amount, self-insurance pool never funded, tip platform cut absent, subscription renewal revenue not logged, or XP tax path unreachable. Covers all platform fee issues and financial invariant checks.

Health insurance planning for Indian families — Section 80D optimization, family floater vs individual, super top-up strategy, parents' coverage, critical illness, corporate cover limitations, and IRDAI portability. Triggers on 'health insurance', '80D', 'mediclaim', 'family floater', 'super top-up', 'health cover', 'parents health insurance', 'medical insurance', or 'health insurance for family'.

Analyze, draft, and review Insurance clauses for Construction contracts. Use when the user mentions insurance clause, coverage requirements, construction insurance, or asks to review, redline, or generate this clause type. Returns structured risk assessment, plain-language summary, and suggested alternative language.

Insurance program review, coverage adequacy testing, contractor insurance verification, builder's risk/OCIP/CCIP evaluation, and property tax escrow management for AM, PM, and Development.

Routes Islamic finance queries to the correct product skill and jurisdiction overlay. Activate for any query involving Islamic banking, AAOIFI, Shariah- compliant finance, sukuk, takaful, murabaha, ijarah, musharaka, mudaraba, salam, istisna'a, zakat, or Shariah screening. Covers 20 jurisdictions across 3 accounting regimes (AAOIFI-primary, IFRS with Islamic guidance, local standards).

Expert Life Valuation Actuary skill for calculating present value of life insurance and annuities using standard decrement models (Mortality & Interest).

Insurance risk assessment market intelligence. Triggers: "claims market trends", "risk assessment trends", "total loss frequency trends", "replacement cost trends", "which vehicles are losing value fastest for claims", "EV vs gas claims exposure", "regional claims cost differences", "market report for underwriting", "depreciation rankings for insurance", "settlement trend analysis", "what's happening in the auto market for insurers", "claims cost forecast", "which segments have the highest total-loss risk", "fleet insurance risk", data-driven market intelligence for insurance risk assessment, underwriting decisions, claims cost forecasting, or portfolio exposure analysis.

当用户需要办理保单保全业务时使用此 skill。适用于信息变更、受益人变更、缴费方式变更、保单贷款、退保等保全业务指导。