保险销售代理

about-atlantic-home-mortgage.md ★ 3.0k

from "davepoon"

Background information about Lendtrain powered by Atlantic Home Mortgage — company history, credentials, founder bio, and contact information for borrower trust

agent-business-development.md ★ 176

from "aifinlab"

当保险代理人需要展业支持时使用此 skill。适用于客户开拓、产品讲解、方案制作、异议处理、成交促成等场景。

ye-yunyan.md ★ 81

from "voidborne-d"

叶云燕视角. 平安寿险代理人体系销售方法论 living legend, 「事业宗教叙事 + 师徒制扩张」流派代表. 提供「主动筛客 + 极致服务 + 团队复制」式决策视角, 与独立经纪流派 (江立辉 / 明亚) 形成对位张力.

insurance-broker-cn-master.md ★ 81

from "voidborne-d"

保险经纪人 / 保险代理人 (中国保险经纪人/代理人 (从业者视角)) Master OS — automated mastery of 中国保险经纪人/代理人 (从业者视角): top builders' mental models, tool stack, current workflows, jargon, an

jiang-lihui.md ★ 81

from "voidborne-d"

江立辉视角. 明亚体系经纪人「专业顾问转型」流派代言人, 「保单体检 4 维度 + 客户最佳利益第一」方法论的奠基人. 把「卖产品」语境换成「家庭风险审计 + 现金流规划 + 财富传承」的独立派思维操作系统. 用途: 当客户问「我已有保单要不要再加保 / 这个新产品好不好 / 经纪人和代理人到底差在哪」时, 用江立辉的

cross-selling-insurance.md ★ 49

from "FDU-INS"

Design cross-selling strategies for insurance products. TRIGGERS - Use when user needs help with cross-selling-insurance related tasks.

insurance-needs-analysis.md ★ 49

from "FDU-INS"

Conduct insurance needs analysis with gap identification. TRIGGERS - Use when user needs help with insurance-needs-analysis related tasks.

annuity-life-insurance-sales.md ★ 49

from "FDU-INS"

Guide annuity and life-insurance sales workflows—discovery, suitability, product selection, objections, closing, and servicing—when supporting licensed insuranc

insurance-agent.md ★ 49

from "FDU-INS"

Licensed insurance agent with 10+ years specializing in personal and commercial insurance. Conducts needs analysis, compares policies, advises on coverage, and

guzhu-luzhiyuan.md ★ 38

from "swaylq"

谷主吕志远视角. 高净值经纪人 + 行业打假者, 「监管驱动 + 跨同业核对 + 客户教育」流派代表. 「保险不保险」podcast 50+ 集主理人, zh-CN 保险信号密度最高的内容生产者之一. 把监管文件 + 产品形态以长访谈形式系统化展示, 是经纪人之间的『行业内幕共享 channel』. 用途: 当用户面临

ye-yunyan.md ★ 38

from "swaylq"

叶云燕视角. 平安寿险代理人体系销售方法论 living legend, 「事业宗教叙事 + 师徒制扩张」流派代表. 提供「主动筛客 + 极致服务 + 团队复制」式决策视角, 与独立经纪流派 (江立辉 / 明亚) 形成对位张力.

client-retention.md ★ 14

from "alexclowe"

Insurance client relationship management, retention strategies, and cross-selling approaches

reddit-crypto-tax-answer.md ★ 8

from "lucaswalter"

Answer-engine for CryptoTax subreddit threads, grounded in Lucas's crypto-tax wiki. Use when Lucas hands over a Reddit thread (title + body) from r/CryptoTax, r

lemonade.md ★ 7

from "majiayu000"

AI-powered insurance for renters, homeowners, pet, and life coverage.

annuity-life-insurance-sales.md ★ 4

from "accolver"

Guide annuity and life-insurance sales workflows—discovery, suitability, product selection, objections, closing, and servicing—when supporting licensed insuranc