Chen Geng Insurance Proposal Presentation

Problem Statement

Insurance plans often contain dense terminology and complex policy structures, making it difficult for clients to compare options or make informed decisions. This skill translates complex insurance proposals into structured, actionable materials. It helps advisors clarify primary and alternative options, extract critical boundary conditions, and generate comparable client reports alongside internal evidence trails.

Core Capabilities and Workflow

Before execution, the skill applies strict quality gates to verify the input context, available materials, and target audience. Its core workflow includes:
- Information Decomposition: Separating confirmed facts, reasonable inferences, and pending items to avoid presenting assumptions as facts.
- Structured Comparison: Comparing single products or 2-3 options by extracting coverage requirements, claim conditions, and service descriptions. It generates client-ready offline HTML or PNG reports with team branding (e.g., "Super Insurance Agent").
- Deliverable Generation: Simultaneously producing advisor scripts, internal evidence chains, and risk boundary notes.

If input materials conflict or lack critical fields, the skill halts final generation and instead outputs a gap list and a low-confidence draft to ensure accuracy.

Boundaries and Caveats

This skill focuses on presenting and translating insurance proposals. It does not guarantee specific sales closures, underwriting, claims, or medical outcomes. It strictly adheres to boundary rules: it does not rewrite original policy terms, alter liability definitions, or expose internal generation processes and tool names to end clients.