claude-for-insurance-agencieslisted

# Claude for insurance agencies Everything below runs in the claude.ai browser window, with no API, no plugin, and nothing for your agency management system vendor to approve. Four jobs your team already does every week, with the exact prompts, plus the three places I tell agencies to keep Claude out entirely. Every draft still gets read by a licensed person before it leaves your office. Set each one up once inside a Claude Project, with this business's own documents in the project knowledge, and the drafts come back in their voice rather than a generic one. ## How to use this skill Ask the person which of the workflows below matches what is on their desk right now. Then walk them through that one only. Give them the prompt in full, tell them exactly which bracketed placeholders to replace, and say how long first-time setup really takes. Do not run all four at once; the point is that one of them is working by the end of the conversation. Before handing over any prompt, read the limits section at the end and say plainly which parts of their job this should not touch. ## 1. Turn a certificate request into a clean checklist **What happens today.** A general contractor forwards eleven pages of a subcontract and wants a certificate by Friday. Your CSR reads all eleven pages hunting for the insurance requirements, then works out what this particular contract is demanding before anyone can touch the system. **What happens instead.** The requirements come back as a line by li