policygenius

Compare original and translation side by side

🇺🇸

Original

English

🇨🇳

Translation

Chinese

Policygenius Skill

Compare and buy insurance from top carriers in one place.

一站式对比并购买顶级保险公司的保险产品。

Quick Install

快速安装

bash

curl -sSL https://canifi.com/skills/policygenius/install.sh | bash

Or manually:

bash

cp -r skills/policygenius ~/.canifi/skills/

bash

curl -sSL https://canifi.com/skills/policygenius/install.sh | bash

或手动安装：

bash

cp -r skills/policygenius ~/.canifi/skills/

Setup

配置

Configure via canifi-env:

bash

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通过canifi-env进行配置：

bash

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First, ensure canifi-env is installed:

首先，确保已安装canifi-env:

curl -sSL https://canifi.com/install.sh | bash

canifi-env set POLICYGENIUS_EMAIL "your_email" canifi-env set POLICYGENIUS_PASSWORD "your_password"

undefined

canifi-env set POLICYGENIUS_EMAIL "your_email" canifi-env set POLICYGENIUS_PASSWORD "your_password"

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Privacy & Authentication

隐私与认证

Your credentials, your choice. Canifi LifeOS respects your privacy.

**您的凭据，由您掌控。**Canifi LifeOS 尊重您的隐私。

Option 1: Manual Browser Login (Recommended)

选项1：手动浏览器登录（推荐）

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

如果您不想与Claude Code共享凭据：

使用CDP模式完成浏览器自动化设置
在Playwright控制的Chrome窗口中手动登录该服务
Claude将使用您的已认证会话，全程不会获取您的密码

Option 2: Environment Variables

选项2：环境变量

If you're comfortable sharing credentials, you can store them locally:

bash

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.

如果您愿意共享凭据，可以将其存储在本地：

bash

canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"

注意：存储在canifi-env中的凭据仅能在您的本地设备访问，绝不会被传输。

Capabilities

功能特性

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

对比报价：对比多家保险公司的费率
人寿保险：获取定期人寿保险报价
房屋保险：对比房主保险方案
汽车保险：寻找最优汽车保险费率
伤残保险：获取收入保障保险报价

Usage Examples

使用示例

Compare Life Insurance

对比人寿保险

User: "Compare term life insurance quotes"
Assistant: Returns quotes from multiple carriers

用户: "对比定期人寿保险报价"
助手: 返回多家保险公司的报价

Get Home Quote

获取房屋保险报价

User: "Find homeowners insurance quotes"
Assistant: Returns comparison of policies

用户: "查找房主保险报价"
助手: 返回保险方案对比结果

Compare Auto

对比汽车保险

User: "Compare auto insurance rates"
Assistant: Returns carrier comparisons

用户: "对比汽车保险费率"
助手: 返回保险公司对比结果

Check Application

查询申请状态

User: "What's my application status?"
Assistant: Returns application progress

用户: "我的申请状态如何？"
助手: 返回申请进度

Authentication Flow

认证流程

Account-based authentication
No official API
Browser automation required
Multi-carrier integration

基于账户的认证
无官方API
需要浏览器自动化
多保险公司集成

Error Handling

错误处理

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

错误类型	原因	解决方案
登录失败	凭据无效	检查账户信息
报价错误	资格问题	调整筛选条件
申请错误	信息缺失	补全表单
保险公司错误	服务不可用	尝试其他保险公司

Notes

注意事项

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

保险交易平台
独立对比服务
提供持牌顾问服务
多保险公司报价
无公开API
免费服务