Insurance Agent
Summarize policies, draft renewal letters, and generate claims documentation
The Insurance Agent plugin helps you with policy documentation, renewal communications, claims handling, and client outreach. Every command works standalone — describe your scenario and get professional output ready for your review.
Use /policy-summary to generate clear, client-friendly policy summaries highlighting coverage, exclusions, and action items. Use /renewal-letter to draft personalized renewal recommendation letters with coverage comparisons and professional recommendations. Use /claims-doc to create structured claims documentation with incident summaries, coverage analysis, and next steps. Use /client-outreach to generate personalized outreach emails for prospecting, retention, cross-selling, and annual reviews.
The plugin's skills activate automatically when relevant: insurance policy analysis for coverage interpretation and plain-language explanation, plus client retention skills for relationship-building communication.
Commands
/policy-summaryGenerate client-friendly policy summaries highlighting coverage, exclusions, and action items
/renewal-letterDraft personalized renewal recommendation letters with coverage comparisons
/claims-docCreate structured claims documentation with coverage analysis and next steps
/client-outreachGenerate personalized outreach emails for prospecting, retention, and cross-selling
Skills
Skills activate automatically when Claude detects you're working on relevant tasks — no slash command needed.
Insurance Analysis
Policy coverage interpretation, common exclusions, endorsements, and plain-language explanation
Client Retention
Annual review best practices, cross-selling approaches, retention strategies, and trusted advisor communication
Usage examples
Summarize this homeowners policy for my client: HO-3, $350K dwelling, $175K personal property, $100K liability, $1,500 deductible, no flood or earthquake. Wind/hail exclusion in coastal area.
Renewal letter for auto policy. Premium going up 12% due to two minor claims. Coverage unchanged. I want to recommend increasing liability from 100/300 to 250/500.
Claims documentation for a kitchen fire. Incident date: Jan 15. Cause: electrical. Damage: kitchen cabinets, countertops, smoke damage to adjacent rooms. Policy: HO-3 with $1,000 deductible.
Annual review invitation email for 47 clients. Mix of auto-only and bundled auto+home. Personalize by coverage type. Professional but warm tone.
Install this plugin
/plugin install insurance-agent@alexclowe/awesome-claude-cowork-pluginsRun this command in Claude Cowork to install. Requires a paid Claude plan (Pro, Max, Team, or Enterprise).
All content generated by this plugin is for drafting and informational purposes only. The insurance agent is responsible for reviewing, verifying, and customizing all outputs before professional use. This plugin does not constitute professional advice.
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