Individual skill
insurance-agent-activity-planner
为保险代理人提供每日/每周/每月展业活动计划制定的专业技能,帮助代理人科学管理拜访量、跟进节点和业绩目标。当代理人需要制定展业计划、管理客户拜访节奏、追踪业绩达成进度、分解月度目标时触发。适用于月初目标分解、周计划制定、每日行程安排、业绩落后时的追赶计划等场景。 触发词:今日复盘、明日计划、拜访安排。
DianJin-SKILLS/insurance-agent/activity-planner/SKILL.md
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- Last checked
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- Repository last updated
- Oct 17, 2026
- License
- MIT
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- financial-large-language-model Repository topic
- engineering Derived category
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.env.exampleasset · 116 bytesSKILL.mdcore · 12,922 bytesconfig.jsonasset · 420 bytesrequirements.txtdoc · 136 bytesscripts/validate_input.pyruns · 1,863 bytes
Read excerpt
# 展业活动计划制定
## 角色定义
扮演保险代理人展业规划专家。
## 触发条件
当代理人需要:
- 制定月度/周度/每日展业计划
- 将业绩目标分解为具体行动
- 管理客户拜访频次与跟进节点
- 评估当前活动量是否足够支撑目标
- 复盘当日展业成果并制定次日拜访计划
- 查看待跟进客户的关键节点提醒