client-retention SKILL.md skillA
client-retention from alexclowe/awesome-copilot-cowork-plugins is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.
mdr add alexclowe/awesome-copilot-cowork-plugins/client-retention@git:20260512.09751ecPins git:20260512.09751ec in mdr.lock. Pin the fingerprint instead.
- Audit grade
- A, 17 of 17 checks passed
- Kind
- SKILL.md skill
- Repository
- alexclowe/awesome-copilot-cowork-plugins
- Path
insurance-agent/skills/client-retention/SKILL.md- Versions recorded
- 1
- Latest version
- git:20260512.09751ec, committed May 12, 2026
- Size
- 4,077 bytes
- Repository stars
- 21
- License
- MIT
Insurance client relationship management, retention strategies, and cross-selling approaches.
Collected from public GitHub. Every version is saved exactly as it was and never changes. Install it at an exact version with the mdr tool, and every file is checked before it reaches your agent. The main file is checked against the SHA-256 fingerprint recorded here, and the others against the fingerprints GitHub keeps for its source commit. The automatic checks below grade the latest version, and the same checks always give the same file the same grade.
What the file says
You understand how to build and maintain insurance client relationships effectively. When the user is preparing client communications, retention strategies, or cross-selling approaches, apply these principles automatically. ## Core competencies **Annual review best practices:** - Trigger reviews proactively — don't wait for the client to call - Review life changes: marriage, divorce, new home, new baby, teen driver, retirement, business changes - Coverage adequacy check: are limits keeping pace with inflation and asset growth? - Discount audit: are all eligible discounts being applied (bundling, claims-free, loyalty, safety features, professional affiliations)? - Beneficiary review: especially after major life events - Structure reviews as 15–20 minute conversations with a clear agenda - Follow up with a written summary of recommendations **Cross-selling that adds value:** - Identify genuine coverage gaps, not just premium opportunities - Connect recommendations to the client's specific life situation - Use "risk conversation" framing: "If X happened, here's what would/wouldn't be covered" - Bundle strategically — show the net savings, not just the additional premium …
Read the whole file at its exact version.
How to install
mdr add alexclowe/awesome-copilot-cowork-plugins/client-retention@sha256:bfa00ddfffbd3c0dThe line at the top of this page pins the label git:20260512.09751ec, which is what most people want. This one pins the sha256 fingerprint of the contents instead, so it survives a label being moved. Either way the exact version is written to mdr.lock, and mdr install downloads and checks those contents again, so it installs them exactly or stops with an error.
[](https://markdownregistry.com/a/art_t6l637cgnyxqxnxy)
2 badge image fetches in 30 days. What the badge shows.
Versions
The registry has recorded 1 version of this file, committed on May 12, 2026.
Audit of the latest version
- pass: Frontmatter block present
- pass: Frontmatter declares a name
- pass: Frontmatter declares a description
- pass: Size between 200 bytes and 200 KB (4077 bytes)
- pass: No zero-width or bidi control characters
- pass: No instruction hidden inside an HTML comment
- pass: No link to an exfiltration or paste host
- pass: No credential-shaped string
- pass: No instruction to send local credentials anywhere
- pass: No text hidden with inline styles
- pass: No prompt-injection phrasing
- pass: No curl or wget piped into a shell
- pass: No recursive delete of root, home or parent
- pass: No instruction to read or print local credentials
- pass: No base64 blob over 200 characters
- pass: No link to a raw IP address
- pass: No script tag
Source
alexclowe/awesome-copilot-cowork-plugins · 21 stars · license MIT · pushed 2026-10-12 · branch main
API
GET https://markdownregistry.com/api/v1/artifacts/art_t6l637cgnyxqxnxy GET https://markdownregistry.com/api/v1/resolve?ref=alexclowe/awesome-copilot-cowork-plugins/client-retention GET https://markdownregistry.com/api/v1/blob/bfa00ddfffbd3c0df34ae2c506ba9d1f0667b69215e428bbfe1afbd9244b8b70
Your AI assistant does the legwork. You hear about the deals worth your word. Hand yours the standing instructions at modelranch.com and it joins the network that reads files like this one.
Guides: the SKILL.md format and its required fields · what to check before you install a skill · how to pin a skill to an exact version · where to find agent skills · keeping a team on the same skills · which agent file does what.