policygenius
Compare and buy insurance from top carriers in one place.
SKILL.md
Full skill instructions
Policygenius Skill
Compare and buy insurance from top carriers in one place.
Quick Install
curl -sSL https://canifi.com/skills/policygenius/install.sh | bash
Or manually:
cp -r skills/policygenius ~/.canifi/skills/
Setup
Configure via canifi-env:
# First, ensure canifi-env is installed:
# curl -sSL https://canifi.com/install.sh | bash
canifi-env set POLICYGENIUS_EMAIL "your_email"
canifi-env set POLICYGENIUS_PASSWORD "your_password"
Privacy & Authentication
Your credentials, your choice. Canifi LifeOS respects your privacy.
Option 1: Manual Browser Login (Recommended)
If you prefer not to share credentials with Claude Code:
- Complete the Browser Automation Setup using CDP mode
- Login to the service manually in the Playwright-controlled Chrome window
- Claude will use your authenticated session without ever seeing your password
Option 2: Environment Variables
If you're comfortable sharing credentials, you can store them locally:
canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"
Note: Credentials stored in canifi-env are only accessible locally on your machine and are never transmitted.
Capabilities
- Compare Quotes: Compare rates from multiple carriers
- Life Insurance: Get term life quotes
- Home Insurance: Compare homeowners policies
- Auto Insurance: Find best auto rates
- Disability Insurance: Income protection quotes
Usage Examples
Compare Life Insurance
User: "Compare term life insurance quotes"
Assistant: Returns quotes from multiple carriers
Get Home Quote
User: "Find homeowners insurance quotes"
Assistant: Returns comparison of policies
Compare Auto
User: "Compare auto insurance rates"
Assistant: Returns carrier comparisons
Check Application
User: "What's my application status?"
Assistant: Returns application progress
Authentication Flow
- Account-based authentication
- No official API
- Browser automation required
- Multi-carrier integration
Error Handling
| Error | Cause | Solution |
|---|---|---|
| Login Failed | Invalid credentials | Check account |
| Quote Error | Eligibility issue | Adjust criteria |
| Application Error | Missing info | Complete form |
| Carrier Error | Availability | Try different carrier |
Notes
- Insurance marketplace
- Independent comparison
- Licensed advisors available
- Multiple carrier quotes
- No public API
- Free service