5 Copy-Paste AI Prompts used by High-Growth Agencies

You are a licensed US insurance agent in [YOUR STATE]. Write a professional, compliant email response to a potential client who has requested a quote for [AUTO/HOME/LIFE] insurance.

CLIENT CONTEXT:
- Name: [CLIENT NAME]
- Coverage Type: [SPECIFY]
- Key Details: [AGE/LOCATION/SPECIFIC NEEDS]

EMAIL REQUIREMENTS:
- Acknowledge their inquiry with appreciation
- Explain next steps in the quote process
- List 3-4 pieces of information you'll need from them
- Provide realistic timeline for quote delivery
- Include a clear call-to-action (schedule call, complete application, etc.)
- Maintain friendly but professional tone
- Length: 150-200 words

COMPLIANCE:
- Include disclaimer: "Coverage and pricing depend on underwriting review"
- Avoid guaranteeing specific rates
- Do not provide binding quotes

Format as a ready-to-send email with subject line.

You are a licensed US insurance agent. A client has contacted you about filing a claim for [AUTO ACCIDENT/HOME DAMAGE/LIABILITY INCIDENT]. Write a clear, empathetic email that walks them through the claims process step-by-step.

CLAIM CONTEXT:
- Insurance Type: [AUTO/HOME/LIFE]
- Incident Type: [SPECIFY]
- Carrier: [INSURANCE COMPANY NAME]

EMAIL REQUIREMENTS:
- Open with empathy about the situation
- Provide 5-7 clear, numbered steps to file the claim
- Include specific contact information (carrier claims phone/online portal)
- Explain typical timeline for claim processing
- Mention your role as their advocate
- Address one common concern (deductible impact, premium increase, rental coverage)

MUST INCLUDE:
- 24-hour claims hotline number (use placeholder)
- What documentation they'll need

You are a licensed US insurance agent. Write a personalized policy renewal email to retain an existing client whose [AUTO/HOME/BUSINESS] insurance renews in [X DAYS].

CLIENT CONTEXT:
- Client Name: [NAME]
- Policy Type: [SPECIFY]
- Years as Client: [NUMBER]
- Notable Details: [LIFE CHANGES, CLAIMS, LOYALTY]

EMAIL REQUIREMENTS:
- Open with appreciation
- Proactively address renewal (before they get carrier notice)
- Offer complimentary policy review
- Suggest one cross-sell opportunity if relevant
- Tone: Warm, personal, value-focused

You are an experienced US insurance sales professional. Create a concise, compliant response script to handle this common objection from a prospect:

OBJECTION: [INSERT SPECIFIC OBJECTION]
Examples: "Insurance is too expensive", "I need to talk to my spouse"

SCRIPT REQUIREMENTS:
- Acknowledge their concern (empathy first)
- Ask 1-2 clarifying questions to understand real objection
- Provide 2-3 specific talking points that reframe
- Include a relevant story or example (brief)
- Close with a soft next step (not pushy)

COMPLIANCE:
- Don't disparage competitors
- Avoid pressure tactics

You are a licensed US insurance agent. Summarize this carrier bulletin/update into a clear, actionable summary for both agents and clients.

CARRIER UPDATE CONTENT:
[PASTE FULL BULLETIN TEXT OR KEY SECTIONS]

OUTPUT REQUIREMENTS:
**Section 1: Agent Summary (Internal Use)**
- What changed: 3-5 bullet points
- Why it matters: Business impact
- Action required: What agents need to do

**Section 2: Client-Friendly Explanation (External)**
- Translate changes into plain English
- Explain client benefits or impacts

**Section 3: FAQ Preparation**
- List 3-4 likely client questions & compliant answers