Free download
Insurance skills for Claude
Six agency workflows, written by OutcomeCatalyst. Submissions, renewals, loss runs, endorsements, certificates, and account reviews. Yours to edit once you have them.
Start here
One file with all six workflows in it. Claude opens whichever one your question needs and ignores the rest, so you install once and never think about it again.
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What is in the pack
Every workflow below is in the pack, and Claude picks the right one on its own.
Submission packet
Turns an application and loss runs into a submission an underwriter can act on, and finds the gaps before the underwriter does.
Renewal triage
Reads a renewal at ninety days out and flags what changed in premium, limits, and endorsements.
Account review
Lists what an account carries against what an account like it usually carries, as questions to ask rather than answers to give.
Loss run memo
Turns four carriers of loss runs into one comparable table, with frequency, severity, and the arithmetic shown.
Endorsement explainer
Turns a mid-term endorsement into two or three plain sentences a policyholder understands.
Certificate check
Compares a certificate against what a contract requires and lists every gap, with wording to request a fix.
Installing it takes about a minute
- 1Open the Claude desktop appIf you do not have it yet, get it at claude.ai/download.
- 2Click Customize in the sidebarThen click Skills.
- 3Click the plus button, then Create skillThen choose Upload a skill.
- 4Pick the file you just downloadedoc-insurance-toolkit.zip.
- 5Check it is switched on, then go back to workAttach a renewal, or paste in a certificate. Claude picks the right workflow on its own.
If there is no Skills sectionOpen Customize and switch on code execution and file creation. Skills do not appear until those are on. This is the most common thing people hit.
The rule written into every one of theseThey describe what documents say and flag where documents disagree. They do not say what is covered, excluded, or protected, and they will not use the words guaranteed, fully covered, or complete coverage. That is a licensed judgment, and it stays with a licensed person.
What these will not do
They produce drafts, tables, and comparisons for a licensed person to review and sign. None of them makes a decision, gives a coverage opinion, contacts anyone, binds anything, or files anything. Check the named insured, the limits, the dates, and every figure before you act.
Skills can run code on your machine with your privileges. Read anything you install, including these. The full download includes unzipped copies so you can.
Ready to install them?
The guide walks through the same jobs step by step, and every skill on this page comes with it in one download.
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