Claude Code Skills·Claude Skills·The open SKILL.md registry for Claude
ClaudSkills / General / ai-tooling

Insurance Agent Customer CRM

Category: General  ·  Sub-category: ai-tooling  ·  Last updated:
ai:agent
帮助保险代理人将pdf、Excel、Word、PPT等各类客户资料转化为个人客户信息资料库,方便小龙虾调用和使用,回答下列问题:"帮我为下个月生日的客户撰写个性化的生日祝福"、"帮我为每个保单客户撰写一份个性化的理财活动邀约",等等。

What this skill does

Insurance Agent Customer CRM is a community-contributed Claude Code skill in the ai-tooling sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/insurance-agent-customer-crm/ and loads when your prompt matches the skill's trigger.

Who uses this skill

The Insurance Agent Customer CRM Claude Code skill is built for Claude Code users and developers across all disciplines looking for general-purpose AI assistance. It's part of ClaudSkills (also referred to as Claude Skills or Claude Code Skills) — the open community-curated registry of 69,000+ SKILL.md files for Anthropic's Claude Code agent and the wider Claude ecosystem (Claude API, Claude Agent SDK).

How to install

Free

Manual install (2 steps)

mkdir -p ~/.claude/skills/insurance-agent-customer-crm
curl -L https://claudskills.com/skills/insurance-agent-customer-crm/SKILL.md \
  -o ~/.claude/skills/insurance-agent-customer-crm/SKILL.md

Or just download SKILL.md directly and drop it into ~/.claude/skills/insurance-agent-customer-crm/. Claude Code auto-discovers it on next session.

Skills live at ~/.claude/skills/insurance-agent-customer-crm/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\insurance-agent-customer-crm\SKILL.md on Windows. See the full install guide for step-by-step instructions.

Pro

One-click install via the desktop app

The ClaudSkills desktop app installs any skill directly into ~/.claude/skills/ with one click — no terminal required. Pro starts at $9/mo or $149 lifetime.

Pro

For the full experience including quality scoring and one-click install features for each skill — upgrade to Pro.

Attribution & license

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Part of ClaudSkills — the open registry for Claude Skills & Claude Code Skills.  ·  What's New  ·  Install guide  ·  About  ·  llms.txt

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