insurance-underwriting-follow-up-outreach

What problem does it solve?

This Skill helps insurance teams proactively follow up with customers after underwriting delivery by generating appropriate outreach scripts and accurately labeling customer intent based on their feedback.

Core Features & Use Cases

• 主动回访与联系执行：支持电话拨打与短信/微信消息发送，并根据事由生成对应话术与跟进节奏。
• 客户意图识别：从通话/回复中识别确认、咨询、投诉、退保、加保与无响应等意图，给出相应处理建议。
• 结构化回访报告输出：输出回访摘要、沟通记录脱敏要点、意图分析依据、风险提示（退保/投诉）与后续建议，便于归档与合规审计。
• Use Case：核保后送达回访、客户关怀跟进、续期提醒与客户意图识别（确认/咨询/投诉/退保/加保）。

Quick Start

Ask the AI to conduct a follow-up outreach for a customer delivery case, then request it to generate the call or message content, identify the customer’s intent from their reply, and produce a structured follow-up report.