insurance-agent-customer-profiling

What problem does it solve?

This Skill helps insurance agents analyze a customer’s full profile from policy, claims, and interaction data to produce a structured 360° report, including dynamic tags, coverage-gap analysis, lifecycle stage, and sales follow-up strategy.

Core Features & Use Cases

• Six-Dimension Customer Tagging: Generates dynamic labels covering basic attributes, coverage status, risk preference, lifecycle stage, interaction behavior, and intent level.
• Coverage Gap Matrix (Five Dimensions): Computes reference gaps for life insurance, critical illness, medical, accidental, and retirement reserves to guide what to focus on first.
• Sales Strategy & Follow-up Plan: Provides intention-aligned outreach timing, prioritized focus, and follow-up schedule to support compliant, human-validated advice.
• Use Case: Before a client meeting, quickly produce a customer card plus a “what to do next” plan using the customer’s existing policies and recent interactions.

Quick Start

Ask the agent to analyze the customer “张伟” using Demo mode and output the full 360° customer profile report.