name: policygenius
description: Compare and buy insurance from top carriers in one place.
category: insurance

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:
1. Complete the Browser Automation Setup using CDP mode
2. Login to the service manually in the Playwright-controlled Chrome window
3. 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

1. Compare Quotes: Compare rates from multiple carriers
2. Life Insurance: Get term life quotes
3. Home Insurance: Compare homeowners policies
4. Auto Insurance: Find best auto rates
5. 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

1. Account-based authentication
2. No official API
3. Browser automation required
4. Multi-carrier integration

Error Handling

Notes

• Insurance marketplace
• Independent comparison
• Licensed advisors available
• Multiple carrier quotes
• No public API
• Free service