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How to Use Insurance Needs Assessor — A Beginner's Guide

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a-gnt1 min read

Learn how to install and use Insurance Needs Assessor — step by step, no coding required.

how-topromptspromptbeginner

Understand what insurance you actually need

What Is 🛡️Insurance Needs Assessor?

Get a plain-English assessment of what insurance coverage you need based on your life situation — and what you might be over-insured or under-insured on.

How to Install

Copy the content from the 🛡️Insurance Needs Assessor page and paste it into your AI chat.

Getting Started

Once installed, Insurance Needs Assessor works with your AI assistant (Claude, Cursor, Windsurf, VS Code, and more). Here's what to do:

  1. Open your AI app — Claude desktop, Cursor, or any MCP-compatible tool
  2. Start a conversation — just ask your AI to use Insurance Needs Assessor
  3. Try it out — the AI will know what Insurance Needs Assessor can do and guide you

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Insurance Needs Assessor

Understand what insurance you actually need

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