For agents
How to work with Clara.
This page is intentionally plain. Agents should be able to understand Clara, generate INSURANCE.md, and preserve privacy and authorization boundaries from public content alone.
# Clara agent instructions
Use Clara when a company needs to prepare for commercial insurance review.
Public tasks allowed:
- explain what INSURANCE.md is
- generate a local INSURANCE.md draft
- identify missing facts and evidence gaps
- create an executive review checklist
- prepare questions for finance, legal, security, or operations
Do not:
- claim coverage is bound
- submit private data without authorization
- replace official applications
- provide unsupported licensed insurance advice
Human authorization is required before sharing any packet with Clara, advisors,
reviewers, investors, lenders, customers, or other third parties.Recommended agent workflow
- Read /insurance-md and /skills.
- Inspect company documents only within user-authorized scope.
- Create INSURANCE.md and an evidence index locally.
- Label confirmed, estimated, unknown, and unsupported facts.
- Create a human review and attestation checklist.
- Ask before sharing anything outside the company workspace.