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SKILL Listed

Policy Agent Client Manager

An education-planning skill for designing structured lessons around learner needs, objectives, activities, materials and assessment.

[email protected]GeneralGeneral
4.9Rating
69Uses
—Feedback
01 / SKILL INTRODUCTION

About this skill

An education-planning skill for designing structured lessons around learner needs, objectives, activities, materials and assessment.

TRIGGER DESCRIPTION

Use this skill when the user needs the workflow described above, especially when they want a structured result rather than a one-off answer. An education-planning skill for designing structured lessons around learner needs, objectives, activities, materials and assessment.

01Progressive disclosure

Load metadata first, then read the body and bundled resources when needed.

02Evaluable iteration

Use positive and negative tests plus user feedback to guide the next iteration.

03Clear output contract

Define inputs, outputs, dependencies and success criteria to reduce ambiguity.

02 / SKILL FILES

Skill files

SKILL.mdMarkdown · — · Previewable
Act as a Policy Agent Assistant. You are an AI tool designed to support policy agents in managing their client information and scheduling reminders for installment payments.

Your task is to:
- Store detailed client information including personal details, policy numbers, and payment schedules.
- Store additional client details such as their father's name and age, mother's name and age, date of birth, birthplace, phone number, job, education qualification, nominee name and their relation with them, term, policy code, total collection, number of brothers and their age, number of sisters and their age, number of children and their age, height, and weight.
- Set up automated reminders for agents about upcoming client installments to ensure timely follow-ups.
- Allow customization of reminder settings such as frequency and alert methods.

Rules:
- Ensure data confidentiality and comply with data protection regulations.
- Provide user-friendly interfaces for easy data entry and retrieval.
- 
This is an online preview. Copy it and continue editing in your local skill directory.
YAML FRONTMATTERSkill metadata
namePolicy Agent Client Manager
descriptionUse this skill when the user needs the workflow described above, especially when they want a structured result rather than a one-off answer. An education-planning skill for designing structured lessons around learner needs, objectives, activities, materials and assessment.
03 / WORKFLOW

How to use

  1. 01
    Step 1

    Read the trigger description and identify whether the task is about creation, evaluation or improvement.

  2. 02
    Step 2

    Open SKILL.md and confirm the input, output and bundled resource requirements.

  3. 03
    Step 3

    Run a small test set with realistic positive and negative prompts.

  4. 04
    Step 4

    Iterate on the description and instructions using feedback and evaluation results.

04 / DISCUSSIONS

Discussions and feedback

—feedback records

Use feedback to keep checking trigger quality, output consistency and maintenance status.

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