Insurance Agent (P&C / Life) Pack
AI workflow pack for licensed P&C and Life/Health insurance agents — quote walkthroughs, policy explainers, renewal outreach, claim-event communication, life-event reviews.
AI workflow pack for licensed P&C and Life/Health insurance agents — quote walkthroughs, policy explainers, renewal outreach, claim-event communication, life-event reviews. NOT LEGAL OR COVERAGE ADVICE — consult your underwriter or licensed agent. The AI does not interpret policy language as binding, does not predict claim outcomes, and does not recommend dropping coverage.
What's inside
Files you'll receive
Every kit ships with the four standard formats — SKILL.md, an optimization pack, a Custom GPT prompt, and a per-platform quick start — plus the reference docs specific to this kit.
- · SKILL.md
- · custom-gpt-instructions.md
- · memory.md
- · optimization-pack.md
- · quick-start.md
- · reference-workflows.md
$14
One-time, lifetime access. Download instantly after checkout.
Tools we recommend with this kit.
Hand-picked companions to the kit's workflow. Lumenari customers tend to use these alongside the prompts inside.
- Cursor
The IDE built for pairing with AI. Lumenari kits drop into Cursor as project rules and instantly upgrade its output.
- Notion AI
Notion with AI baked into every page. Great for storing Lumenari prompts as a team knowledge base.
- Perplexity Pro
AI-native research assistant with sources. The fastest way to validate a prompt's assumptions before you ship.
Disclosure: we may earn a commission from links in this section. We only recommend tools we use ourselves.