insurance-agent-compliance-checklist

insurance-agent-compliance-checklist is a skill for Claude Code, Codex from deciqAI/knowledge-skills. It costs 80 tokens per session (739 once invoked), scanned A, original, MIT.

A checklist for insurance agents that covers required licensing, customer disclosures, product suitability, and policy-replacement steps. Suitability means recording why a policy fits the customer's needs and finances.

In plain words
What is it for?
Use it when binding a policy, replacing an existing policy, selling products such as annuities or life insurance, onboarding producers, or writing agency procedures.
Why use it?
Insurance sales rules vary by state, and missing a required step can create regulatory or professional liability problems.

Skill for Claude CodeCodex

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

Needs its repository: it reads a path above its own folder, which exists only inside the repository. The line is **Industry front door for [checklist](../checklist/SKILL.md).** Adds domain triggers, example, packs. Parent Process unchanged..

Good fit Use it when binding a policy, replacing an existing policy, selling products such as annuities or life insurance, onboarding producers, or writing agency procedures.

Compare 6 skills from other repositories ↓
Install

Getting it into your agent

It runs from inside its repository, so the clone comes first — what it calls does not travel with the file alone.

Clone the repo
git clone --depth 1 https://github.com/deciqAI/knowledge-skills
agentmods
npx agentmods add skills/deciqai/knowledge-skills/insurance-agent-compliance-checklist

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 insurance-agent-compliance-checklist

README.md
[![agentmods](https://agentmods.dev/badge/skills/deciqai/knowledge-skills/insurance-agent-compliance-checklist/github.svg)](https://agentmods.dev/skills/deciqai/knowledge-skills/insurance-agent-compliance-checklist)
Your own site
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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 insurance-agent-compliance-checklist

Your own site · 80×15
<a href="https://agentmods.dev/skills/deciqai/knowledge-skills/insurance-agent-compliance-checklist"><img src="https://agentmods.dev/badge/skills/deciqai/knowledge-skills/insurance-agent-compliance-checklist.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 80 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 739 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 $0.00080 $0.00739
Opus 5 $0.00040 $0.00369
Sonnet 5 $0.00016 $0.00148
Haiku 4.5 $0.00008 $0.00074

Measured 9d ago against content hash 1e1443c258c9, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

insurance-agent-compliance-checklist 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.

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.

insurance-agent-compliance-checklist/SKILL.md · 51 lines

How it starts

The opening of the file, as written. The whole thing — 51 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Insurance Agent — Sales Compliance Checklist

Industry front door for checklist. Adds domain triggers, example, packs. Parent Process unchanged. Not legal advice. Insurance rules are state-specific; verify against your state DOI and carrier requirements.

Activate when: binding a new policy; replacing an existing policy; selling annuities/life with suitability rules; onboarding a producer; building the agency's sales SOP. Do NOT activate when: internal rating/coverage design with no compliance step.

Why this variant

The parent checklist is a must-not-skip gate. Insurance sales carry state-mandated, penalty-backed steps (licensing/appointment, suitability, replacement disclosure, E&O) that are easy to skip at speed. This maps them onto the gate.

Domain inputs → the checklist gate

  • License + appointment: producer licensed in the state + line, appointed with the carrier; CE current.
  • Suitability (esp. life/annuity/LTC): documented basis that the product fits the client's needs/finances. Gate: no documented suitability basis on a replacement/annuity = do not bind.
  • Replacement rules: required replacement notices/comparison delivered and signed; no unjustified churning.
  • Disclosures: fees, surrender charges, conflicts, agent-vs-broker capacity.
  • E&O + records: E&O coverage active; application, disclosures, and suitability retained.

Worked example

Agent replaces a client's existing annuity with a new one for a bonus, no comparison shown. → Gate fails on suitability + replacement disclosure (churning risk). Document the client's benefit vs surrender cost, deliver the replacement notice, or don't proceed.

Compliance anchors

  • State producer licensing/appointment; NAIC suitability/best-interest (annuity) model as adopted by state; replacement regulations; E&O.

Packs

  • Solo agent: per-sale compliance card (license/suitability/replacement/disclosure).
  • Agency: CE + appointment tracker; suitability documentation template.

Read the full file on GitHub · 51 lines

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 · 51 lines · 80 tokens per session scan A 1e1443c258c9

Subscribe to this mod's changes

insurance-agent-compliance-checklist is a skill published in the GitHub repository deciqAI/knowledge-skills (10 stars, last pushed 10d ago), licensed MIT. It adds 80 tokens to every session and 739 once invoked, about $0.0004 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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