Small business
A guide for the yearly policy review call
A one-page call plan your team can follow to see if coverage still fits each customer.
Any AI chat
Law, money and property
AI prompts for insurance agencies
An insurance agency runs on clear, careful words: renewal notes, claim check-ins and answers to the same coverage questions every day. AI can write the first draft in seconds, so your team spends more time with people. You stay the licensed voice and check every line before it goes out.
What AI can take off your plate
Remind people before renewal
Write friendly renewal notes that say what is changing and invite a quick review call, without pushing.
Check in after a claim
Send calm messages after a loss that list next steps and what to gather, so people feel looked after.
Explain coverage words simply
Turn terms like deductible and liability into short posts and emails anyone can follow.
Run better review calls
Give your team a call guide with the life-change questions that show when coverage needs a fresh look.
11 prompts for insurance agencies
Copy one, fill in the parts in [brackets], and paste it into ChatGPT, Claude, Gemini or any AI chat.
Marketing and social media
A post that explains one insurance term
A short, plain post that explains a confusing insurance word, like a deductible.
Any AI chat
Sales and customer service
A policy renewal reminder that invites a review
A warm renewal note that says what is changing and invites a quick coverage review.
Any AI chat
Sales and customer service
Check in with a customer after a claim
A calm note after a loss that lists next steps and what to gather, with no promises.
Any AI chat
Small business
Follow up on a quote
Check in on a quote you sent, answer doubts and make it easy to say yes.
Any AI chat
Small business
Follow up with a lead who went quiet
Three friendly follow-ups, spaced over two weeks, that make it easy to reply.
Any AI chat
Small business
Appointment reminder texts
Reminder texts that cut no-shows and make rescheduling easy.
Any AI chat
Small business
Reply to a bad review
A calm public reply that protects your name and helps make things right.
Any AI chat
Small business
Text back after a missed call
A friendly auto-text for callers you missed, so they don't call someone else.
Any AI chat
Small business
Ask happy customers for a review
Simple ways to ask for a review by text, email and in person.
Any AI chat
Small business
A job posting that attracts good people
A clear, honest job post that tells people what the job is really like.
Any AI chat
Tools that write the next one for you
Prompt maker
Say what you want in plain words. Get a great prompt.
AI assistant instructions
Set up a custom GPT, Claude Project or Gemini Gem in one go.
Prompt fixer
Paste a prompt you already use. Get a stronger one, and see what changed.
Questions
Can AI tell a customer what their policy covers?
No. AI can explain common terms in plain words, but only the policy and a licensed agent can say what a customer's own policy covers. The prompts here tell the AI never to promise coverage or rates, and to flag lines a licensed person should check.
Is it safe to paste customer details into an AI chat?
Leave out names, policy numbers, birth dates, license numbers and claim details. Use placeholders like {first name} and fill them in later in your own system. Check your agency's and your carriers' rules on AI tools too.
Will AI make quotes or rates for me?
No, and it should not try. Rates come from your carriers and your quoting tools. Use AI for the words around the quote, like the follow-up email and the answers to common questions.
How do I keep messages sounding like our agency?
Paste two or three emails you sent and liked, and tell the AI to match them. Keep a short list of words you always use and words you never use. Our guide on making AI write like you shows how.
Get better at it
Make AI write like you
Teach AI your voice with real samples, so drafts sound like you wrote them.
How to check AI answers for mistakes
Spot made-up facts and check the names, numbers, dates and links that matter.