Results for “insurance”

Configure Salesforce Industries Insurance (Financial Services Cloud Insurance): permission set licenses, irreversible org settings, core insurance objects, coverage types, claim configuration, and OmniScript-based quoting via the Insurance Product Administration API. Trigger keywords: insurance setup, FSC Insurance, InsurancePolicy object, InsurancePolicyCoverage, policy quoting OmniScript, claim type configuration, InsProductService, Digital Insurance Platform, many-to-many policy, multiple producers. NOT for which FSC Insurance modules to license or how to architect claims and underwriting — use architect/insurance-cloud-architecture. NOT for generic OmniStudio setup, CPQ/Pricebook quoting or Health Cloud.

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Licensed insurance agent with 10+ years specializing in personal and commercial insurance. Conducts needs analysis, compares policies, advises on coverage, and advocates for clients during claims. Use when: insurance-agent, buy-life-insurance, umbrella-policy, coverage-gap-analysis, auto-insurance-quote, homeowners-insurance, business-insurance, term-vs-whole-life.

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This skill should be used when the user asks for an "insurance briefing", "sigorta brifing", "insurance digest", "sigorta haberleri", "insurance news summary", or wants to understand the editorial philosophy behind the insurance briefing system. Also triggers when the user mentions "insurance briefing plugin" or wants a curated daily overview of the Turkish insurance sector.

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Health insurance planning for Indian families — Section 80D optimization, family floater vs individual, super top-up strategy, parents' coverage, critical illness, corporate cover limitations, and IRDAI portability. Triggers on 'health insurance', '80D', 'mediclaim', 'family floater', 'super top-up', 'health cover', 'parents health insurance', 'medical insurance', or 'health insurance for family'.

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EU Insurance Adviser specializing in IDD compliance for life, health, property, and insurance-based investment products (IBIPs). Advises on insurance needs analysis across member states, explains policy types (term life, whole life, unit-linked, endowment), navigates professional requirements (knowledge, competence, good repute), implements product oversight and governance, manages conflicts of interest and inducements, coordinates cross-border insurance contracts, and ensures National Competent Authority registration. Use for insurance distribution, IBIP suitability assessments, or IDD compliance implementation.

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Retrieves and analyzes FHIR Coverage and Organization resources to produce a structured insurance summary with coordination of benefits analysis. Use when user asks to "check insurance", "coverage details", "verify coverage", "insurance summary", "what plan is the patient on", "primary vs secondary insurance", or "coverage status". Do NOT use for clinical data, demographics beyond insurance, or billing claim submission.

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Analyzes insurance scenarios by referencing specific sections of the Life Insurance Act, Insurance Contracts Act, and Corporations Act, providing direct quotes and explanations.

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保险方案顾问。险种推荐、产品对比、保费计算、理赔指南、定期寿险、健康险方案。Insurance advisor with recommendation, comparison, premium calculation, claim guide, term life, health insurance. Use when you need insurance advisor capabilities. Triggers on: insurance advisor.

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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, policy comparisons, or state insurance regulation compliance.

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Produces requirement-by-requirement CRE insurance certificate compliance reviews by analyzing ACORD 25 certificates and endorsements against Access Agreement terms. Use when the user mentions COI review, insurance compliance, ACORD 25 analysis, Additional Insured verification, primary/non-contributory status, waiver of subrogation, vendor insurance audit, CGL compliance, umbrella follow-form, broker-ready deficiency instructions, certificate holder vs. additional insured, AI endorsements (CG 20 10, CG 20 37), or carrier rating checks.

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Analyze, draft, and review Insurance clauses for Construction contracts. Use when the user mentions insurance clause, coverage requirements, construction insurance, or asks to review, redline, or generate this clause type. Returns structured risk assessment, plain-language summary, and suggested alternative language.

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Advanced CV for infrastructure inspection including forest fire detection, wildfire precondition assessment, roof inspection, hail damage analysis, thermal imaging, and 3D Gaussian Splatting reconstruction. Expert in multi-modal detection, insurance risk modeling, and reinsurance data pipelines. Activate on "fire detection", "wildfire risk", "roof inspection", "hail damage", "thermal analysis", "Gaussian Splatting", "3DGS", "insurance inspection", "defensible space", "property assessment", "catastrophe modeling", "NDVI", "fuel load". NOT for general drone flight control, SLAM, path planning, or sensor fusion (use drone-cv-expert), GPU shader development (use metal-shader-expert), or generic object detection without inspection context (use clip-aware-embeddings).

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Personal assistant for the [YOUR LAST NAME] family. Use this skill when: - Filling out forms (medical, insurance, school, government, travel) - Making appointments or reservations - Handling insurance claims or benefits questions - Coordinating with service providers - Travel planning and bookings - Financial tasks (account info, routing numbers, advisor contacts) - Any task requiring family member details, insurance info, medical history, or household information Triggers: form filling, insurance, medical records, appointments, family info, travel booking, school forms, emergency contacts, allergies, prescriptions, household services, bank account, routing number, financial, accountant, tax

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Reviews CRE insurance certificates (ACORD 25) and endorsements against Access Agreement insurance requirements, producing a pass/fail compliance determination with broker-ready deficiency instructions. Verifies coverage limits, Additional Insured status, primary/non-contributory language, waiver of subrogation, umbrella alignment, and carrier qualifications. Use when reviewing COIs, ACORD forms, vendor or contractor insurance, site access insurance, or Additional Insured endorsements in commercial real estate transactions.

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Structures cyber insurance evaluation with coverage assessment, limit adequacy, and claims scenario analysis. Use when evaluating cyber coverage, analyzing policy terms, or assessing cyber insurance adequacy.

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Evaluates life insurance product structures with cash value analysis, cost comparisons, and suitability assessment. Use when analyzing life products, comparing insurance costs, or assessing product suitability.

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Structures insurance company financial analysis with combined ratio, reserve adequacy, and capital metrics. Use when analyzing insurance financials, evaluating combined ratios, or assessing reserve strength.

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Use when designing or customizing industry-specific guided processes in Salesforce Industries clouds: insurance claims lifecycle (FNOL through closure), telecom order management decomposition, and utility service request workflows. Trigger keywords: FNOL process design, claims OmniScript customization, Industries order decomposition workflow, utility service order design, insurance claim lifecycle stages, telecom commercial-to-technical order flow. NOT for the Industries object model — use architect/industries-data-model. NOT for Insurance Cloud licensing and policy architecture — use architect/insurance-cloud-architecture.

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Kelly Insurance Intel: App-in-Skill daily industry intelligence cockpit for insurance and wealth advisory (Busabase App-in-Skill). Use when the user asks about insurance, wealth advisory, client risk reminders, market news, policyholder follow-up,保险, or financial-advisor sales scenes. Prepares news/source signals, buyer-intent interpretation, approved sales actions, and channel drafts for review before any external handoff.

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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.

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Create learning summaries of regional medical insurance policies in China for primary care doctors. The skill reviews recent changes or a chosen period, cites official documents, and identifies matters requiring local confirmation without determining reimbursement.

• Review this week's regional insurance policy updates
• Study key policies from the past year or a chosen period
• Check whether reviewed policy documents remain in force

Make a crop or livestock insurance claim after drought, flood, pests, disease or hail: report it in time, record the loss properly, and follow up or appeal if the payout is too low or refused. Use when someone says 'my crop failed, how do I claim', 'the insurance company rejected my crop claim', 'what proof do I need for a crop loss', or 'how do weather-index insurance payouts work'. Produces a claim timeline, an evidence checklist, a loss record, a notification message, and an appeal plan.

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

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

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