── ── Industry
Insurance Agent — Sales Compliance Checklist
The parent checklist is a must-not-skip gate. Insurance sales carry state-mandated, penalty-backed steps (licensing/appointment, suitability, replacement disclosure, E&O) that are easy to skip at speed. This maps them onto the gate.
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How it works
The parent checklist is a must-not-skip gate. Insurance sales carry state-mandated, penalty-backed steps (licensing/appointment, suitability, replacement disclosure, E&O) that are easy to skip at speed. This maps them onto the gate.
When to use it
- an insurance agent/agency must not skip licensing, disclosure, suitability, and replacement steps on a sale
- 'am I compliant on this policy', selling/replacing a policy, onboarding a producer
When not to use it
the question is pure coverage/rating with no compliance action.
Worked example
Insurance Agent — Sales Compliance Checklist
The parent checklist is a must-not-skip gate. Insurance sales carry state-mandated, penalty-backed steps (licensing/appointment, suitability, replacement disclosure, E&O) that are easy to skip at speed. This maps them onto the gate.
Install this skill (free, MIT)
npx skills add deciqAI/knowledge-skillsUseful? Star the repo — stars help other builders find it.
Related mental models
The parent premortem imagines the failure and works backward.
The parent customer-relationship-ladder moves contacts up rungs.
The parent principal-agent analyzes misaligned incentives between an agent and the principal they serve.
The parent incentive-design aligns incentives while avoiding perverse behavior.