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E&O exposure tracking for insurance agencies v1.0.0

Use this resource to design E&O exposure tracking for an insurance agency

New

  • 350 downloads
  • 178 likes
  • 158 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install insurance-eo-tracking

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 designs the components of the system: interaction documentation, coverage gap tracking, renewal follow-ups, certificates, complaints and staff training. You get a traceable process specification.

Mostly picked by

Updated November 2, 2026

Card for the “E&O exposure tracking for insurance agencies” skill

Details

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

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What you get

  • SKILL.md: client interaction documentation and coverage gap tracking
  • SKILL.md: renewal follow-ups, certificates, complaints and staff training

Good fit for

  • Your agency wants to show it advised a client properly
  • You need to track the certificates you issue

Not for

    Tags

    • insurance
    • e&o
    • compliance
    • client tracking
    • agency

    About

    You say

    “Design our agency's E&O tracking: client interactions, coverage gaps and certificates.”

    Card for the “E&O exposure tracking for insurance agencies” 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 design E&O exposure tracking for an insurance agency
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md12.6 KB

    Origin and licence

    Listed unmodified

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

    Notice

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

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