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Underwriting and endorsement workflow v1.0.0

Use this resource to design the underwriting and endorsement workflow of an insurance agency

New

  • 575 downloads
  • 149 likes
  • 123 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install insurance-policy-workflow

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 describes the steps from intake to issuance, with routing to underwriting, quote generation and mid-term changes. You get a workflow specification ready for automation.

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Updated November 2, 2026

Card for the “Underwriting and endorsement workflow” skill

Details

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

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What you get

  • SKILL.md: intake, underwriting routing and quote generation
  • SKILL.md: bind, policy issuance and delivery
  • SKILL.md: mid-term endorsement workflow

Good fit for

  • Your agency receives requests that travel by email
  • You want to shorten the time from quote to binding

Not for

    Tags

    • insurance
    • underwriting
    • endorsement
    • workflow

    About

    You say

    “Describe the auto underwriting workflow for our agency, from quote to issuance and endorsements.”

    Card for the “Underwriting and endorsement workflow” 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 the underwriting and endorsement workflow of an insurance agency
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md9.5 KB

    Origin and licence

    Listed unmodified

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

    Notice

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

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