Business & Operations

Structures underwriting evaluation with risk assessment, pricing analysis, and terms documentation. Use when evaluating underwriting risk, analyzing pricing adequacy, or documenting underwriting decisions.

Evaluates insurance technology solutions with business case analysis and implementation assessment. Use when evaluating insurtech, assessing technology solutions, or analyzing digital insurance platforms.

Structures statutory filing preparation with SAP differences, risk-based capital, and annual statement schedules. Use when preparing statutory filings, calculating RBC, or managing regulatory submissions.

Structures corporate insurance program analysis with coverage adequacy and renewal documentation. Use when managing insurance programs, analyzing coverage, or documenting insurance renewals.

Evaluates insurance needs with gap analysis, product comparison, and coverage adequacy assessment. Use when analyzing insurance needs, comparing insurance products, or identifying coverage gaps.

Structures insurance fraud detection with red flag identification, investigation protocols, and SIU referral documentation. Use when detecting insurance fraud, investigating suspicious claims, or documenting fraud indicators.

Structures insurance distribution analysis with channel economics, producer management, and compensation modeling. Use when analyzing distribution, evaluating producer performance, or modeling commission structures.

Structures insurance capital model analysis with economic capital, regulatory capital, and rating agency capital comparison. Use when modeling insurance capital, comparing capital frameworks, or assessing capital adequacy.

Assigns CDT codes with procedure-specific documentation and insurance submission requirements. Use when coding dental procedures, submitting dental claims, or managing CDT code selection.

Coordinates private placement execution with investor targeting, NAIC designation analysis, and shelf registration requirements. Use when managing PP offerings, targeting insurance company investors, or structuring private notes.

Structures financial sector cyber risk assessment with scenario quantification and insurance evaluation. Use when assessing cyber risk, quantifying cyber exposure, or evaluating cyber insurance.

Analyzes claim denials and structures appeal documentation with supporting clinical evidence. Use when appealing denied claims, analyzing denial patterns, or preparing appeal documentation.

레거시 시스템을 점진적으로 교체하는 Strangler Fig 패턴과 관련 마이그레이션 패턴의 상세 구현 가이드. 'strangler fig', '점진적 마이그레이션', '리팩토링 패턴', 'branch by abstraction', 'parallel run', '점진적 교체', '마이그레이션 패턴 선택' 등 레거시 전환 패턴 적용 시 이 스킬을 사용한다. refactoring-strategist와 migration-engineer의 패턴 선택·구현을 강화한다. 단, 전체 팀 오케스트레이션이나 프로젝트 관리는 이 스킬의 범위가 아니다.

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...

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.

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...

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...

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...

Expert LLC operations management for ID8Labs LLC (Florida single-member LLC). 9 specialized agents providing PhD-level expertise in compliance, tax strategy, asset protection, and business operations. Triggers on keywords like LLC, taxes, expenses, annual report, EIN, compliance, bookkeeping, deductions, filing, sunbiz, quarterly, S-Corp, retirement, audit, insurance, cash flow, mentor, teach, learn.

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。

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。

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。

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。

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".