Local-first insurance record organizer for tracking policies, renewals, claims logs, and related insurance records. Use when the user wants to store policy details, list recorded policies, track renewal dates, log claim events, or summarize insurance records. NEVER provides insurance advice, recommends coverage amounts, or facilitates policy purchases.
Local-first insurance record manager. Track what is already on file, keep dates organized, and log claim-related events.
memory/insurance/Insurance decisions depend on individual circumstances, jurisdiction, and exact policy language. This skill is only for organizing and reviewing stored insurance records. Missing categories in stored records do not imply the user needs additional insurance. For coverage decisions or legal interpretation, consult a licensed insurance professional.
This skill stores local JSON files in:
memory/insurance/policies.jsonmemory/insurance/claims.jsonAdditional files may be added later as the skill expands.
User: "Add my home insurance policy"
→ Use scripts/add_policy.py
→ Store the policy details locally
User: "Show my insurance policies"
→ Use scripts/list_policies.py
→ Show all policies already stored in local records
User: "Any insurance renewals coming up?"
→ Use scripts/check_renewals.py --days 60
→ Show policies in local records renewing soon
User: "Summarize my insurance records"
→ Use scripts/generate_summary.py
→ Show totals by type, total annual premium, and upcoming renewals
User: "Log a claim for my auto policy"
→ Use scripts/log_claim.py
→ Store claim-related event details locally
| Script | Purpose |
|---|---|
add_policy.py | Add a new policy record |
list_policies.py | List all stored policies |
check_renewals.py | Find policies renewing soon |
generate_summary.py | Summarize stored policy records |
log_claim.py | Log a claim or incident record |
This skill is for local insurance record organization only. It does not provide insurance advice, recommend coverage levels, interpret legal policy obligations, or replace licensed professionals.