Renewal Calendar
CommunityProactive policy renewal management.
Finance & Accounting#risk management#calendar#renewal#insurance#premium analysis#comparison shopping
Authorhvkshetry
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill helps users proactively manage upcoming insurance policy renewals, preventing coverage gaps and ensuring competitive rates by flagging significant premium increases.
Core Features & Use Cases
- Renewal Tracking: Compiles a calendar of policy renewals within 90, 180, and 365-day windows.
- Rate Analysis: Calculates year-over-year premium changes and flags policies with increases over 10%.
- Meeting Coordination: Cross-references renewal dates with existing calendar appointments.
- Use Case: An insurance advisor can use this to get a prioritized list of policies due for renewal, identify those with significant price hikes, and prepare for client meetings to discuss options.
Quick Start
Generate a prioritized action list for upcoming policy renewals.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: Renewal Calendar Download link: https://github.com/hvkshetry/StewardOS/archive/main.zip#renewal-calendar Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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