insurance-procurement-framework

What problem does it solve?

This skill helps family offices structure a rigorous insurance procurement process when you need to acquire new coverage, by capturing what to hedge, defining the broker RFP expectations, and assembling a clear policy-terms checklist.

Core Features & Use Cases

• Procurement framework creation: Produces a named deliverable that organizes coverage goals, evaluation criteria, and broker RFP structure.
• Structured advisor interview: Collects only the minimum inputs needed to personalize the framework (coverage goal, exposure size, broker candidates, key policy terms, target premium range).
• Execution outputs: Writes a markdown artifact plus structured interview data (artifact.md, interview.json, manifest.json) to a timestamped local artifacts directory.
• Optional integrations: Optionally writes memory entries (via psycopg), and can push artifacts or follow-ups to SharePoint, Asana, Snowflake, Outlook email, Gmail, and Google Calendar via the Seren API gateway when configured.

Quick Start

Use the Insurance Procurement Framework skill to generate an "Insurance Procurement Framework" artifact by answering the prompts for coverage goal, exposure size, broker candidates, key policy terms, and target premium range.