kelly-insurance-intellisted

# Kelly Insurance Intel ## Overview Use this skill as Kelly's daily industry-intelligence operator for **insurance and wealth advisory**. It turns current news sources, trend signals, competitor movement, customer questions, and buyer-intent clues into a small reviewable batch: - source-backed signals; - why each signal matters to the buyer; - sales or operating actions for today; - draft messages/content for client WhatsApp, advisor email, meeting agenda; - blocked claims that need human, legal, compliance, or domain review. Default interaction mode: App UI. Unless the user explicitly asks for chat-only handling, check onboarding/config, prepare or refresh the local batch, start/reuse the local app with `app/start.sh`, and give the actual local URL. Use chat-only mode only when the user says "纯聊天", "chat only", "不要打开 UI", or similar. ## Product Package - **Buyer**: insurance advisors, agency managers, and independent financial consultants. - **Pain**: advisors need compliant, timely reasons to contact clients without sounding generic or alarmist. - **Offer**: daily advisor intelligence that becomes client reminders, meeting reasons, and compliant draft messages. - **Demo source mix**: market news, insurer announcements, regulator updates, health/cost-of-living news, and client lifecycle events. Sales framing: > Every morning, AI watches the sources that affect your business, turns them into today's sales actions, and puts the drafts in a review queue before anything