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用 Codex 或 Claude 安装复制这段 Prompt,粘贴到 Codex、Claude 或其他助手里,让它先审查 Skill 页面再帮你安装。
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📖 English version · 中文文档
用 Codex 或 Claude 安装复制这段 Prompt,粘贴到 Codex、Claude 或其他助手里,让它先审查 Skill 页面再帮你安装。
复制前请先查看来源、License 和安全提示。
来源文件:README.md
📖 English version · 中文文档
最近一段时间,“龙虾”、智能体、技能(Skill)等概念持续升温,正迅速从技术圈走向更广泛的产业讨论。越来越多的人开始意识到,大模型会聊天,不算真本事。能核保、能理赔、能处理客服难题,才是保险AI的"硬通货"。Skill作为智能体的"专业技能包"——把核保规则、理赔流程、客服话术等特定场景的能力,封装成即插即用的模块,从而使得智能体能真正进入保险业务。
但在实际建设中,行业普遍面临四大难题:
缺:真正贴合保险场景的高质量Skill太少;
难:不知道场景化Skill该怎么设计、怎么沉淀;
乱:同类Skill鱼龙混杂,难以快速判断优劣;
慢:即使找到可用能力,也缺乏统一、低门槛的集成方式。
Insurance-Skills正是为解决这些问题而生,聚焦保险领域 Skill 的汇聚、组织、评估与复用,致力于构建面向保险智能体应用的开放能力底座。
Insurance-Skills 是由 复旦大学许闲教授团队 发起的面向保险场景的开源 Skill 基础设施平台。项目聚焦保险领域 Skill 的系统汇聚、结构化组织、多维评测与工程化复用,旨在将保险行业中分散、隐性的业务能力沉淀为可发现、可理解、可比较、可调用、可复用的标准化 Skill 资产。Insurance-Skills 不仅是 Skill 的展示入口,也是保险行业能力沉淀、能力评价与能力复用的统一底座。
📦领域能力汇聚平台多渠道持续收集、整理并沉淀保险领域 Skill,形成可发现、可检索、可复用的能力资产库 |
📈领域能力评价平台建立统一的多维度评测框架,提升 Skill 的可比性、可解释性与选型效率 |
⚙️领域能力基础设施平台为保险 Agent、Copilot、流程自动化与业务系统提供标准化能力底座 |
Insurance-Skills 聚焦保险业务流程中最具 Skill 化潜力的核心场景,覆盖从产品咨询、核保理赔到合规风控和运营支持的完整能力空间。
🛡️产品咨询产品介绍 责任说明 条款解读 投保问答 |
📄保单服务保单查询 续保提醒 保全办理 批改说明 |
🧬核保支持告知解释 风险问答 材料核验 核保辅助 |
🧾理赔服务理赔报案 材料准备 进度查询 赔付说明 |
🎧客服支持FAQ 标准话术 流程引导 坐席辅助 |
🎯营销推荐客户触达 需求匹配 产品推荐 转化支持 |
⚖️合规风控规则校验 异常识别 流程合规 权限控制 |
📊运营支持日常运营 流程协同 数据整理 任务追踪 |
🎓知识问答制度解释 业务培训 流程说明 知识服务 |
🤖能力编排工具调用 任务拆解 流程执行 结果校验 |
Insurance-Skills 面向保险智能体建设,提供一套可发现、可比较、可评测、可集成的领域 Skill 基础设施。平台将分散在不同来源、不同业务场景中的保险能力沉淀为结构化资产,帮助团队更快完成能力选型、方案验证与工程落地。
🔭Skill收集多渠道持续收集保险场景 Skill,覆盖咨询、核保、理赔、客服、风控、运营等高频业务环节 |
⚡快速检索基于场景、标签、功能方向和质量特征进行快速检索,降低 Skill 查找与理解成本 |
🧩良好集成围绕使用方式、输入输出、依赖条件和风险边界进行标准化描述,便于接入保险 Agent 流程 |
📊质量评估建立多维度 Skill 评测体系进行规则化风险评估,支持横向比较、质量筛选、持续治理和版本迭代 |
Insurance-Skills 不只收录 Skill,也关注 Skill 是否真正可用、可控、可维护。我们构建了一套面向保险场景的Skill评估框架。框架从清晰度、完整度、可操作性、可维护性和安全性五个维度对样本进行规则化质量评估,并通过九个完整覆盖保险数据、业务安全的标签进行规则化风险评估。
Insurance-Skills 围绕 Skill 的发现、理解、评测和复用构建平台能力。用户可以通过统一入口浏览不同保险场景下的 Skill,查看结构化说明与质量评分,并据此开展能力筛选、方案比较和集成验证。
我们希望平台不仅是一个 Skill 展示库,也能够逐步演化为保险智能体能力建设、质量治理和行业协作的开放基础设施。Insurance-Skills 将围绕保险智能体建设持续迭代,未来将重点推进保险 Skill 的动态收集与更新,完善保险 Skill 深度测评标准,探索保险场景智能体建设应用,并进一步开展保险智能体可信应用、安全治理和生态协同研究。
复旦大学许闲教授团队长期立足风险管理与保险学科,聚焦大语言模型、多智能体系统、可信人工智能等前沿技术在金融、保险领域中的跨学科创新结合与应用。团队致力于打通学科问题、模型方法与行业场景之间的连接,开展具有理论深度、方法先进性和现实解释力的交叉研究。我们希望以风险管理与保险中的真实问题为牵引,推动前沿模型技术从可用走向可信、可解释、可落地,形成既服务学术创新,又回应中国保险行业实践需求的研究成果。
我们将持续建设兼具模型研发能力、学科洞察能力和产业转化能力的研究平台,成为保险学术研究、智能技术创新与行业应用实践之间的重要连接者。
欢迎大家对本项目提出优化建议、反馈使用体验,并参与相关能力的共建与完善。
同时,我们期待开展更深入的沟通、合作与探索。如果你对保险科技、保险场景智能体应用、可信 AI 评估、行业应用验证或相关交叉研究感兴趣,欢迎与我们联系。我们也欢迎对本方向有长期兴趣的同学、研究者加入我们,共同推动保险科技的创新与落地应用。
联系邮箱: insurance@fudan.edu.cn
填写问卷:
Insurance-Skills
Building reusable, evaluable and trustworthy Skills for insurance agents.
name: sales
description: >
Master orchestrator for the sales intelligence engine. Routes /sales commands
to the correct subagent or skill. Trigger: any message starting with "/sales".
Flagship command: /sales prospect <url> launches 5 parallel subagents for
comprehensive prospect analysis. All engines are industry-agnostic — the same
orchestrator works for SaaS, insurance, real estate, or any vertical by loading
the appropriate runtime config.This is a routing hub. It receives a /sales command, identifies the target skill,
and dispatches execution. It does not perform analysis itself — subagents and skills
do the work. The orchestrator's job is classification, routing, and aggregation.
Governed by: Hub-and-Spoke
/sales commandsIngress: User invokes /sales <command> [arguments]. Schema validation:
command must match a registered route. Arguments must match the target skill's
expected input type (URL, prospect name, description, or none).
Middle: Route to the correct skill. For /sales prospect, launch 5 parallel
subagents, collect results, compute composite score, assemble final output. For
all other commands, dispatch to the matching skills/sales-<command>/SKILL.md.
Egress: Markdown file output (or terminal output for /sales quick). Read-only
view of the analysis. No logic in the output — it is a report.
| Command | Skill | Output File |
|---|---|---|
/sales prospect <url> | sales-prospect | PROSPECT-ANALYSIS.md |
/sales quick <url> | (inline) | Terminal output |
/sales research <url> | sales-research | COMPANY-RESEARCH.md |
/sales qualify <url> | sales-qualify | LEAD-QUALIFICATION.md |
/sales contacts <url> | sales-contacts | DECISION-MAKERS.md |
/sales outreach <prospect> | sales-outreach | OUTREACH-SEQUENCE.md |
/sales followup <prospect> | sales-followup | FOLLOWUP-SEQUENCE.md |
/sales prep <url> | sales-prep | MEETING-PREP.md |
/sales proposal <client> | sales-proposal | CLIENT-PROPOSAL.md |
/sales objections <topic> | sales-objections | OBJECTION-PLAYBOOK.md |
/sales icp <description> | sales-icp | IDEAL-CUSTOMER-PROFILE.md |
/sales competitors <url> | sales-competitors | COMPETITIVE-INTEL.md |
/sales report | sales-report | SALES-REPORT.md |
/sales report-pdf | sales-report-pdf | SALES-REPORT-*.pdf |
| Category | Weight | Subagent |
|---|---|---|
| Company Fit | 25% | sales-company |
| Contact Access | 20% | sales-contacts |
| Opportunity Quality | 20% | sales-opportunity |
| Competitive Position | 15% | sales-competitive |
| Outreach Readiness | 20% | sales-strategy |
Composite Score = Weighted average of all 5 categories (0-100).
| Score | Grade | Action |
|---|---|---|
| 90-100 | A+ | Hot Lead — prioritize immediately |
| 75-89 | A | Strong Prospect — significant investment |
| 60-74 | B | Qualified Lead — standard approach |
| 40-59 | C | Lukewarm — nurture, don't hard sell |
| 0-39 | D | Poor Fit — deprioritize or disqualify |
| Variable | Source | Changes When |
|---|---|---|
| Target URL | User input | Every invocation |
| Prospect name | User input or extracted | Every invocation |
| Industry vertical | Runtime config | Config swap |
| Industry-specific signals | Runtime config | Config swap |
| Company type detection rules | Runtime config | Config swap |
| Qualification weight overrides | Runtime config (optional) | Config swap |
Governed by: C&V
Constants:
/sales command maps to exactly one skill./sales prospect is the only command that launches parallel subagents.Variables:
IMO:
/sales <command> [args].Go/No-Go: Command matches a registered route. Arguments are present if required.
Governed by: Hub-and-Spoke
Constants:
skills/sales-<command>/SKILL.md./sales prospect, dispatch 5 subagents in parallel (not sequential).Variables:
IMO:
/sales prospect → launch 5 parallel subagent calls:
agents/sales-company.md → Company researchagents/sales-contacts.md → Contact intelligenceagents/sales-opportunity.md → Opportunity assessmentagents/sales-competitive.md → Competitive analysisagents/sales-strategy.md → Outreach strategy
For all other commands → read and execute the target skill.Go/No-Go: Skill file exists and is readable. Arguments match skill's expected input.
Governed by: IMO
Constants:
/sales prospect output.Variables:
IMO:
Go/No-Go: At least 3 of 5 subagents returned valid scores. If fewer than 3, flag as incomplete analysis — do not assign a grade.
Governed by: CTB
Constants:
Variables:
IMO:
/sales quick).Go/No-Go: Output file written successfully. Contains all required sections.
| Skill | Benefits From | Feeds Into |
|---|---|---|
| prospect | all 5 subagents | report, report-pdf |
| outreach | research, contacts | followup |
| prep | research, contacts, qualify | proposal |
| proposal | qualify, competitors | (terminal) |
| report | all prospect analyses | report-pdf |
| objections | competitors | prep, outreach |
/sales quick <url>)This is the only command handled inline (no external skill file):
| File | Contains | Load When |
|---|---|---|
factory/agents/skill-creator/SKILL.md | Block format spec | Creating new skills |
factory/agents/CAR_SKILL_TEMPLATE.md | Car-specific skill template | Creating repo-specific skills |
agents/*.md | 5 subagent definitions | /sales prospect dispatch |
skills/sales-*/SKILL.md | 13 skill packages | Any /sales command |
templates/*.md | Output templates | Skills that generate docs |
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