
from insurance-skills49
Tools to extract, consolidate, and query customer insurance records from Excel/PDF/Word/PPT/images and generate follow-ups, reminders, and simple gap analyses.
Provides an agent workflow for insurance agents to ingest mixed-format customer documents (Excel, PDF, Word, PPT, images), extract policies and contact data, consolidate per-customer records, and support natural-language queries and follow-up reminders. Also includes simple gap analysis and template generation for outreach.
Use when onboarding or cleaning up customer files, answering 'what policies does X have?', generating birthday or renewal reminders, or automating batch exports for handovers. Suited for individual agents and small teams that keep local document stores.
Intended for assistant workflows that can access local files and call LLMs for NLP steps (OpenAI/MiniMax-backed agents, local automation tools).
This skill has not been reviewed by our automated audit pipeline yet.
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