insurance-agent-plan-generator

What problem does it solve?

This Skill removes the manual burden of turning customer profiling, gap analysis, and product recommendations into a polished, compliant insurance plan document. It helps agents quickly produce professional Word (.docx) plans that are structured, consistent, and ready for review.

Core Features & Use Cases

• Insurance plan generation to Word (.docx): Produces a full multi-section plan including cover, needs analysis, gap analysis, product recommendations, benefit demonstrations, budget summary, compliance statements, and agent info.
• Supports 3 input modes: Skill联动, manual data entry via widgets, or file import using JSON input.
• Two-plan comparison option: Generates plan A and optional plan B with objective tabular comparison and both versions’ budgets.
• Benefit demo + compliance guardrails: Generates benefit tables using internal calculation logic and enforces non-guaranteed labeling and prohibited wording rules.

Quick Start

Ask the AI to generate a customized insurance plan using the customer profile and recommended products, and output a Word plan document with cover, gap analysis, product recommendations, benefit demonstrations, budget summary, compliance, and agent information.