Claude Skills by FDU-INS

Review personal insurance. TRIGGERS - Use when user needs help with insurance-review-personal related tasks.

Review business insurance coverage for adequacy. TRIGGERS - Use when user needs help with insurance-review related tasks.

Insurance program review, coverage adequacy testing, contractor insurance verification, builder's risk/OCIP/CCIP evaluation, and property tax escrow management for AM, PM, and Development.

Guide risk placement strategies. TRIGGERS - Use when user needs help with insurance-risk-placement related tasks.

保险行业对比分析工具。对比国内外保险市场、中外保险公司、不同险种发展。接入AkShare开源保险行业数据，支持实时数据获取和自动更新。适用于国际化研究、竞争分析。

Create social media strategies for insurance agencies. TRIGGERS - Use when user needs help with insurance-social-media related tasks.

保险偿付能力分析工具。分析保险公司偿付能力充足率、风险评级、监管要求。使用保险公司偿付能力报告、金融监管总局数据。适用于风险监测、合规分析。

US Insurance Specialist for life, disability, long-term care, and annuity planning. Conducts needs analysis, compares policy types (term, whole life, universal, variable), explains underwriting classes, recommends benefit amounts and riders, analyzes disability income protection (own occupation vs any occupation), evaluates long-term care costs and hybrid policies, and structures annuities (immediate, deferred, fixed, variable) for retirement income. Use for insurance needs calculations, poli...

Recommend technology stacks for modern insurance agencies. TRIGGERS - Use when user needs help with insurance-tech-stack related tasks.

Plan insurance technology adoption. TRIGGERS - Use when user needs help with insurance-technology-plan related tasks.

Detailed testing standards for persistence, service, and controller layers

用于信托领域财富与家族信托中的保险金信托匹配助手场景。支持结构化输入处理、规则分析与Markdown结果输出。

ウェアラブルやドライブレコーダーのデータから個人のリスクを瞬時に算定し、保険料の決定と支払いを自動化するスキル。

保险股估值分析工具。分析保险股PEV、PB、PE等估值指标，同业对比。使用AkShare行情数据、公司财报。适用于保险股投资决策。

Automate insurance workflows. TRIGGERS - Use when user needs help with insurance-workflow-automation related tasks.

Local-first insurance record organizer for tracking policies, renewals, claims logs, and related insurance records. Use when the user wants to store policy details, list recorded policies, track renewal dates, log claim events, or summarize insurance records. NEVER provides insurance advice, recommends coverage amounts, or facilitates policy purchases.

Access 162+ AI-powered skills for insurance agents, brokers, and claims adjusters. Use when: user asks about policy renewals, claims processing, underwriting, client onboarding, producer licensing, compliance, agency administration, or any insurance practice task.

Expert-level Frontend UI generation based on the specific 'Insurvas' design system (Green theme). Enforces pixel-perfect consistency, spacing, card alignment, and micro-animations using React, Tailwind CSS, and shadcn/ui. Use when building UI components for the Insurvas insurance CRM, applying green theme styling, or implementing data-dense dashboards with forest green color palette.

Read sources on a foreign system, translate claims into Natural Framework terminology, and stream each into Synopsis for filing. Fan-out on thin sources. Elicit human judgment on ambiguous mappings.

Drafts a Phase II invasive testing consent letter that limits scope, locations, timing, data control, restoration, security, and risk allocation under an existing access, due diligence, or purchase and sale agreement. Use this skill when a counterparty requests soil borings, test pits, groundwater wells, soil vapor sampling, or other intrusive ESA activities. Trigger on keywords including "Phase II," "invasive testing," "environmental site assessment," "ESA," "borings," "test pits," "monitori...

Routes Islamic finance queries to the correct product skill and jurisdiction overlay. Activate for any query involving Islamic banking, AAOIFI, Shariah- compliant finance, sukuk, takaful, murabaha, ijarah, musharaka, mudaraba, salam, istisna'a, zakat, or Shariah screening. Covers 20 jurisdictions across 3 accounting regimes (AAOIFI-primary, IFRS with Islamic guidance, local standards).

Calculate municipal property tax (arnona) for Israeli properties, check discount eligibility, and draft appeal letters to arnona committees. Use when a user needs to estimate arnona payments by municipality, zone, and property usage type, verify eligibility for discounts (olim, soldiers, elderly, disabled, low income, students, single parents), or prepare formal appeals with legal references. Covers all major Israeli municipalities including Tel Aviv, Jerusalem, Haifa, and Beer Sheva. Do NOT ...

Navigate Israeli National Insurance (Bituach Leumi) benefits, eligibility, and contributions. Use when user asks about "bituach leumi", national insurance, retirement pension (kiztavat zikna), unemployment (dmei avtala), maternity leave (dmei leida), child allowance (kiztavat yeladim), disability benefits, work injury, reserve duty compensation, or NI contributions. Covers all 15+ Bituach Leumi programs. Do NOT use for private insurance or health fund (kupat cholim) questions.

Generate proper double-entry journal entries (pkudat yoman) for common Israeli business transactions including payroll with all statutory components, VAT handling, asset depreciation, and revenue recognition. Use when you need to create accurate bookkeeping entries following the Israeli chart of accounts (matkonet heshbonot) standard numbering system. Supports both Osek Murshe (authorized dealer) double-entry and Osek Patur (exempt dealer) single-entry bookkeeping. Handles salary payments wit...

Automate Israeli government form filling via Playwright browser automation and PDF population. Prevents hours of manual form filling and data entry errors on government portals. Use when user asks about filling government forms, "tofes" (form), "milui tfasim" (form filling), "gov.il" portal submissions, online form submission, Rashut HaMisim (Tax Authority) filings, Bituach Leumi (National Insurance) claims, or Rasham HaChevarot (Companies Registrar) documents. Validates Teudat Zehut (ID numb...

Compare car insurance (mandatory hova, comprehensive makif, third-party), home insurance, and health supplementary insurance across 20+ Israeli insurers using official government calculators and private comparison platforms. Use when a user needs to find the cheapest insurance quote, understand policy differences, or prepare for annual renewal negotiations. Guides through CMA calculator at car.cma.gov.il, Hova.co.il, Shukabit, Wobi, and Bestie. Do NOT use for life insurance, pension fund sele...

Calculate Israeli payroll including income tax, Bituach Leumi (National Insurance), health tax, pension contributions, and net salary. Use when user asks to calculate salary, "tlush maskoret", payroll deductions, "bruto to neto", employer cost, tax credits (nekudot zikui), or needs help understanding Israeli payslip items. Covers employees, freelancers (atzmai), and employer cost calculations. Do NOT use for US, UK, or other countries' payroll calculations.

Navigate the Israeli pension and savings system including pension funds (keren pensia), manager's insurance (bituach menahalim), training funds (keren hishtalmut), and retirement planning. Use when user asks about Israeli pension, \"pensia\", \"keren hishtalmut\", retirement savings, \"bituach menahalim\", pension contributions, or tax benefits from savings. Uninformed pension decisions cost hundreds of thousands of NIS over a lifetime. Covers mandatory pension, voluntary savings, and withdra...

Manage vehicle ownership in Israel: annual test (test/טסט), registration renewal (chidush rishayon rechev), used car purchase checks, insurance requirements, and transfer of ownership. Use when a user asks about their vehicle test date, how to renew their car registration, what to check before buying a used car in Israel, or understanding Israeli car insurance types. Prevents costly surprises like failed tests, expired registrations, and liens on purchased vehicles.

Guide users through filing property damage claims from rocket attacks and hostilities in Israel: documenting damage, filing with the Tax Authority Compensation Fund (Keren Pitzuim), home contents insurance claims, assessor visits, and appeals. Use when user asks about property damage from war, rockets, missiles, 'nezek yashir', 'mas rechush', 'keren pitzuim', compensation fund, war damage claim, damaged apartment, broken windows from blast, or how to get compensation for hostility damage. Cov...

Real-World Data Sources: Knowledge of electronic health records, insurance claims databases, patient registries, and healthca...

Audit commercial lease compliance systems -- CAM reconciliation accuracy (pro-rata share, caps, admin fees), lease abstraction completeness, critical date tracking and deadline alerting, clause compliance monitoring (insurance certificates, permitted use, co-tenancy), tenant obligation enforcement, and ASC 842/IFRS 16 lease accounting (ROU assets, lease liabilities, discount rates). Use when reviewing CRE property management software, lease administration platforms (Yardi, MRI, CoStar), or an...

Drafts professional legal letters for personal injury litigation including settlement demands, cease-and-desist, notice letters, and response correspondence. Tailors tone by recipient type. Use when drafting demand letters, pre-suit correspondence, insurance claim letters, cease-and-desist notices, or litigation response letters.

Generates a structured internal lien resolution summary for personal injury settlement cases. Triggers when resolving liens post-settlement, preparing settlement distribution statements, or auditing lien payoffs across health insurance subrogation, Medicare/Medicaid, hospital liens, workers' comp, and ERISA plans.

S3 Operations — Life logistics and admin staff for Tory Owens. Handles recurring tasks, document management, VA tracking, Guard administration, vehicle management, insurance, subscriptions, and any admin that falls through the cracks. Triggers on: "Admin check", "VA update", "Guard admin", "Documents", "Insurance", "Subscriptions", "Recurring tasks", "Life admin", "What needs to get done", "Admin sweep", "What am I forgetting".

既存の生命保険契約を解約する。解約前に代替プランの提案も行う。

受取人情報を含む新規の生命保険契約を contracts.csv に登録する。

性別・健康状態に応じた保険料を算出し、生命保険の正式見積もりを作成する。

顧客のライフステージ・年収・既存契約に基づき、最適な生命保険プランを提案する。

当用户需要对寿险投保问卷进行专业、结构化的核保审查，提取健康状况、既往病史、职业类别、生活习惯、高额投保、收入与保障匹配、既往投保记录及其他可能影响寿险承保判断的高风险信息，并生成适合寿险核保、补问流转和风险分层处理的结构化分析结果时使用本 skill。

Expert Life Valuation Actuary skill for calculating present value of life insurance and annuities using standard decrement models (Mortality & Interest).

Use when working on Liv2 actuarial assignments in R, mortality modeling, simulation paths, or pricing tasks.

Perform a loss reserve analysis on P&C insurance loss development triangles. Use this skill whenever the user uploads loss triangles (paid or incurred), Schedule P data, or asks about reserve adequacy, reserve sufficiency, IBNR estimation, loss development analysis, loss reserve review, or ultimate loss projections. Also trigger when the user mentions chain ladder, Bornhuetter-Ferguson, Cape Cod, loss development factors, tail factors, or actuarial reserving methods. This skill reads triangle...

Prepare loss run report requests and analysis for renewals. TRIGGERS - Use when user needs help with loss-run-report related tasks.

Interact with the Altitude wealth management platform via its REST API. Query, create, update, and manage entities — individuals, households, accounts, trusts, insurance policies, liabilities, tangible assets, positions, documents, workflows, and more. Uses embedded OpenAPI documentation to discover the correct endpoints and schemas. Use this skill whenever the user asks about Altitude data, wants to look up client information, create or update records, check valuations, inspect trust structu...

Extract entity data from household document folders (PDFs, Word docs, images, spreadsheets) and update the Altitude (Altcore) platform via API. Queries Altitude first to find existing households and their universe of entities (Individuals, LegalEntities, AccountFinancials, Contacts, TangibleAssets, Households), extracts data from documents, matches and merges against existing records (filling empty fields, flagging conflicts), creates relationships, and uploads documents to the correct entity...

Search and retrieve information from the Altitude wealth management platform. Query individuals, households, accounts, trusts, valuations, holdings, liabilities, insurance policies, tangible assets, and entity relationships via the Altitude REST API. Use this skill whenever the user asks about client data, account balances, portfolio holdings, net worth, insurance coverage, debts, or any wealth management information stored in Altitude.

Organize, track, and value a trading card game collection. Covers inventory methods, storage best practices, grade-based valuation, want-list management, and collection analytics for Pokemon, MTG, Flesh and Blood, and Kayou cards. Use when starting a new collection and setting up inventory tracking, cataloging an existing collection that has grown beyond casual knowledge, valuing a collection for insurance or sale, or deciding which cards to submit for professional grading based on value pote...

Drafts managed care contracts between MCOs and healthcare providers covering payment methodology (FFS/capitation), credentialing, utilization management, HIPAA compliance, quality assurance (HEDIS/CAHPS), termination, indemnification, and dispute resolution. Ensures compliance with Anti-Kickback Statute, Stark Law, CMS MA/Medicaid guidelines, state insurance laws, and NCQA/URAC standards. Use when establishing provider networks, onboarding providers, updating managed care agreements, or negot...

Structures bariatric surgery evaluation with insurance requirements, preoperative optimization, and post-surgical nutrition protocols. Use when evaluating bariatric candidates, documenting insurance criteria, or managing post-bariatric care.