AgentSkillsCN

Process Insurance Renewal

处理保险续保事务

SKILL.md

Process Insurance Renewal

Description

Processes insurance policy renewals including premium calculation adjustments, risk reassessment, coverage review, and renewal offer generation.

Domain

Insurance / Policy Administration

Use Cases

  • Commercial policy renewals
  • Personal lines renewals
  • Fleet insurance renewals
  • Professional liability renewals
  • Property insurance renewals

Input Parameters

  • renewal_id: Unique renewal identifier
  • policy_id: Policy being renewed
  • policy_type: Type of insurance policy
  • current_premium: Current policy premium
  • claims_history: Claims in current policy period
  • risk_changes: Changes to insured risk profile
  • market_conditions: Current market factors
  • renewal_date: Effective date of renewal

Output

  • Premium adjustment calculation
  • Risk reassessment results
  • Coverage recommendations
  • Renewal offer details
  • Retention risk assessment

Business Rules

  1. Apply experience rating based on claims history
  2. Adjust for changes in risk exposure
  3. Apply market rate adjustments
  4. Consider loyalty discounts for long-term policyholders
  5. Flag high-risk renewals for underwriter review