insurance-agent-product-wiki

What problem does it solve?

This Skill helps insurance agents avoid manually整理条款和费率、难以把产品讲清楚的问题 by turning uploaded insurance documents into structured insurance product pages and ready-to-use sales talk tracks.

Core Features & Use Cases

• Product Wiki Ingestion: Upload product documents (PDF/Word/PPT/images/text) to automatically extract content and generate a product knowledge page with core structure (overview, coverage responsibilities, underwriting rules, differentiators, related products).
• Sales Script Generation: Produce stage-based sales scripts and objection-handling guidance aligned with the generated Wiki content.
• Query, Role-Play, and Script Recommendation: Answer insurance product questions from the local product Wiki/knowledge base, run scenario-based sales role-play with点评与评分, and recommend scripts when users specify product + customer profile + dialogue stage.
• Reliability Guardrails: Enforces “no fabrication” and “must mark sources” constraints, and supports MCP tool calls for product info/clause retrieval and product search when available.

Quick Start

Upload a重疾险条款文档 (PDF/Word/图片) and ask the Skill to run in 产品入库 mode to generate the product Wiki page and the sales scripts.