insurance-coverage-review-worksheet
CommunityTurn policies into a complete coverage review worksheet.
Legal & Compliance#insurance#confidentiality#worksheet#renewal dates#policy audit#coverage review#structured interviews
Authorterraleiloa
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Family offices need a reliable way to inventory all insurance policies, spot coverage gaps, and plan renewals across many types of coverage without losing critical details.
Core Features & Use Cases
- Coverage inventory worksheet: Produces a single consolidated markdown worksheet covering health, life, property, auto/marine, liability, umbrella, and casualty.
- Renewal and gap capture: Collects advisor inputs needed to identify what is in force, what is missing, and which renewal dates are near term.
- Structured interview output: Writes an interview.json that captures every input for auditing, downstream rendering, and execution-pipeline handling.
Quick Start
Use the insurance-coverage-review-worksheet skill to generate an Insurance Coverage Review Worksheet for the family office by providing your coverage types in scope, carriers in force, known gaps, near-term renewal dates, and the primary broker relationship.
Dependency Matrix
Required Modules
requestspsycopg[binary]snowflake-connector-python
Components
scriptsreferences
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: insurance-coverage-review-worksheet Download link: https://github.com/terraleiloa/seren-skills/archive/main.zip#insurance-coverage-review-worksheet Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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