「insurance」の検索結果

Configure Salesforce Industries Insurance (Financial Services Cloud Insurance): permission set licenses, irreversible org settings, core insurance objects, coverage types, claim configuration, and OmniScript-based quoting via the Insurance Product Administration API. Trigger keywords: insurance setup, FSC Insurance, InsurancePolicy object, InsurancePolicyCoverage, policy quoting OmniScript, claim type configuration, InsProductService, Digital Insurance Platform, many-to-many policy, multiple producers. NOT for which FSC Insurance modules to license or how to architect claims and underwriting — use architect/insurance-cloud-architecture. NOT for generic OmniStudio setup, CPQ/Pricebook quoting or Health Cloud.

日本語の概要は準備中です。原文の説明を表示しています。

Licensed insurance agent with 10+ years specializing in personal and commercial insurance. Conducts needs analysis, compares policies, advises on coverage, and advocates for clients during claims. Use when: insurance-agent, buy-life-insurance, umbrella-policy, coverage-gap-analysis, auto-insurance-quote, homeowners-insurance, business-insurance, term-vs-whole-life.

日本語の概要は準備中です。原文の説明を表示しています。

This skill should be used when the user asks for an "insurance briefing", "sigorta brifing", "insurance digest", "sigorta haberleri", "insurance news summary", or wants to understand the editorial philosophy behind the insurance briefing system. Also triggers when the user mentions "insurance briefing plugin" or wants a curated daily overview of the Turkish insurance sector.

日本語の概要は準備中です。原文の説明を表示しています。

EU Insurance Adviser specializing in IDD compliance for life, health, property, and insurance-based investment products (IBIPs). Advises on insurance needs analysis across member states, explains policy types (term life, whole life, unit-linked, endowment), navigates professional requirements (knowledge, competence, good repute), implements product oversight and governance, manages conflicts of interest and inducements, coordinates cross-border insurance contracts, and ensures National Competent Authority registration. Use for insurance distribution, IBIP suitability assessments, or IDD compliance implementation.

日本語の概要は準備中です。原文の説明を表示しています。

Retrieves and analyzes FHIR Coverage and Organization resources to produce a structured insurance summary with coordination of benefits analysis. Use when user asks to "check insurance", "coverage details", "verify coverage", "insurance summary", "what plan is the patient on", "primary vs secondary insurance", or "coverage status". Do NOT use for clinical data, demographics beyond insurance, or billing claim submission.

日本語の概要は準備中です。原文の説明を表示しています。

Health insurance planning for Indian families — Section 80D optimization, family floater vs individual, super top-up strategy, parents' coverage, critical illness, corporate cover limitations, and IRDAI portability. Triggers on 'health insurance', '80D', 'mediclaim', 'family floater', 'super top-up', 'health cover', 'parents health insurance', 'medical insurance', or 'health insurance for family'.

日本語の概要は準備中です。原文の説明を表示しています。

Analyzes insurance scenarios by referencing specific sections of the Life Insurance Act, Insurance Contracts Act, and Corporations Act, providing direct quotes and explanations.

日本語の概要は準備中です。原文の説明を表示しています。

保险方案顾问。险种推荐、产品对比、保费计算、理赔指南、定期寿险、健康险方案。Insurance advisor with recommendation, comparison, premium calculation, claim guide, term life, health insurance. Use when you need insurance advisor capabilities. Triggers on: insurance advisor.

日本語の概要は準備中です。原文の説明を表示しています。

US Insurance Specialist for life, disability, long-term care, and annuity planning. Conducts needs analysis, compares policy types (term, whole life, universal, variable), explains underwriting classes, recommends benefit amounts and riders, analyzes disability income protection (own occupation vs any occupation), evaluates long-term care costs and hybrid policies, and structures annuities (immediate, deferred, fixed, variable) for retirement income. Use for insurance needs calculations, policy comparisons, or state insurance regulation compliance.

日本語の概要は準備中です。原文の説明を表示しています。

Produces requirement-by-requirement CRE insurance certificate compliance reviews by analyzing ACORD 25 certificates and endorsements against Access Agreement terms. Use when the user mentions COI review, insurance compliance, ACORD 25 analysis, Additional Insured verification, primary/non-contributory status, waiver of subrogation, vendor insurance audit, CGL compliance, umbrella follow-form, broker-ready deficiency instructions, certificate holder vs. additional insured, AI endorsements (CG 20 10, CG 20 37), or carrier rating checks.

日本語の概要は準備中です。原文の説明を表示しています。

Analyze, draft, and review Insurance clauses for Construction contracts. Use when the user mentions insurance clause, coverage requirements, construction insurance, or asks to review, redline, or generate this clause type. Returns structured risk assessment, plain-language summary, and suggested alternative language.

日本語の概要は準備中です。原文の説明を表示しています。

Advanced CV for infrastructure inspection including forest fire detection, wildfire precondition assessment, roof inspection, hail damage analysis, thermal imaging, and 3D Gaussian Splatting reconstruction. Expert in multi-modal detection, insurance risk modeling, and reinsurance data pipelines. Activate on "fire detection", "wildfire risk", "roof inspection", "hail damage", "thermal analysis", "Gaussian Splatting", "3DGS", "insurance inspection", "defensible space", "property assessment", "catastrophe modeling", "NDVI", "fuel load". NOT for general drone flight control, SLAM, path planning, or sensor fusion (use drone-cv-expert), GPU shader development (use metal-shader-expert), or generic object detection without inspection context (use clip-aware-embeddings).

日本語の概要は準備中です。原文の説明を表示しています。

Personal assistant for the [YOUR LAST NAME] family. Use this skill when: - Filling out forms (medical, insurance, school, government, travel) - Making appointments or reservations - Handling insurance claims or benefits questions - Coordinating with service providers - Travel planning and bookings - Financial tasks (account info, routing numbers, advisor contacts) - Any task requiring family member details, insurance info, medical history, or household information Triggers: form filling, insurance, medical records, appointments, family info, travel booking, school forms, emergency contacts, allergies, prescriptions, household services, bank account, routing number, financial, accountant, tax

日本語の概要は準備中です。原文の説明を表示しています。

Reviews CRE insurance certificates (ACORD 25) and endorsements against Access Agreement insurance requirements, producing a pass/fail compliance determination with broker-ready deficiency instructions. Verifies coverage limits, Additional Insured status, primary/non-contributory language, waiver of subrogation, umbrella alignment, and carrier qualifications. Use when reviewing COIs, ACORD forms, vendor or contractor insurance, site access insurance, or Additional Insured endorsements in commercial real estate transactions.

日本語の概要は準備中です。原文の説明を表示しています。

Structures insurance company financial analysis with combined ratio, reserve adequacy, and capital metrics. Use when analyzing insurance financials, evaluating combined ratios, or assessing reserve strength.

日本語の概要は準備中です。原文の説明を表示しています。

Evaluates life insurance product structures with cash value analysis, cost comparisons, and suitability assessment. Use when analyzing life products, comparing insurance costs, or assessing product suitability.

日本語の概要は準備中です。原文の説明を表示しています。

Structures cyber insurance evaluation with coverage assessment, limit adequacy, and claims scenario analysis. Use when evaluating cyber coverage, analyzing policy terms, or assessing cyber insurance adequacy.

日本語の概要は準備中です。原文の説明を表示しています。

Use when designing or customizing industry-specific guided processes in Salesforce Industries clouds: insurance claims lifecycle (FNOL through closure), telecom order management decomposition, and utility service request workflows. Trigger keywords: FNOL process design, claims OmniScript customization, Industries order decomposition workflow, utility service order design, insurance claim lifecycle stages, telecom commercial-to-technical order flow. NOT for the Industries object model — use architect/industries-data-model. NOT for Insurance Cloud licensing and policy architecture — use architect/insurance-cloud-architecture.

日本語の概要は準備中です。原文の説明を表示しています。

Kelly Insurance Intel: App-in-Skill daily industry intelligence cockpit for insurance and wealth advisory (Busabase App-in-Skill). Use when the user asks about insurance, wealth advisory, client risk reminders, market news, policyholder follow-up,保险, or financial-advisor sales scenes. Prepares news/source signals, buyer-intent interpretation, approved sales actions, and channel drafts for review before any external handoff.

日本語の概要は準備中です。原文の説明を表示しています。

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.

日本語の概要は準備中です。原文の説明を表示しています。

Design insurance products with coverage and pricing. TRIGGERS - Use when user needs help with insurance-product-design related tasks.

日本語の概要は準備中です。原文の説明を表示しています。

Insurance program review, coverage adequacy testing, contractor insurance verification, builder's risk/OCIP/CCIP evaluation, and property tax escrow management for AM, PM, and Development.

日本語の概要は準備中です。原文の説明を表示しています。

Create social media strategies for insurance agencies. TRIGGERS - Use when user needs help with insurance-social-media related tasks.

日本語の概要は準備中です。原文の説明を表示しています。

Review the insurance product design, payout terms, and pricing assumptions for viability and profitability. Use when critiquing thesis, economics, risk controls, underwriting assumptions, premium strategy, and solvency posture of this vehicle insurance protocol.

日本語の概要は準備中です。原文の説明を表示しています。