insurance-suitability-principal-agent

insurance-suitability-principal-agent is a skill for Claude Code, Codex from deciqAI/knowledge-skills. It costs 78 tokens per session (637 once invoked), scanned A, original, MIT.

A framework for examining situations where an adviser or agent makes recommendations while their own payment or interests may differ from the client's.

In plain words
What is it for?
Use it when comparing insurance products, documenting client-fit reasoning, explaining whether the agent represents a carrier or broker, and disclosing material conflicts.
Why use it?
It helps expose commission-driven choices, carrier restrictions, replacement incentives, and other conflicts that can lead to unsuitable insurance recommendations.

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 [principal-agent](../principal-agent/SKILL.md).** Adds domain triggers, example, packs. Parent Process unchanged..

Good fit Use it when comparing insurance products, documenting client-fit reasoning, explaining whether the agent represents a carrier or broker, and disclosing material conflicts.

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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-suitability-principal-agent

Made for: Claude Code, Codex.

Wrote this? Show the measurements

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README.md
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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.

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Your own site · 80×15
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Per session 78 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 637 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 $0.00078 $0.00637
Opus 5 $0.00039 $0.00318
Sonnet 5 $0.00016 $0.00127
Haiku 4.5 $0.00008 $0.00064

Measured 8d ago against content hash 5b1f8c8b7dd7, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

insurance-suitability-principal-agent 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 8d 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-suitability-principal-agent/SKILL.md · 45 lines

How it starts

The opening of the file, as written. The whole thing — 45 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Insurance Agent — Suitability & Principal-Agent Conflict

Industry front door for principal-agent. Adds domain triggers, example, packs. Parent Process unchanged. Not legal advice.

Activate when: recommending among products with different commissions; captive-carrier pressure vs client fit; annuity/life with best-interest duties; disclosing agent capacity. Do NOT activate when: servicing only / no recommendation.

Why this variant

The parent principal-agent analyzes misaligned incentives between an agent and the principal they serve. An insurance producer is paid by carriers but advises clients — a structural conflict. Suitability/best-interest rules exist to resolve it: recommend on client fit, disclose the conflict, don't let commission drive the product.

Domain inputs → the analysis

  • Name the conflict: higher-commission product vs best-fit coverage; captive limits vs client need; churning incentive on replacements.
  • Duty: document the recommendation rests on the client's needs/finances (suitability/best-interest), not your payout.
  • Disclose capacity (agent of the carrier vs broker) and material conflicts; where the best fit isn't in your appointments, say so.

Worked example

Two annuities fit; one pays you 2× commission. → Principal-agent view: recommending the higher-commission one without a client-benefit basis is a suitability + best-interest breach. Document why the chosen product is best for the client, or recommend the better-fit lower-commission one.

Packs

  • Solo agent: conflict-disclosure + suitability-basis template.
  • Agency: best-interest review on annuity/life sales; replacement scrutiny.

Red flags

  • Product chosen for commission, rationalized after.
  • Capacity (agent vs broker) undisclosed.
  • Replacement/churning for a new commission.

Verification

  • Conflicts named (commission/captive/replacement)
  • Recommendation documented on client-fit basis
  • Capacity + material conflicts disclosed
  • Better-fit option outside appointments acknowledged where relevant

Read the full file on GitHub · 45 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. 8d ago First seen · 45 lines · 78 tokens per session scan A 5b1f8c8b7dd7

Subscribe to this mod's changes

insurance-suitability-principal-agent is a skill published in the GitHub repository deciqAI/knowledge-skills (10 stars, last pushed 10d ago), licensed MIT. It adds 78 tokens to every session and 637 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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