industries-insurance-setup

industries-insurance-setup is a skill for Claude Code, Codex from BanibrataChatterjee/AwesomeSalesforceSkills. It costs 124 tokens per session (3,115 once invoked), scanned A, original, Apache-2.0.

A setup guide for Salesforce Industries Insurance, which supports insurance products, policies, coverage, claims, quotes, and issuance. It explains the differences between Salesforce's managed-package and core versions.

In plain words
What is it for?
Use it to configure insurance permissions and objects, define coverage and claims, set up quoting with OmniStudio, and prepare policy issuance integrations.
Why use it?
It helps teams account for separate licensing, version differences, and organization settings that cannot be reversed after activation.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to configure insurance permissions and objects, define coverage and claims, set up quoting with OmniStudio, and prepare policy issuance integrations.

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Install with agentmods
npx agentmods add skills/banibratachatterjee/awesomesalesforceskills/industries-insurance-setup
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add BanibrataChatterjee/AwesomeSalesforceSkills --skill industries-insurance-setup
Clone the repo
git clone --depth 1 https://github.com/BanibrataChatterjee/AwesomeSalesforceSkills

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for industries-insurance-setup

README.md
[![agentmods](https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/industries-insurance-setup/github.svg)](https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/industries-insurance-setup)
Your own site
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/industries-insurance-setup"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/industries-insurance-setup/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for industries-insurance-setup

Your own site · 80×15
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/industries-insurance-setup"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/industries-insurance-setup.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 124 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 3,115 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00124 $0.03115
Opus 5 $0.00062 $0.01558
Sonnet 5 $0.00025 $0.00623
Haiku 4.5 $0.00012 $0.00312

Measured 9d ago against content hash d08fec306b3a, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

industries-insurance-setup scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 9d ago.

The scan reads SKILL.md. This mod also ships 1 executable file (scripts/check_industries_insurance_setup.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/admin/industries-insurance-setup/SKILL.md · 211 lines

How it starts

The opening of the file, as written. The whole thing — 211 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Industries Insurance Setup

This skill activates when configuring the Salesforce Industries Insurance (FSC Insurance) product — covering the FSC Insurance permission set license, org-level insurance settings, core insurance objects, OmniScript-based quoting via the Insurance Product Administration API, and policy issuance via the Insurance Connect API. Use this skill before any hands-on configuration work on an insurance-enabled org.


Before Starting

Gather this context before working on anything in this domain:

  • Confirm the org has the FSC Insurance permission set license assigned — this is a separate license from the base FSC license and must be provisioned by Salesforce before any insurance objects or settings appear.
  • Identify whether the org uses the managed-package Digital Insurance Platform or the native-core path (Salesforce is migrating managed package to core, targeting October 2025). Configuration steps differ between paths.
  • Determine whether many-to-many policy relationships or multiple producers per policy are required — these are irreversible org settings in Insurance Settings and cannot be undone once enabled.
  • Confirm OmniStudio is licensed if OmniScript-based quoting is in scope — the quoting journey requires OmniStudio runtime.
  • Understand the lines of business being configured: personal lines (auto/homeowners), commercial, life/annuity, or specialty — each has different coverage type structures.

Core Concepts

FSC Insurance Permission Set License and Org Settings

Insurance for Financial Services Cloud requires an explicit FSC Insurance permission set license (also called the Industries Insurance Add-On), separate from the core FSC license. After license provisioning, an admin must navigate to Setup > Insurance Settings to enable the feature. Several settings in this panel are permanently irreversible once saved:

  • Enable many-to-many policy relationships — allows a policy to be associated with multiple named insureds or accounts via InsurancePolicyParticipant junction records. Once enabled, the underlying data model changes cannot be reversed.
  • Enable multiple producers per policy — allows multiple InsurancePolicyParticipant records of type Producer on a single policy. Irreversible.

Read the full file on GitHub · 211 lines

Files

What ships with it

6 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 9d ago First seen · 211 lines · 124 tokens per session scan A d08fec306b3a

Subscribe to this mod's changes

industries-insurance-setup is a skill published in the GitHub repository BanibrataChatterjee/AwesomeSalesforceSkills (3 stars, last pushed 4mo ago), licensed Apache-2.0. It adds 124 tokens to every session and 3,115 once invoked, about $0.0006 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-03.

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