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Insurance Agent Skills

$67

18 Claude Skills that draft your renewals, claims letters and coverage reviews

Stop writing the same client emails and letters from scratch. CoverageOS is 18 Claude Skills built for independent insurance agents. Install once, then just tell Claude what you need.

What you can do with it

  • Compare quotes side by side in plain English for your clients
  • Draft claims letters and follow-ups
  • Run renewal outreach sequences
  • Spot coverage gaps in a client’s current policies
  • Find cross-sell opportunities that actually fit the client
  • Follow up on quotes that went quiet
  • Check drafts against a compliance checklist before you send them

How it works

  1. After purchase, get the skill files
  2. Add them to Claude (you need a Claude account that supports Skills)
  3. Describe the client situation and Claude picks the right skill and drafts it for you

Good to know

  • Built for independent P&C, life and health agents and small agency teams
  • Includes compliance-aware prompts and reminders to review every draft before it goes out. It supports your judgment. It is not legal or compliance advice, and you stay responsible for what you send.
  • One-time payment, lifetime access