AI workflows for insurance agencies: submission triage, policy comparison, policyholder requests (FNOL, COI, endorsements), book-of-business renewal tracking, retention watch, and a Monday agency brief. Every skill keeps an audit trail and requires human approval before anything is sent, filed, or submitted.
0 on GitHubby Attri AIv0.1.0Apache-2.0updated 3 months ago
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Plugin attri-insurance from marketplace attri-insurance-marketplace in Attri-Inc/attri-insurance-plugin. Commands read from the repo's manifest — 1 month ago.
What it installs
Skills (9)
agency-monday-brief
Produces a one-page Monday snapshot for an insurance agency owner: renewals due this week, open submissions, claims status, and receivables — pulled from every connected tool (AMS/CRM, billing, calendar, email) and synthesized into the single most important thing to act on today. Gracefully scopes t
book-of-business
Keeps the agency's book clean: flags upcoming renewals, lapsed or non-renewed policies, and cross-sell openings, and produces a renewal pipeline view. Logs renewal outreach and stale-record flags to the AMS/CRM — never renews, cancels, or re-markets a policy without approval. Use when the user asks
cash-flow-snapshot
Reads AR/AP, historical cash timing, and known fixed costs from QuickBooks, PayPal, Stripe, or Square — or a CSV upload — and produces a 30/60/90-day cash flow forecast with percentage-variance confidence bands and named risk flags. Delivers a chat summary and a downloadable XLSX. Use when the user
invoice-chase
Drafts overdue-premium reminder emails from QuickBooks and PayPal data, matched to each policyholder's payment history and tone (gentle for good-standing policyholders, firm for repeat late payers among policyholders). Sends via PayPal with owner approval; non-PayPal invoices queue as mail drafts. U
month-end-prep
Walks an agency owner through month-end close: reconciles QuickBooks against PayPal (and Square/Stripe) settlements, flags uncategorized transactions, suspicious duplicates, and missing receipts, then writes a plain-English P&L narrative and exports a close packet (xlsx + one-page PDF). Use when the
policy-comparison
Compares policy documents and endorsements across carriers or renewal terms, flags coverage gaps, changed limits, and non-standard exclusions, and produces a plain-English summary of what changed. Reads policies from local files, Gmail attachments, or DocuSign envelopes. Use when the user says "comp
policyholder-desk
Reads a forwarded policyholder email or ticket, identifies whether it's a first notice of loss (FNOL), a certificate of insurance (COI) request, or an endorsement question, pulls policy details from the AMS/CRM, drafts a tone-matched reply in the agency's voice, and routes anything requiring carrier
retention-watch
Spots at-risk policyholder accounts — non-payment, complaints, or no recent contact — and suggests a retention action for each. Aggregates AMS/CRM notes, billing status, and email sentiment into a ranked watch-list. Use when the user asks which accounts are at risk, about retention, non-payment, or
submission-triage
Scores incoming insurance submissions and quote requests by premium size, win-likelihood, and carrier appetite fit, producing a "quote these first" list with what's missing before it can be submitted. Use when the user asks to prioritize submissions, which quotes to work first, or about their new-bu
MCP servers (7)
quickbooks
connects to: https://ai-inc.quickbooks.intuit.com/v1/mcp
hubspot
connects to: https://mcp.hubspot.com/anthropic
docusign
connects to: https://mcp.docusign.com/mcp
gmail
connects to: https://gmailmcp.googleapis.com/mcp/v1
google calendar
connects to: https://calendarmcp.googleapis.com/mcp/v1
google drive
connects to: https://drivemcp.googleapis.com/mcp/v1
Deploy, manage and monitor your Hostinger services directly from Claude Code. The plugin connects Claude to Hostinger's remote MCP server, so you can ship sites and apps, manage domains and DNS, run WordPress and operate VPS servers without leaving your coding environment. There's nothing to install on your machine: no Node.js, no npm, no local server. Key features include one-prompt deployments for static sites, Node.js apps (built on Hostinger), full WordPress site imports, and WordPress plugins and themes, plus static and PHP sites on the Agency Plan. Beyond deployments, Claude can search and register domains, edit DNS records and snapshots, check build logs, and manage mailboxes, online stores, email marketing contacts, subscriptions and orders. It can also control VPS firewalls, snapshots and monitoring. Sign in through your browser (OAuth) on first use, or set a `HOSTINGER_API_TOKEN` from hPanel. How to use: there are no commands to memorize. Describe what you want and Claude picks the right tool or deployment skill. Try "deploy my static site to Hostinger", "deploy this Next.js app to example.com", "create an A record pointing example.com to 1.2.3.4", or "show VPS metrics for the last 24 hours."
Reviews vendor agreements, NDAs, and SaaS subscriptions against your sales-side or purchasing-side playbook, tracks renewals and cancel-by deadlines before they're missed, routes escalations to the right approver, and translates reviews into summaries business stakeholders will actually read.
Principled framework for triaging vulnerability reports using 7 brocards (rules of thumb). Evaluates incoming CVEs, bug bounty submissions, and security findings against structured dismissal/acceptance criteria before escalating to deeper analysis.
Identify and remove AI provenance marks from images, video, and text the user generated or edited. Use when the user asks to strip Gemini sparkles, SynthID, Microsoft InvisMark, Meta Content Seal, C2PA, EXIF/XMP AI metadata, Sora/Veo/Seedance/Doubao/Dola/Hailuo/Kling labels, or other AI watermarks, or asks whether a file was AI-generated. Do not use for stock-agency, marketplace, classifieds, or other third-party paid-asset watermarks.
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