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Insurance renewal workflow design v1.0.0

Use this resource to design automated insurance renewals

New

  • 333 downloads
  • 153 likes
  • 202 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install insurance-renewal-automation

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 outlines the renewal pipeline: expiry monitoring, a retention scoring model, outreach sequences, quote generation, message templates and exception handling. You get a full specification aimed at reducing lapses.

Mostly picked by

Updated November 2, 2026

Card for the “Insurance renewal workflow design” skill

Details

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

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What you get

  • SKILL.md: pipeline architecture by days before expiry
  • SKILL.md: retention scoring model and outreach sequences
  • SKILL.md: quotes, message templates and exception handling

Good fit for

  • You manage a book of insurance policies due for renewal
  • Your lapse rate at expiry is too high

Not for

    Tags

    • insurance
    • renewal
    • retention
    • outreach

    About

    You say

    “Design my agency's renewal workflow: outreach 90 days before expiry and a retention score.”

    Card for the “Insurance renewal workflow design” 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 automated insurance renewals
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md11.9 KB

    Origin and licence

    Listed unmodified

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

    Notice

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

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