Anatomy

# renewal-playbook

description: Use this skill when the user asks to draft a renewal touch.

When to use:
- User mentions "renewal", "renew", "anniversary", or names a contact
  whose renewal_date is within 60 days.

Tools to use (in this order):
1. agent-vault.vault_search, pull the client's record from the book
2. plan-quoter.medicare_plans, compare this year's plan vs alternatives
3. reply-bot.reply_generate, generate the email body in brand voice

Safety:
- Never quote a premium without crosswalk data.
- Never send, always draft.
- If client has 'do_not_contact' tag, stop and surface the conflict.

How to add one

  • From the chat widget: "Create a skill called X that teaches …" → approve.
  • From the file system (self-hosted), drop a folder under .claude/skills/ with a SKILL.md. Hot-reloaded.