[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"skill:01M71385WZ8AKW2GCASFS2GHHW":3,"skill-same:01M71385WZ8AKW2GCASFS2GHHW":79},{"skillNo":4,"name":5,"nameZh":6,"description":7,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":16,"categories":17,"keywords":31,"publishedAt":48,"linkOnly":49,"markdownContent":50,"markdownBody":51,"frontMatter":52,"refName":56,"commitSha":57,"skillDirectory":58,"forksCount":59,"repositoryHtmlUrl":60,"repositoryHomepageUrl":6,"ownerHtmlUrl":61,"ownerBlogUrl":62,"ownerDescription":63,"updatedAt":64,"install":65,"resources":78},"01M71385WZ8AKW2GCASFS2GHHW","insurance-broking-formal-report-writing",null,"Write formal reports as a insurance broker that stand up to scrutiny from any reader.\nTRIGGERS - Use when a insurance broker needs a formal report writing for businesses and individuals buying insurance in brokerages and client premises.","lionelsimai\u002Fclaude-skills-collection","lionelsimai","https:\u002F\u002Favatars.githubusercontent.com\u002Fu\u002F260158848?v=4","01M6CHZPS8G9TSB113TT0BBM6E","Lionel ","01M6CHZPXGW2SPE3BHQTGJ0S8J",38,"MIT","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Finsurance-broking-formal-report-writing\u002FSKILL.md",[18,23,28],{"categoryNo":19,"categoryName":20,"taxonomyType":21,"taxonomyTypeDesc":22},"01JBSEEDCAT000000000000018","写作与文案","SCENARIO","使用场景",{"categoryNo":24,"categoryName":25,"taxonomyType":26,"taxonomyTypeDesc":27},"01JBSEEDCAT000000000000034","行政与办公人员","PROFESSION","适用职业",{"categoryNo":29,"categoryName":30,"taxonomyType":26,"taxonomyTypeDesc":27},"01JBSEEDCAT000000000000036","内容创作者",[32,33,34,35,36,37,38,39,40,41,42,43,44,45,46,47],"insurance","writing","report writing","report","insurance broking formal report writing","as","for","up","triggers","use","when","reports","broker","write","reader","client","2026-11-10 10:12:30",false,"---\nname: insurance-broking-formal-report-writing\ndescription: |\n  Write formal reports as a insurance broker that stand up to scrutiny from any reader.\n  TRIGGERS - Use when a insurance broker needs a formal report writing for businesses and individuals buying insurance in brokerages and client premises.\ncategory: Insurance Broking\nlicense: MIT\nversion: 1.0\n---\n# Formal Report Writing — Insurance Broking\n\nWrite formal reports as a insurance broker that stand up to scrutiny from any reader. The deliverable is a report template with structure, evidence standards and review steps.\nThis skill is written for a insurance broker working with businesses and individuals buying insurance in brokerages and client premises.\n\n## When to use\n- You are a insurance broker preparing, delivering or reviewing this part of your work in brokerages and client premises.\n- You need a defensible, repeatable approach that produces a report template with structure, evidence standards and review steps.\n- A colleague, auditor or client asks how this was done and what evidence supports it.\n\n## Key Concepts\n| Term | Meaning |\n|------|---------|\n| Placement | arranging cover with an insurer |\n| Renewal | continuing a policy for a further period |\n| Schedule | the document listing the specific cover details |\n\n## Workflow\n1. **Step 1** - Establish the report's purpose, audience and deadline before writing; gather source material from needs assessments\n2. **Step 2** - Structure: summary, background, method, findings, analysis, recommendations — in that order\n3. **Step 3** - Write findings factually and separately from opinion; label professional judgement as judgement\n4. **Step 4** - Support key points with evidence and with renewal retention where outcomes are claimed; acknowledge limitations openly\n5. **Step 5** - Proofread for accuracy and tone, check names, dates and figures twice, and consider cover gaps at renewal before release\n\n## Profession-Specific Components\n| Component | Details for Insurance Broking |\n|-----------|-------------------------------|\n| Core documentation | needs assessments; market presentations; policy schedules; renewal reports |\n| Core tools & equipment | broking platforms; insurer portals; CRM systems; document management |\n| People involved | businesses and individuals buying insurance; the insurance broker; colleagues and other services in brokerages and client premises |\n| Primary record | needs assessments — keep it current, dated and attributable |\n\n## Output Format\n**Context:** [Situation in brokerages and client premises] | **Objective:** [What this must achieve] | **Audience:** [businesses and individuals buying insurance and other stakeholders]\n\nThe finished output is a report template with structure, evidence standards and review steps, structured as:\n1. Summary of position and evidence\n2. Detail, following the workflow above\n3. Decisions, actions, owners and dates\n4. Review point and escalation route\n\n### Action Plan\n1. **Immediate:** Confirm scope, consent and the evidence available in needs assessments.\n2. **Short-term:** Complete the workflow steps and record outcomes against renewal retention.\n3. **Medium-term:** Review results, close actions, and update local procedures in brokerages and client premises.\n\n## Success Metrics\n| Metric | Target | Method |\n|--------|--------|--------|\n| renewal retention | Agree a local target and track the trend | Measured from needs assessments and reviewed on a set cycle |\n| placement times | Agree a local target and track the trend | Measured from needs assessments and reviewed on a set cycle |\n| client satisfaction | Agree a local target and track the trend | Measured from needs assessments and reviewed on a set cycle |\n| compliance audit results | Agree a local target and track the trend | Measured from needs assessments and reviewed on a set cycle |\n\n## Guardrails & Quality Checks\n- Never let this happen: cover gaps at renewal.\n- Never let this happen: missed deadlines leaving clients uninsured.\n- Never let this happen: advice errors.\n- Work only within the competence and authority of a insurance broker; escalate or refer anything beyond it.\n- Record facts and observations, not speculation, and keep records confidential to brokerages and client premises's rules.\n- Verify names, dates, figures and measurements twice before anything is issued or signed off.\n- Use only real, verified information from the case in hand — never invent results, credentials or evidence.\n\n## Example (illustrative)\nA insurance broker in brokerages and client premises applies this workflow for businesses and individuals buying insurance: they open\nneeds assessments, work through the five steps using broking platforms, and close by recording\nthe outcome against renewal retention and agreeing the next review date. (Illustrative example only —\nreplace with the real details of the case in hand.)\n","# Formal Report Writing — Insurance Broking\n\nWrite formal reports as a insurance broker that stand up to scrutiny from any reader. The deliverable is a report template with structure, evidence standards and review steps.\nThis skill is written for a insurance broker working with businesses and individuals buying insurance in brokerages and client premises.\n\n## When to use\n- You are a insurance broker preparing, delivering or reviewing this part of your work in brokerages and client premises.\n- You need a defensible, repeatable approach that produces a report template with structure, evidence standards and review steps.\n- A colleague, auditor or client asks how this was done and what evidence supports it.\n\n## Key Concepts\n| Term | Meaning |\n|------|---------|\n| Placement | arranging cover with an insurer |\n| Renewal | continuing a policy for a further period |\n| Schedule | the document listing the specific cover details |\n\n## Workflow\n1. **Step 1** - Establish the report's purpose, audience and deadline before writing; gather source material from needs assessments\n2. **Step 2** - Structure: summary, background, method, findings, analysis, recommendations — in that order\n3. **Step 3** - Write findings factually and separately from opinion; label professional judgement as judgement\n4. **Step 4** - Support key points with evidence and with renewal retention where outcomes are claimed; acknowledge limitations openly\n5. **Step 5** - Proofread for accuracy and tone, check names, dates and figures twice, and consider cover gaps at renewal before release\n\n## Profession-Specific Components\n| Component | Details for Insurance Broking |\n|-----------|-------------------------------|\n| Core documentation | needs assessments; market presentations; policy schedules; renewal reports |\n| Core tools & equipment | broking platforms; insurer portals; CRM systems; document management |\n| People involved | businesses and individuals buying insurance; the insurance broker; colleagues and other services in brokerages and client premises |\n| Primary record | needs assessments — keep it current, dated and attributable |\n\n## Output Format\n**Context:** [Situation in brokerages and client premises] | **Objective:** [What this must achieve] | **Audience:** [businesses and individuals buying insurance and other stakeholders]\n\nThe finished output is a report template with structure, evidence standards and review steps, structured as:\n1. Summary of position and evidence\n2. Detail, following the workflow above\n3. Decisions, actions, owners and dates\n4. Review point and escalation route\n\n### Action Plan\n1. **Immediate:** Confirm scope, consent and the evidence available in needs assessments.\n2. **Short-term:** Complete the workflow steps and record outcomes against renewal retention.\n3. **Medium-term:** Review results, close actions, and update local procedures in brokerages and client premises.\n\n## Success Metrics\n| Metric | Target | Method |\n|--------|--------|--------|\n| renewal retention | Agree a local target and track the trend | Measured from needs assessments and reviewed on a set cycle |\n| placement times | Agree a local target and track the trend | Measured from needs assessments and reviewed on a set cycle |\n| client satisfaction | Agree a local target and track the trend | Measured from needs assessments and reviewed on a set cycle |\n| compliance audit results | Agree a local target and track the trend | Measured from needs assessments and reviewed on a set cycle |\n\n## Guardrails & Quality Checks\n- Never let this happen: cover gaps at renewal.\n- Never let this happen: missed deadlines leaving clients uninsured.\n- Never let this happen: advice errors.\n- Work only within the competence and authority of a insurance broker; escalate or refer anything beyond it.\n- Record facts and observations, not speculation, and keep records confidential to brokerages and client premises's rules.\n- Verify names, dates, figures and measurements twice before anything is issued or signed off.\n- Use only real, verified information from the case in hand — never invent results, credentials or evidence.\n\n## Example (illustrative)\nA insurance broker in brokerages and client premises applies this workflow for businesses and individuals buying insurance: they open\nneeds assessments, work through the five steps using broking platforms, and close by recording\nthe outcome against renewal retention and agreeing the next review date. (Illustrative example only —\nreplace with the real details of the case in hand.)\n",{"name":5,"license":15,"version":53,"category":54,"description":55},1,"Insurance Broking","Write formal reports as a insurance broker that stand up to scrutiny from any reader.\nTRIGGERS - Use when a insurance broker needs a formal report writing for businesses and individuals buying insurance in brokerages and client premises.\n","main","c605eae5729892d78c0b76dfdd58d3533bb26a91","skills\u002Finsurance-broking-formal-report-writing",5,"https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection","https:\u002F\u002Fgithub.com\u002Flionelsimai","www.theaicapitol.com","Founder at The AI Capitol | I help founders turn AI into 10X revenue through systems, not tools. Ex-Apple • Ex-TikTok 👉 http:\u002F\u002Flionelsim.substack.com","2026-11-09 07:48:48",{"source":8,"skillName":5,"commands":66,"prompt":76,"zipAvailable":77},[67,70,73],{"tool":68,"command":69},"npx","npx skills add lionelsimai\u002Fclaude-skills-collection --skill insurance-broking-formal-report-writing",{"tool":71,"command":72},"bunx","bunx skills add lionelsimai\u002Fclaude-skills-collection --skill insurance-broking-formal-report-writing",{"tool":74,"command":75},"pnpm","pnpm dlx skills add lionelsimai\u002Fclaude-skills-collection --skill insurance-broking-formal-report-writing","安装技能，技能地址：https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Finsurance-broking-formal-report-writing\u002FSKILL.md",true,[],[80,101,114,127,142,156],{"skillNo":81,"name":82,"nameZh":6,"description":83,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":84,"categories":85,"keywords":86,"publishedAt":48},"01M71E7TB5HAR0K6EXB80YXBT7","youth-work-troubleshooting-guide","Diagnose and resolve common problems a youth worker meets in youth centres, schools and outreach settings.\nTRIGGERS - Use when a youth worker needs a troubleshooting & problem solving for young people and their communities in youth centres, schools and outreach settings.","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fyouth-work-troubleshooting-guide\u002FSKILL.md",[],[87,88,89,90,91,92,38,93,94,95,42,96,41,97,40,98,99,100],"youth work troubleshooting guide","work","troubleshooting","troubleshooting guide","guide","problem solving","outreach","settings","common","people","worker","diagnose","problem","communities",{"skillNo":102,"name":103,"nameZh":6,"description":104,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":105,"categories":106,"keywords":107,"publishedAt":48},"01M71E7R3YHK4RAQVCRPB4CTXN","youth-work-tools-equipment-checklist","Select, check and maintain the tools and equipment a youth worker relies on.\nTRIGGERS - Use when a youth worker needs a tools & equipment checklist for young people and their communities in youth centres, schools and outreach settings.","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fyouth-work-tools-equipment-checklist\u002FSKILL.md",[],[108,88,109,110,42,96,41,111,97,40,112,38,100,113,93,94],"youth work tools equipment checklist","checklist","Tools","maintain","select","check",{"skillNo":115,"name":116,"nameZh":6,"description":117,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":118,"categories":119,"keywords":120,"publishedAt":48},"01M71E7NX1BMFEFBH01KCRJDEP","youth-work-supplies-procurement","Specify, source and manage the supplies and materials used in youth centres, schools and outreach settings.\nTRIGGERS - Use when a youth worker needs a supplies & procurement for young people and their communities in youth centres, schools and outreach settings.","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fyouth-work-supplies-procurement\u002FSKILL.md",[],[121,122,88,123,124,93,94,96,41,97,40,125,126,38,100,42],"procurement","youth work supplies procurement","materials","source","specify","manage",{"skillNo":128,"name":129,"nameZh":6,"description":130,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":131,"categories":132,"keywords":136,"publishedAt":48},"01M71E7JVFP6P96GAT2VT9JY0D","youth-work-stakeholder-presentation","Present youth worker findings and proposals to decision-makers and stakeholders.\nTRIGGERS - Use when a youth worker needs a stakeholder presentation for young people and their communities in youth centres, schools and outreach settings.","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fyouth-work-stakeholder-presentation\u002FSKILL.md",[133],{"categoryNo":134,"categoryName":135,"taxonomyType":21,"taxonomyTypeDesc":22},"01JBSEEDCAT000000000000003","演示文稿",[137,88,138,139,38,140,100,40,141,93,94,42,96,41,97],"youth work stakeholder presentation","presentation","decision","proposals","present",{"skillNo":143,"name":144,"nameZh":6,"description":145,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":146,"categories":147,"keywords":148,"publishedAt":48},"01M71E7GE5VA1RG4XEM2GAZRFY","youth-work-session-delivery","Prepare for and deliver a professional session or appointment for young people and their communities in youth centres, schools and outreach settings.\nTRIGGERS - Use when a youth worker needs a session delivery guide for young people and their communities in youth centres, schools and outreach settings.","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fyouth-work-session-delivery\u002FSKILL.md",[],[149,150,151,88,152,94,91,153,93,42,96,41,97,40,38,154,155,100],"delivery","work session","session","youth work session delivery","prepare","professional","deliver",{"skillNo":157,"name":158,"nameZh":6,"description":159,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":160,"categories":161,"keywords":165,"publishedAt":48},"01M71E7DQSMY2ZW1BF3A1Z0VJM","youth-work-service-plan","Design a realistic, measurable service plan for young people and their communities as a youth worker.\nTRIGGERS - Use when a youth worker needs a service plan design for young people and their communities in youth centres, schools and outreach settings.","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fyouth-work-service-plan\u002FSKILL.md",[162],{"categoryNo":163,"categoryName":164,"taxonomyType":21,"taxonomyTypeDesc":22},"01JBSEEDCAT000000000000015","视觉设计",[88,166,167,168,38,40,97,169,37,100,94,93,96,41,42],"service","plan","youth work service plan","design"]