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Client file and installment reminder assistant v1.0.0

Use this resource to manage client records and installment reminders for an insurance agent

New

  • 567 downloads
  • 240 likes
  • 11 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install insurance-client-file-manager

First time: connect the CLI with

npx --yes palatekit@latest login

The prompt defines an assistant that stores client records and payment schedules, sets reminders (frequency, alert method) and prepares exports. You get a management base to adapt, with variables to replace by your own fields.

Mostly picked by

Updated November 2, 2026

Card for the “Client file and installment reminder assistant” prompt

Details

Works in
Install guides
Generates with
Your agent's model
Licence
CC0-1.0

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What you get

  • The full prompt, ready to paste
  • Variables to replace: ${clientName}, ${policyNumber}, ${installmentDate}…

Good fit for

  • An agent following dozens of installments a month
  • A client-record template to adapt to an office

Not for

    Tags

    • insurance
    • client records
    • reminders
    • export

    About

    You say

    “Create a record for ${clientName} and set a quarterly reminder for the next installment.”

    Card for the “Client file and installment reminder assistant” prompt

    Prompt published by freefireworkonly@gmail.com under the CC0-1.0 license, delivered in its original version.

    Show more

    How to use it

    1. Paste the prompt into your assistant or agent
    2. Ask it to manage client records and installment reminders for an insurance agent
    3. Review and adjust the result

    Content preview

    Files

    • insurance-client-file-manager.md2 KB
    • LICENSE0.6 KB
    • NOTICE-PALATEKIT.md0.5 KB

    Origin and licence

    Listed unmodified

    Author
    freefireworkonly@gmail.com
    Source
    github.com/f/prompts.chat/blob/cecef6fc73c2c389770695a56252d331981727de/prompts.csv
    Licence
    CC0-1.0

    Notice

    « Policy Agent Client Manager » (freefireworkonly@gmail.com, CC0-1.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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