🗺️ Insurance Operations · Journey Playbooks

Playbook: Make underwriting audit-proof

Complete files and renewal motions that retain the risks you want.

journey~60 minClaims AdjustersUnderwritersInsurance Ops

Journey Steps

1Step 1 — Underwrite with complete, defensible files: start with "Complete the risk checklist per line; gaps documented as 'not available', not skipped"
2Step 2 — Run renewals that retain good risks: start with "Start renewal review 60+ days out; no last-minute surprise premiums"
3How it fits together: If it is not in the file, it did not happen.

Commands

Install all referenced skills

$ npx skills add aniruddhaadak80/skills --skill underwriting-service-underwriting-file-discipline && npx skills add aniruddhaadak80/skills --skill underwriting-service-renewal-retain-win

Tags

#playbook#journey#insurance

Install this skill

$ npx skills add aniruddhaadak80/skills --skill playbook-insurance-underwriting-hygiene -a opencode

SKILL.md

# Playbook: Make underwriting audit-proof

> Complete files and renewal motions that retain the risks you want.

## When to Use This Skill

Complete files and renewal motions that retain the risks you want.

## Steps

1. Step 1 — Underwrite with complete, defensible files: start with "Complete the risk checklist per line; gaps documented as 'not available', not skipped"
2. Step 2 — Run renewals that retain good risks: start with "Start renewal review 60+ days out; no last-minute surprise premiums"
3. How it fits together: If it is not in the file, it did not happen.

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