refocus-ai-insurance-tools

Use this skill when a personal lines insurance agent needs to turn quote packages, declarations pages, renewal offers, or advisor preferences into a polished, E&O-conscious client proposal. Supports narrative output, structured JSON, and PowerPoint/presentation output. Triggers on phrases like "create a client proposal," "build a PowerPoint proposal," "renewal review proposal," "compare carrier quotes for a client," or any upload of personal lines quote documents paired with a proposal request.

Use this skill whenever a user uploads two insurance quotes, proposals, bindable quotes, applications, or policies for the same insured and asks why the premiums differ, which is correct, which to bind, or how they compare. Triggers on phrases like "compare these quotes," "why is the premium different," "Intelliagent vs producer quote," "which quote is right," or any upload of two insurance documents paired with a comparison or discrepancy question. Always use this skill when two insurance documents are present and a comparison is needed, even if the user does not explicitly ask for a structured review.