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Insurance producer and agent portal v1.0.0

Use this resource to specify a self-service portal for insurance agents and brokers

New

  • 437 downloads
  • 203 likes
  • 242 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install insurance-producer-portal

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 defines access profiles, submissions, policy management, the document library and the commission dashboard. You get a functional specification and the integration needs with the agency management system.

Mostly picked by

Updated November 2, 2026

Card for the “Insurance producer and agent portal” skill

Details

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

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What you get

  • SKILL.md: access profiles and business submission
  • SKILL.md: policy management, document library and commissions
  • SKILL.md: notifications and integration requirements

Good fit for

  • Your agents keep asking you for the status of their files
  • You want a portal where agents can check their commissions

Not for

    Tags

    • insurance
    • portal
    • agents
    • commissions

    About

    You say

    “Specify the agent portal for our agency: submissions, policy tracking, documents and commissions.”

    Card for the “Insurance producer and agent portal” 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 specify a self-service portal for insurance agents and brokers
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md9.8 KB

    Origin and licence

    Listed unmodified

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

    Notice

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

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