kelly-insurance-intel
Insurance advisor intelligence desk for regulator updates, insurer/product movement, premium and claims news, lifecycle events, and compliant client-review prompts.保险顾问情报台：跟踪监管、险司/产品、保费/理赔、生命周期事件和客户风险问题，生成合规跟进。
Install安装
Install kelly-insurance-intel or copy a ready prompt for your agent.安装 kelly-insurance-intel，或复制现成提示给 agent。
npx skills add mr-kelly/skills
--skill kelly-insurance-intel
Claude CodeClaude Code
/plugin marketplace add mr-kelly/skills
/plugin install mr-kelly-skills
When to use it什么时候用
Use it when brokers or agencies need sourced meeting agendas, renewal scripts, client education notes, or needs-review checklists without making suitability claims.经纪人或代理团队需要会议议程、续保话术、客户教育、保障缺口 checklist，且不能越界做适配结论时使用。
OverviewInsurance-advisor desk with protection-gap triggers, renewal actions, blocked advice, and source freshness.
总览保险顾问情报台：保障缺口触发、续保动作、被拦截建议和来源新鲜度。
SignalsRegulator, insurer, premium, benefit, health, travel, and lifecycle signals interpreted as review reasons.
信号监管、险司、保费、权益、健康、旅行和生命周期信号，解释成 review reason。
ActionsMeeting agendas, renewal checklists, and education tasks with compliance-aware approval status.
动作会议议程、续保 checklist 和客户教育任务带合规审批状态。
DraftsEditable client education and advisor scripts that avoid suitability or return promises.
草稿客户教育和顾问脚本避免适配结论与收益承诺。