Agent skills and skill packs

Handle underperformance start to finish: the first hard conversation, the coaching trail, the PIP, and the exit.

• Formal PIP Builder
• Low Performance Conversation
• Manager Avoidance Check-In
• Performance Case Companion
• +3 more

Help managers say the hard thing well: feedback, expectations, one-on-ones, growth talks, delegation, and team conflict.

• Career Growth Conversation
• Conversation Practice Partner
• Delegation Coach
• Expectation Setter
• +5 more

Run a workplace investigation the right way, from the first complaint to findings and close-out.

• Findings and Closeout Builder
• Intake Companion
• Interview Guide Builder
• Investigation Notes Companion
• +3 more

Plan and run a reduction in force with care: the business case, selection, compliance, notification day, and aftermath.

• Adverse Impact Checker
• Notification Day Runbook
• Notifying Manager Kit Builder
• Post-RIF Coordinator
• +4 more

Five skills for adjusters and restoration contractors without a CRM: first-notice checklist, inspection narrative, carrier letters, deadline research, settlement counter. Free.

• Carrier letter
• Deadline research
• First notice checklist
• Inspection narrative
• +1 more

Three skills for the moment a customer is about to leave: the save play, the personal past-due email, the one-question exit interview. Free.

• Dunning email
• Exit interview
• Save play

Four skills that make any draft read like a person wrote it: rewrite plainly, answer a customer in your voice, announce a change without marketing-speak, cut a draft in half. Free.

• Announcement
• Customer email
• Cut it in half
• Say it plainly

For people publishing skills: turn a process into a skill, test whether its description fires, write the pack README and release notes. Free.

• Pack README
• Release notes
• Trigger check
• Write a skill

Six skills that turn your AI into a working member of your claims desk. Free with your AdjustCRM account.

• Claim Desk Review
• Deadline Triage
• Inspection Logger
• New Claim Intake
• +2 more

Prep, decisions, follow-ups, and priorities, run the way an operator runs them.

• Decision log entry
• Follow-up email
• Meeting prep brief
• Weekly priorities