An intelligent insurance brokerage assistant designed for product discovery, lead registration, and comprehensive policy support.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install sdbao
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install sdbao using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is sdbao - AI Insurance Brokerage Assistant?
The sdbao skill is a robust insurance brokerage assistant that enables AI agents to provide professional insurance consulting services. It specializes in showcasing curated insurance products—ranging from medical and life insurance to retirement annuities—ensuring users find the right coverage based on their specific demographic and financial needs. By utilizing Openclaw Skills, this tool acts as a bridge between potential clients and professional brokers.
This skill is engineered to handle the initial stages of the insurance lifecycle, including product education, pricing transparency, and lead qualification. It provides a structured environment for users to explore complex financial products while ensuring that high-intent leads are captured and formatted for professional follow-up. Integrating sdbao into your workflow ensures a professional, compliant, and efficient insurance advisory experience.
sdbao - AI Insurance Brokerage Assistant Use Cases
- Providing personalized insurance product recommendations for medical, life, and accident coverage.
- Automating the collection of purchase leads for professional insurance brokers.
- Guiding users through the necessary documentation and steps for insurance claims.
- Explaining complex policy terms, exclusion clauses, and waiting periods.
- Offering instructions for policy renewals and management tasks.
How sdbao - AI Insurance Brokerage Assistant Works
- The user initiates a query regarding insurance recommendations or specific policy types.
- The agent identifies the user's area of interest, such as critical illness coverage or retirement planning.
- The skill retrieves product data and displays it using a standardized template that includes core highlights, target audience, and pricing.
- Upon user interest, the agent follows a step-by-step lead generation workflow to collect contact details and preferences.
- A structured lead card is generated, and the user is provided with a timeline for broker contact or customer service links.
sdbao - AI Insurance Brokerage Assistant Setup
To deploy this skill within your Openclaw Skills environment, follow these steps:
# Navigate to your agent's skill directory
cd path/to/openclaw/skills
# Add the sdbao skill folder and ensure products.md is configured
mkdir -p sdbao
cp path/to/sdbao/SKILL.md ./sdbao/
Ensure that the agent's configuration points to the product catalog metadata to enable accurate product retrieval and display.
sdbao - AI Insurance Brokerage Assistant Data Schema & Taxonomy
The skill organizes its operations through a clear taxonomy of product categories and user lead metadata.
| Component | Format | Description |
|---|---|---|
| Product Database | Markdown Table | Contains Product Name, Core Benefits, Target Audience, and Price Range. |
| Lead Capture | Structured List | Includes Name, Phone, Intent Product, Age, Budget, and Health Status. |
| Support Guides | Markdown Lists | Step-by-step instructions for claims, renewals, and complaints. |
| Lead Output | JSON/Card | A structured data block ready for CRM or manual broker processing. |
sdbao - AI Insurance Brokerage Assistant Advanced Features
- Natural conversation-driven lead collection to improve user conversion rates.
- Support for multi-category insurance filtering including medical, life, and accident types.
- Standardized response templates for professional-grade insurance consulting via Openclaw Skills.
- Built-in logic for claim assistance and policy management guidance.
- Automated generation of structured lead cards for seamless handoff to human brokers.
SKILL.md
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