A free tool that turns a declarations page into a client-friendly summary — every coverage in plain language with concrete examples, a limits-and-deductibles table, and the exclusions that surprise people. One command in Claude, or one paste into any AI.
Give Claude the declarations and it writes the whole summary — coverage in everyday words, a clean limits table, and what's NOT covered — ready for your review before the renewal meeting. No blank page, no translating insurance-speak by hand.
View the full output
Sample output. Claude writes a fresh policy summary every time from the details you give it — yours won't look identical to this one, and you should always read it before it goes out.
Insurance Agent Policy Summary Kit — Explain Any Policy in Plain English in One Command (Works in Claude, ChatGPT & Any AI)
Turn a declarations page into a summary your client can actually read — every coverage in plain language with concrete examples, a clean limits-and-deductibles table, and the exclusions that surprise policyholders. No blank page, no translating insurance-speak by hand.
Two ways to run it:
• On a paid Claude plan? Install the free Insurance Agent plugin and type /policy-summary. One command, done.
• Any other AI — free Claude, ChatGPT, Gemini? Copy the built-in prompt (a sample policy summary is prefilled), paste it in, swap your details.
Inside: the full prompt with a sample policy summary, the one-command Claude path, built-in accuracy rails, and a two-minute setup walkthrough. Opens in your browser.
AI writes a fresh policy summary every time — read it before it goes out. The rails keep it on track, not replace your review.
Want the whole book-of-business workflow — renewal letters, client outreach, claims documentation? The full Insurance Agent pack doesn't exist yet — you're early. Join the free waitlist and your requests shape what gets built.