# Insurance policy summary

> Produce and validate structured insurance policy summaries (coverage, limits, exclusions, conditions, notice). Reduces E&O risk by ensuring critical sections and notice provisions are present.



Tags: Insurance, Policy, Summary, Coverage, Compliance


## Example Prompts

- Summarize this liability policy into a one-page summary
- Validate our policy summary for required sections and notice
- Draft a policy summary from the key sections I'll paste

URL: https://rakenne.app/skills/insurance-policy-summary/index.md

Try this skill: https://rakenne.app/a/?skill=insurance-policy-summary



## Overview

Produce and validate structured insurance policy summaries (coverage, limits, exclusions, conditions, notice). Reduces E&O risk by ensuring critical sections and notice provisions are present.

## Getting Started

Add the full policy (or key sections) to the workspace and activate the *Insurance policy summary* skill. The agent can extract text from PDF if needed, then draft the summary and validate it.

## Tools

- **validate_policy_summary** — Checks for required sections (coverage, limits, exclusions, conditions) and flags if notice-of-claim or reporting requirements are not mentioned in the summary.

## Example conversation

> **You:** We have the D&O policy in `policies/dno_2024.pdf`. Can you produce a one-page summary with coverage, limits, exclusions, conditions, and notice, then validate it?
>
> **Agent:** I've extracted the key sections and created `summaries/dno_2024_summary.md` with all four sections and a notice subsection. Running the validator.
>
> **Agent:** Validation: OK for coverage, limits, exclusions, conditions. Notice provisions mentioned in summary. Summary is ready for internal use.
>
> **You:** Add the policy number and period at the top.
>
> **Agent:** Added policy number and policy period at the top of the summary.

## Output excerpt

Example when notice is missing:

```
============================================================
Insurance Policy Summary Validation
File: summaries/liability_summary.md
============================================================

OK: coverage
OK: limits
OK: exclusions
OK: conditions

Notice provisions: No clear notice-of-claim or reporting requirement found in summary — consider adding a brief note on notice/reporting duties.

Action: Add or expand sections and ensure critical exclusions and notice periods are summarized.
```


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