insurance-renewal-retention-ladder

insurance-renewal-retention-ladder is a skill for Claude Code, Codex from deciqAI/knowledge-skills. It costs 82 tokens per session (721 once invoked), scanned A, original, MIT.

A relationship-building framework for insurance agents that moves clients from a single policy toward broader coverage, continued renewals, and referrals.

In plain words
What is it for?
Use it to plan renewal contact, annual reviews, coverage-gap discussions, cross-selling, account rounding, and referral-building with an existing client book.
Why use it?
It helps address falling renewal rates and missed opportunities to serve existing clients with additional relevant lines of coverage.

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 [customer-relationship-ladder](../customer-relationship-ladder/SKILL.md).** Adds domain triggers, example, packs. Parent Process uncha.

Good fit Use it to plan renewal contact, annual reviews, coverage-gap discussions, cross-selling, account rounding, and referral-building with an existing client book.

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-renewal-retention-ladder

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-renewal-retention-ladder

README.md
[![agentmods](https://agentmods.dev/badge/skills/deciqai/knowledge-skills/insurance-renewal-retention-ladder/github.svg)](https://agentmods.dev/skills/deciqai/knowledge-skills/insurance-renewal-retention-ladder)
Your own site
<a href="https://agentmods.dev/skills/deciqai/knowledge-skills/insurance-renewal-retention-ladder"><img src="https://agentmods.dev/badge/skills/deciqai/knowledge-skills/insurance-renewal-retention-ladder/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 insurance-renewal-retention-ladder

Your own site · 80×15
<a href="https://agentmods.dev/skills/deciqai/knowledge-skills/insurance-renewal-retention-ladder"><img src="https://agentmods.dev/badge/skills/deciqai/knowledge-skills/insurance-renewal-retention-ladder.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 82 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 721 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 $0.00082 $0.00721
Opus 5 $0.00041 $0.00360
Sonnet 5 $0.00016 $0.00144
Haiku 4.5 $0.00008 $0.00072

Measured 9d ago against content hash f1bf8c286a5d, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

insurance-renewal-retention-ladder 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-renewal-retention-ladder/SKILL.md · 47 lines

How it starts

The opening of the file, as written. The whole thing — 47 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Insurance Agent — Renewal & Retention Ladder

Industry front door for customer-relationship-ladder. Adds domain triggers, example, packs. Parent Process unchanged. Guidance, not professional advice. No legal, tax, financial or regulatory advice; verify anything jurisdiction- or rate-dependent against current authority. The professional who acts owns the decision.

Activate when: building a renewal/retention cadence; deciding cross-sell timing; a book with single-line clients; retention slipping at renewal. Do NOT activate when: no book yet.

Why this variant

The parent customer-relationship-ladder moves contacts up rungs. Insurance is a recurring-revenue business where retention and account rounding (multiple lines per household) drive profit far more than new logos. The ladder turns a one-policy buyer into a multi-line, long-retained, referring client.

Domain inputs → the ladder

Rungs and lift triggers:

  • One policy → rounded account (auto+home+umbrella; business owner: add lines) via annual review.
  • Rounded → retained (proactive pre-renewal contact, coverage-gap review before the carrier's rate letter causes shopping).
  • Retained → advocate (referral ask after a good claim experience or a savings win). Each rung = a scheduled touch (feed a CRM/renewal agent), not a hope.

Worked example

Client has only auto; agent contacts them only when the renewal price jumps → client shops and leaves. → Ladder fix: annual review rounds the account (multi-line clients retain far better), proactive pre-renewal outreach reframes value before the rate letter, referral ask after a smooth claim. Retention and premium per household both rise.

Packs

  • Solo agent: annual-review + pre-renewal outreach cadence; round-out checklist.
  • Agency: monoline-account report → cross-sell campaign; at-risk renewal alerts.

Red flags

  • Only contacting clients when price rises.
  • Monoline households left un-rounded (low retention).
  • No proactive pre-renewal touch (carrier rate letter drives shopping).

Read the full file on GitHub · 47 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 · 47 lines · 82 tokens per session scan A f1bf8c286a5d

Subscribe to this mod's changes

insurance-renewal-retention-ladder is a skill published in the GitHub repository deciqAI/knowledge-skills (10 stars, last pushed 10d ago), licensed MIT. It adds 82 tokens to every session and 721 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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