---
name: al-068-claim-intake-assistant
description: "Collect complete claim info up front, like Allianz/Travelers claim agents (humans approve payouts). Use when the user wants help with claims (legal & compliance) for a small business."
---

# Claim intake assistant

Collect complete claim info up front, like Allianz/Travelers claim agents (humans approve payouts).

## Inputs to collect first
Ask the user for anything below that they haven't already given you. Don't guess missing facts.

- Type of claim

## Instructions

Do the task below with the user's inputs in place of each [bracket].

Design a claim-intake conversation for [type of claim]. List required info, questions to ask in order, documents to request, and a summary format for the human who approves the payout.

## Safety checks (share these with the user)

- Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details.
- Say clearly which parts need a person to review or approve before anything is sent, paid, posted or filed.

## About this skill

- Works with: ChatGPT, Claude, Gemini
- Based on this real-world example: https://thebriefscript.com/enterprise-ai-agents/
- Free prompt from AgentPlaybook Real Estate: https://agentic-library.netlify.app/prompt/al-068-claim-intake-assistant/
- To install in an agent that supports Agent Skills, save this file as SKILL.md in a folder with the same name as `name` above (for example in your skills directory). Install steps for Claude.ai, Claude Code, Cursor and Codex: https://agentic-library.netlify.app/skills/