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Insurance agency compliance checklist v1.0.0

Use this resource to check an insurance agency's compliance by regulatory domain

New

  • 588 downloads
  • 189 likes
  • 232 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install insurance-agency-compliance-checklist

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent walks through the checklist by domain: producer licensing, surplus lines, client disclosure, privacy, claims handling and record retention. Each requirement is tied to its regulatory reference. You get a checklist to complete.

Mostly picked by

Updated November 2, 2026

Card for the “Insurance agency compliance checklist” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: producer licensing and surplus lines
  • SKILL.md: client disclosure, privacy and claims handling
  • SKILL.md: record retention and output format

Good fit for

  • Your agency is entering a new state
  • You are preparing a compliance review of your operations

Not for

    Tags

    • insurance
    • compliance
    • regulation
    • agency

    About

    You say

    “Check our auto underwriting process against licensing and client disclosure rules.”

    Card for the “Insurance agency compliance checklist” skill

    Skill published by thelobbi under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to check an insurance agency's compliance by regulatory domain
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md10.8 KB

    Origin and licence

    Listed unmodified

    Author
    thelobbi
    Source
    github.com/thelobbi/claude/tree/f971cbfa27f0d1cd9d885bb9ae0f325dbe90dc27/plugins/lobbi-insurance-domain/skills/insurance-compliance
    Licence
    MIT

    Notice

    « insurance-compliance » (thelobbi, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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