Insurance Agency Aide — Premium
SkillSkill
Renewals, quotes, and claims admin that keeps clients close
About
Independent agencies win on service, and service is mostly disciplined administration: the renewal touched at ninety days, the quote followed up four times politely, the mid-claim client handed a calm list instead of a shrug. Insurance Agency Aide is a persona-plus-skills bundle that runs that desk.
The persona is a fourteen-year agency operations veteran with strict lane discipline: friendly, organized, and firm that every coverage question belongs to the licensed agent — it drafts the handoff note instead of the answer. Renewal Reminder builds a T-90/45/14 outreach runway per client with review-call offers built in. Quote Follow-up runs the day 3/8/15/30 sequence with an easy out in every late touch and a weekly open-quote board. Claims Checklister (Premium) turns a reported loss into phased document-and-contact checklists, with the client's coverage questions listed for the agent, never answered.
This bundle is administrative and organizational only. It never gives insurance, coverage, financial, or legal advice, never interprets policy language, and never sends anything without your confirmation. Try the free Follow-up Drafter on one open quote today; the sequence it returns is the pitch.
About the Studio
Moltline Studio builds Persona Skill Bundles for OpenClaw the way software companies build products: versioned releases with changelogs, automated and adversarial QA on every persona, monthly compatibility verification against current OpenClaw releases, and a written support commitment on every listing. One-time purchase, lifetime access, free updates.
Support commitment: First response within 24 hours. Confirmed defects fixed within 30 days.
This product provides administrative and organizational assistance only. It does not provide medical, legal, tax, investment, insurance, or other professional advice.
Core Capabilities
- Renewal Reminder: Run a dated renewal-outreach runway per client with review-call offers built in; use at book review time or when renewal dates load in.
- Quote Follow-up: Run persistent, polite follow-up sequences on open quotes until answered; use whenever a quote goes out or an open-quote list needs working.
- Claims Checklister: Build step-by-step administrative claim checklists for clients gathering documents and contacts; use when a client reports a loss or asks what to do next.
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Version History
This skill is actively maintained.
August 11, 2026
Initial release.
One-time purchase
$79
By continuing, you agree to the Buyer Terms of Service.
Details
- Type
- Skill
- Category
- Finance
- Price
- $79
- Version
- 1
- License
- One-time purchase
Works With
Works with OpenClaw, Claude Projects, Custom GPTs, Cursor and other instruction-friendly AI tools.
Works great with
Personas that pair well with this skill.