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insurance-weekly-report

Transform weekly insurance data into KPI-aligned McKinsey-style PPT reports.

2|Updated Nov 2, 2025
Search Tags:#data visualization#business intelligence#weekly report#McKinsey style#insurance report#PPT automation#KPI analysis#car insurance
One-click install
npx skills add https://github.com/alongor666/chexianduoweifenxi --skill insurance-weekly-report
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: insurance-weekly-report
Source: https://github.com/alongor666/chexianduoweifenxi/tree/main/.claude/skills/insurance-weekly-report
Command: npx skills add https://github.com/alongor666/chexianduoweifenxi --skill insurance-weekly-report

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires pandas, numpy, python-pptx, matplotlib, openpyxl, duckdb, and includes scripts (resource) and references (resource) and assets (resource) components.

What problem does it solve?

This Skill eliminates the manual, time-consuming process of creating detailed, board-level insurance weekly reports. It transforms raw data into a professional, McKinsey-style presentation, ensuring consistency, accuracy, and significant time savings for analysts and management.

Core Features & Use Cases

  • Automated PPT Generation: Converts weekly car insurance data (Excel, CSV, JSON, DuckDB) into a 12-13 page, structured PowerPoint report.
  • McKinsey-Style Visuals: Features problem-oriented titles, 16:9 widescreen format, quadrant and bubble charts, and a specific deep red color scheme.
  • Dual-Dimension Analysis: Provides insights segmented by both organizational branch and customer category for comprehensive business review.
  • Smart Data Handling: Automatically recognizes and aggregates detailed policy data, eliminating the need for manual pre-processing.
  • Use Case: An insurance executive needs a comprehensive weekly report for a board meeting. Instead of spending hours compiling data and designing slides, they upload a raw data file, and this skill generates a polished, analytical PPT in minutes, ready for presentation.

Quick Start

Generate the weekly report for week 49 using the attached 'car_insurance_data.xlsx' file.

Frequently Asked Questions about insurance-weekly-report

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate weekly insurance report generation from Excel or CSV data?▼

Automate weekly insurance report generation by uploading Excel, CSV, JSON, or DuckDB data files to this Skill. It automatically recognizes and aggregates policy data, performs multi-dimensional analysis by branch and customer category, computes KPIs, and renders a presentation-ready 12–13 page McKinsey-style PowerPoint in minutes without manual pre-processing.

Can this tool handle both Chinese and English field names in insurance data?▼

Yes, this Skill accommodates both Chinese- and English-field data with automatic field mapping. It recognizes data across multiple input formats and applies configurable mapping rules from field_mappings.json, eliminating the need to standardize or pre-process multilingual datasets before report generation.

What makes a McKinsey-style report different from a standard business report?▼

McKinsey-style reports feature problem-oriented titles, 16:9 widescreen format, quadrant and bubble charts, and a specific deep red color scheme designed for executive audiences. This Skill applies these conventions automatically to insurance data visualizations, ensuring board-level presentation quality without manual design work.

How does this Skill flag data anomalies in insurance KPI analysis?▼

This Skill computes derived KPIs using configurable threshold rules and automatically flags anomalies during multi-dimensional aggregation. Thresholds are defined in references/field_mappings.json, allowing you to customize which metric deviations trigger alerts in the final executive report.

Does this work with data from multiple insurance branches in one report?▼

Yes, this Skill is built for dual-dimension analysis. It segments insights by both organizational branch and customer category simultaneously, aggregating detailed policy data across multiple institutions into a single comprehensive weekly report for board-level review.

What data formats can I use as input for the insurance report?▼

Input data can be Excel, CSV, JSON, or DuckDB formats. The Skill automatically recognizes and processes each format without requiring pre-conversion, handles missing field mappings intelligently, and aggregates policy-level detail into executive summaries.

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