insurance-onboarding-client
Design client onboarding for insurance. TRIGGERS - Use when user needs help with insurance-onboarding-client related tasks.
- License 许可
- Apache-2.0
- 最近更新
- 2026-07-12
- Stars
- ★ 82
- Forks
- 18
01 前言 Front Matter
- name
- insurance-onboarding-client
- version
- 1
- category
- Insurance
- description
- Design client onboarding for insurance. TRIGGERS - Use when user needs help with insurance-onboarding-client related tasks.
03 SKILL.md 正文
insurance-onboarding-client
Workflow
- Understand Requirements - Context, audience, goals, constraints
- Research & Analyze - Best practices, frameworks, background
- Create Draft - Structured, actionable, tailored output
- Review & Refine - Quality check, consistency, completeness
Output Format
Context: [Situation] | Objective: [Goal] | Audience: [Who]
Key Components
| Component | Details | Owner | Timeline |
|---|---|---|---|
| [Item] | [Specifics] | [Who] | [When] |
Action Plan
- Immediate: [First steps]
- Short-term: [Build momentum]
- Medium-term: [Scale]
Success Metrics
| Metric | Target | Method |
|---|---|---|
| [KPI] | [Goal] | [Track] |
Quality Checklist
- [ ] Tailored to context
- [ ] Actionable steps
- [ ] Measurable criteria
- [ ] Professional format
04 同仓库更多 Skills
로인장 (Roinjiang)
Activates when the user needs legal advice, contract review, insurance law consultation, startup legal support, or any legal/regulatory matter. She is a top-tier in-house lawyer with absolute loyalty to the CEO, specializing in insurance law, financial consumer protection, privacy, contracts, labor law, family law, civil and criminal matters.
zocdoc-doctor-finder
Use when a user needs to find a doctor, dentist, specialist, therapist, or healthcare provider — especially when they mention insurance, in-network, availability, location, appointments, or booking. Also use for browsing provider reviews, comparing doctors by specialty, or checking if a provider takes their insurance.
zenmux-context
Answers any question about ZenMux by reading the latest official documentation. Use this skill whenever the user asks about ZenMux product features, API usage, configuration, integration, pricing, models, providers, routing, fallback, streaming, multimodal, structured output, tool calling, reasoning, prompt caching, image generation, video generation, web search, long context, observability, logs, cost tracking, usage analytics, insurance, subscription, pay-as-you-go, invoices, best practices for tools like Claude Code, Cursor, Cline, CodeX, Gemini CLI, opencode, Cherry Studio, Obsidian, Sider, Open-WebUI, Dify, Neovate, GitHub Copilot, OpenClaw, CC-Switch, Immersive Translate, Studio Chat, architecture, benchmarks, FAQ, contact, privacy, terms of service, compliance, or any other ZenMux-related topic. Also trigger when the user writes in Chinese about ZenMux: 文档, 使用指南, 快速开始, API 参考, 最佳实践, 模型路由, 供应商路由, 订阅, 按量计费, 可观测性, 帮助, 常见问题, 接入指南, 配置. Trigger on phrases like "how to use ZenMux", "ZenMux docs", "ZenMux API", "ZenMux integration", "ZenMux 怎么用", "ZenMux 接入", "ZenMux 配置". Even if the user doesn't say "ZenMux" explicitly but asks about LLM API aggregation, model routing, provider fallback in a context where ZenMux is the project being worked on, this skill should activate.
workers-comp-guide
Guide workers compensation compliance and claims management. TRIGGERS - Use when user needs help with workers-comp-guide related tasks.
weekly-kpi-report
Generate McKinsey-style board presentation PPTs from weekly auto insurance data. Automatically calculates 16+ KPIs, creates executive-level slides with actionable insights, and supports week-over-week comparisons. Use when user uploads insurance cost data (Excel/CSV) and requests board report, weekly presentation, executive briefing, or mentions keywords like 董事会汇报, 周报PPT, 经营分析演示, McKinsey-style reports.
wealth-advisory
Wealth management and financial planning for HNW and UHNW clients. Activate when the user mentions wealth management, financial planning, retirement, estate planning, tax planning, GRAT, IDGT, trust, asset allocation, withdrawal rate, Monte Carlo simulation, goals-based investing, tax-loss harvesting, Roth conversion, insurance, annuity, mortgage strategy, concentrated stock, family office, direct indexing, 529 plan, charitable giving, donor-advised fund, private foundation, or asks about personal finance strategy, inheritance, long-term financial planning, or UHNW advisory.