Document Generation · Wild GitHub
insurance-agent-customer-crm
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。
- needs key
Composite
C 4.3 · A 2.1
How we got there
1 source verified
- Best source
github:SKILL.md - Authority tier Tier 3 — Wild GitHub
- Source link https://github.com/FDU-INS/Insurance-Skills/blob/1f8d2e988a3db744c5b603589f449dc51a9ff718/Skills/insurance-agent-customer-crm/SKILL.md ↗
- First published 2026-05-22
Use this skill
/plugin install insurance-agent-customer-crmMore in Document Generation
Use this skill whenever the user wants to do anything with PDF files.
pptx
Use this skill any time a .pptx file is involved in any way — as input, output, or both. This includes: creating slide decks, pitch decks, or presentations; reading, parsing, or extracting text from…
github-zarazhangrui-frontend-slides
Create beautiful slides on the web using Claude's frontend skills
docx
Use this skill whenever the user wants to create, read, edit, or manipulate Word documents (.docx files). Triggers include: any mention of 'Word doc', 'word document', '.docx', or requests to…
Auto-indexed. Editorial review pending — score is based on the rubric only.