FDU-INS/Insurance-Skills - Page 8

insurance-testing

Detailed testing standards for persistence, service, and controller layers

insurance-underwriter

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insurance-underwriting-claims

ウェアラブルやドライブレコーダーのデータから個人のリスクを瞬時に算定し、保険料の決定と支払いを自動化するスキル。

Source text: Japanese

insurance-weekly-report

华安保险车险周报自动生成器（麦肯锡风格）。将周度车险数据（支持Excel/CSV/JSON/DuckDB）转化为12-13页董事会级经营分析报告。采用问题导向标题、16:9宽屏、四象限/气泡图可视化、深红#a02724配色。报告结构：经营概览、保费进度、变动成本、损失暴露、费用支出，每个章节分机构和分客户类别双维度分析。支持自定义阈值配置和保费计划。触发场景：用户上传车险周报数据文件（.xlsx/.csv/.json/.db），要求生成董事会汇报PPT。

Source text: Chinese

insurance-workflow-automation

Automate insurance workflows. TRIGGERS - Use when user needs help with insurance-workflow-automation related tasks.

insurancetasksai

Access 162+ AI-powered skills for insurance agents, brokers, and claims adjusters. Use when: user asks about policy renewals, claims processing, underwriting, client onboarding, producer licensing, compliance, agency administration, or any insurance practice…

insurvas-ui

Expert-level Frontend UI generation based on the specific 'Insurvas' design system (Green theme). Enforces pixel-perfect consistency, spacing, card alignment, and micro-animations using React, Tailwind CSS, and shadcn/ui. Use when building UI components for…

intake

Read sources on a foreign system, translate claims into Natural Framework terminology, and stream each into Synopsis for filing. Fan-out on thin sources. Elicit human judgment on ambiguous mappings.

invasive-testing-consent-letter

Drafts a Phase II invasive testing consent letter that limits scope, locations, timing, data control, restoration, security, and risk allocation under an existing access, due diligence, or purchase and sale agreement. Use this skill when a counterparty…

islamic-finance-router

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…

israeli-arnona-optimizer

Calculate municipal property tax (arnona) for Israeli properties, check discount eligibility, and draft appeal letters to arnona committees. Use when a user needs to estimate arnona payments by municipality, zone, and property usage type, verify eligibility…

israeli-bituach-leumi

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…

israeli-bookkeeping-automation

Generate proper double-entry journal entries (pkudat yoman) for common Israeli business transactions including payroll with all statutory components, VAT handling, asset depreciation, and revenue recognition. Use when you need to create accurate bookkeeping…

israeli-gov-form-automator

Automate Israeli government form filling via Playwright browser automation and PDF population. Prevents hours of manual form filling and data entry errors on government portals. Use when user asks about filling government forms, "tofes" (form), "milui tfasim"…

israeli-insurance-comparator

Compare car insurance (mandatory hova, comprehensive makif, third-party), home insurance, and health supplementary insurance across 20+ Israeli insurers using official government calculators and private comparison platforms. Use when a user needs to find the…

israeli-payroll-calculator

Calculate Israeli payroll including income tax, Bituach Leumi (National Insurance), health tax, pension contributions, and net salary. Use when user asks to calculate salary, "tlush maskoret", payroll deductions, "bruto to neto", employer cost, tax credits…

israeli-pension-advisor

Navigate the Israeli pension and savings system including pension funds (keren pensia), manager's insurance (bituach menahalim), training funds (keren hishtalmut), and retirement planning. Use when user asks about Israeli pension, "pensia", "keren…

israeli-vehicle-manager

Manage vehicle ownership in Israel: annual test (test/טסט), registration renewal (chidush rishayon rechev), used car purchase checks, insurance requirements, and transfer of ownership. Use when a user asks about their vehicle test date, how to renew their car…

israeli-war-damage-claims

Guide users through filing property damage claims from rocket attacks and hostilities in Israel: documenting damage, filing with the Tax Authority Compensation Fund (Keren Pitzuim), home contents insurance claims, assessor visits, and appeals. Use when user…

ksb-d15-k0006

Real-World Data Sources: Knowledge of electronic health records, insurance claims databases, patient registries, and healthca...

landed-cost

Calculate the complete landed cost of importing a product — from factory to warehouse door. Covers duty, taxes, fees, freight, insurance, brokerage, and entry type selection. Use when someone asks about import costs, duty rates, tariffs, "how much will it…

lease-compliance-auditor

Expert in lease compliance monitoring and obligation tracking. Use when auditing insurance requirements, verifying environmental compliance, checking use clause adherence, or monitoring covenant compliance. Key terms include insurance audit, CGL requirements,…

lease-compliance

Audit commercial lease compliance systems -- CAM reconciliation accuracy (pro-rata share, caps, admin fees), lease abstraction completeness, critical date tracking and deadline alerting, clause compliance monitoring (insurance certificates, permitted use,…

legal-letter

Drafts professional legal letters for personal injury litigation including settlement demands, cease-and-desist, notice letters, and response correspondence. Tailors tone by recipient type. Use when drafting demand letters, pre-suit correspondence, insurance…

lemonade

AI-powered insurance for renters, homeowners, pet, and life coverage.

lien-resolution-summary

Generates a structured internal lien resolution summary for personal injury settlement cases. Triggers when resolving liens post-settlement, preparing settlement distribution statements, or auditing lien payoffs across health insurance subrogation,…

life-admin

S3 Operations — Life logistics and admin staff for Tory Owens. Handles recurring tasks, document management, VA tracking, Guard administration, vehicle management, insurance, subscriptions, and any admin that falls through the cracks. Triggers on: "Admin…

life-insurance-contract-cancel

既存の生命保険契約を解約する。解約前に代替プランの提案も行う。

Source text: Japanese

life-insurance-contract-create

受取人情報を含む新規の生命保険契約を contracts.csv に登録する。

Source text: Japanese

life-insurance-quote

性別・健康状態に応じた保険料を算出し、生命保険の正式見積もりを作成する。

Source text: Japanese

life-insurance-recommendation

顧客のライフステージ・年収・既存契約に基づき、最適な生命保険プランを提案する。

Source text: Japanese

life-valuation-actuary

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

liv2-actuarial

Use when working on Liv2 actuarial assignments in R, mortality modeling, simulation paths, or pricing tasks.

llc-ops

Expert LLC operations management for ID8Labs LLC (Florida single-member LLC). 9 specialized agents providing PhD-level expertise in compliance, tax strategy, asset protection, and business operations. Triggers on keywords like LLC, taxes, expenses, annual…

loading-insurance-data

加载并预处理保险保单周度数据，支持智能周期检测、多周数据加载、数据验证和清洗。在开始任何保险数据分析任务时使用。

Source text: Chinese

loss-reserve-analysis

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…

loss-run-report

Prepare loss run report requests and analysis for renewals. TRIGGERS - Use when user needs help with loss-run-report related tasks.

m62-altitude-api

Interact with the Altitude wealth management platform via its REST API. Query, create, update, and manage entities — individuals, households, accounts, trusts, insurance policies, liabilities, tangible assets, positions, documents, workflows, and more. Uses…

m62-altitude-onboarding

Extract entity data from household document folders (PDFs, Word docs, images, spreadsheets) and update the Altitude (Altcore) platform via API. Queries Altitude first to find existing households and their universe of entities (Individuals, LegalEntities,…

m62-altitude-search

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…