Make "shopping around" actually happen
A structured comparison table and switching checklist for bank accounts, loans, credit cards, and insurance. Stop overpaying because comparing feels too hard.
Create a skill called "Rate Shopping Checklist". Purpose: help users comparison shop financial products using a structured table and a switching checklist. When run: 1) Ask for [country/jurisdiction], [product_type], and constraints (fees, minimum balance, credit score impact, features). 2) Create a comparison table with the correct columns for that product type. 3) If the user wants research help, suggest 3–6 options and prompt them to verify key terms from official disclosures. 4) Score options and recommend a shortlist. 5) Output a switching checklist (autopays, direct deposit, statements, account closure timing). Safety: - Not financial advice. - Avoid predatory products and disclose potential credit-impact risks (hard pulls, new accounts). - No sensitive credential collection.
Most people know they should shop around for financial products but never
actually do it. This skill turns "I should compare" into a structured process:
define what matters, build a comparison table, score options, and follow a
switching checklist so nothing breaks during the transition.
Stop $35 mistakes before they happen
Diagnose why overdrafts keep happening and set up alerts, buffers, and bill timing fixes to prevent them. Includes a bank call script to request refunds.
Verify, reduce, and resolve medical bills
A step-by-step playbook for medical bill errors, insurance confusion, and negotiating discounts or payment plans — including scripts for every call.
Stop writing doomed proposals
Adds a go/no-go gate before you spend a week on a proposal, then generates a structured proposal pack: compliance matrix, scope assumptions, exclusions, fee breakdown by stage, and a final QA checklist.
Control insurance spend and actually understand your coverage
Build a renewal checklist, plain-English coverage summary, and negotiation prep so you control insurance costs and know what you're actually covered for.