Policy Renewal Placement Diligence Checklist

Policy Renewal Placement Diligence Checklist is a skill for Claude Code, Codex from zgbrenner/agentcounsel. It costs 30 tokens per session (1,640 once invoked), scanned A, original, MIT.

A legal and compliance checklist for renewing or placing an insurance program. It covers policy changes, claims, contracts, operations, jurisdictions, coverage gaps, exclusions, limits, deductibles, and open claims using the supplied information.

In plain words
What is it for?
It helps prepare diligence for expiring policies, new insurance placements, contractual coverage duties, additional-insured obligations, and material business changes.
Why use it?
It helps counsel and brokers identify documents, changes, and unresolved coverage questions before a renewal or new policy placement.

Skill for Claude CodeCodex

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

Good fit It helps prepare diligence for expiring policies, new insurance placements, contractual coverage duties, additional-insured obligations, and material business changes.

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Install with agentmods
npx agentmods add skills/zgbrenner/agentcounsel/policy-renewal-placement-diligence-checklist
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 zgbrenner/agentcounsel --skill policy-renewal-placement-diligence-checklist
Clone the repo
git clone --depth 1 https://github.com/zgbrenner/agentcounsel

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 Policy Renewal Placement Diligence Checklist

README.md
[![agentmods](https://agentmods.dev/badge/skills/zgbrenner/agentcounsel/policy-renewal-placement-diligence-checklist/github.svg)](https://agentmods.dev/skills/zgbrenner/agentcounsel/policy-renewal-placement-diligence-checklist)
Your own site
<a href="https://agentmods.dev/skills/zgbrenner/agentcounsel/policy-renewal-placement-diligence-checklist"><img src="https://agentmods.dev/badge/skills/zgbrenner/agentcounsel/policy-renewal-placement-diligence-checklist/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 Policy Renewal Placement Diligence Checklist

Your own site · 80×15
<a href="https://agentmods.dev/skills/zgbrenner/agentcounsel/policy-renewal-placement-diligence-checklist"><img src="https://agentmods.dev/badge/skills/zgbrenner/agentcounsel/policy-renewal-placement-diligence-checklist.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 30 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,640 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 $0.00030 $0.01640
Opus 5 $0.00015 $0.00820
Sonnet 5 $0.00006 $0.00328
Haiku 4.5 $0.00003 $0.00164

Measured 9d ago against content hash 5462e689ac1d, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

Policy Renewal Placement Diligence 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.

skills/insurance/policy-renewal-placement-diligence-checklist/SKILL.md · 110 lines

How it starts

The opening of the file, as written. The whole thing — 110 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Policy Renewal Placement Diligence Checklist

Purpose

Generate a legal and compliance-oriented diligence checklist for an insurance policy renewal or new placement — covering expiring policies, claims history, material changes, contracts requiring coverage, new operations and jurisdictions, regulatory issues if supplied, additional insured obligations, coverage gaps, exclusions, endorsements, limits, deductibles and SIRs, and open-claim implications — for attorney and broker review. This skill produces a process checklist; it recommends no carrier, binds no coverage, and gives no insurance sales advice.

Use When

  • A renewal or new placement needs a structured legal and compliance diligence checklist.
  • Counsel or risk management needs the document requests and coverage-gap questions organized before a renewal.
  • Material changes, new operations, or contractual coverage obligations must be checked against the program before renewal.

Required Inputs

  • The renewal or placement context — what program or line is being renewed or placed, and the renewal or effective date as supplied, echoed and marked [deadline verification required].
  • The expiring policies or a completed insurance-policy-summary, if any, with source references.
  • The claims history, material changes since the last term, and any contracts requiring coverage, as provided.
  • The lines of coverage in scope — or not provided.
  • The user's role (insured / risk manager, in-house counsel, broker working with counsel, or other) — or not provided.
  • New operations, new jurisdictions, and any regulatory issues supplied by the user.
  • Jurisdiction(s) of operations, or [verify jurisdiction].

If the renewal/placement context, the lines in scope, or the user's role is missing, record it as not provided and return the missing-information list first.

Do Not Use When

  • The request is to recommend, compare, rank, or select carriers.
  • The request is to bind, place, or quote coverage, or for insurance sales, brokerage, or pricing advice.
  • The request is to decide what limits, retentions, or coverages to purchase, or to conclude that a program is adequate.
  • The request is for legal advice or a regulatory-compliance conclusion.

Read the full file on GitHub · 110 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 · 110 lines · 30 tokens per session scan A 5462e689ac1d

Subscribe to this mod's changes

Policy Renewal Placement Diligence Checklist is a skill published in the GitHub repository zgbrenner/agentcounsel (19 stars, last pushed 1mo ago), licensed MIT. It adds 30 tokens to every session and 1,640 once invoked, about $0.0002 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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