AI prompt to choose which AI tool to use for a task

Good results from AI depend on clear prompts, the right tool for the job and protecting client data. These guides help agents and staff use AI safely and effectively.

Below is a ready-to-copy prompt to choose which AI tool to use for a task, a detailed version that asks you clarifying questions first, and tips for using it. It works in any AI assistant: ChatGPT, Claude, Gemini or Copilot.

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The prompt

Help me choose between general AI assistants (ChatGPT, Claude, Gemini, Copilot) for [task], comparing what each is generally good at and what to verify. Keep it neutral and practical.

Detailed version (asks clarifying questions first)

Act as an experienced assistant to a licensed insurance agent. Before answering, ask me up to 3 clarifying questions (your role, the AI tool you use and what you want to achieve). Then complete this task, and finish with a short checklist of statements I should verify with my compliance team.

Task: Help me choose between general AI assistants (ChatGPT, Claude, Gemini, Copilot) for [task], comparing what each is generally good at and what to verify. Keep it neutral and practical.

What a good result looks like

A good answer compares the general assistants on the task you named (for example drafting emails, summarizing documents or brainstorming), points out what to verify in each case and suggests trying the same prompt in two tools. It stays neutral and practical.

Common mistakes and watch-outs

AI tools change often, so don't rely on a list of features the AI gives you without checking the vendor's current site. Pick tools your agency has approved for business use and check how each handles your data before pasting anything sensitive.

How to adapt the prompt

Replace [task] with something specific, such as 'summarize a 20-page policy form' or 'draft a renewal email', and add the tools you already pay for (for example Microsoft 365 with Copilot). For tasks with a specialized tool, search ProducerBots for the task itself.

EXAMPLE output (placeholder data, not a real client)

Choosing an AI assistant for: drafting renewal emails

- Any of the four general assistants can draft a good email; the prompt matters more than the tool.
- If your agency uses Microsoft 365, Copilot may fit into Outlook.
- If you use Google Workspace, Gemini may fit into Gmail.

Try it: run the same prompt in two tools and compare.

Always verify: coverage statements, dates and anything that sounds like a promise.

How to use it

Copy the prompt. Copy the short prompt above, or the detailed version if you want the AI to ask clarifying questions first.
Fill in the placeholders. Replace [task] with your own details. Use placeholders or de-identified details; never paste client personal information.
Run it in the right tool. Paste it into any AI assistant: ChatGPT, Claude, Gemini or Copilot.
Review before you use it. Check what each AI tool does with your data (training, retention) before staff use it. Check every fact, name and number yourself.
Take the next step. Next, see: Use ChatGPT safely at work.

Which AI tool to use

Any AI assistant

ChatGPT Claude Google Gemini Microsoft Copilot

Paste the prompt above (short or detailed) into any of these.

Before you use it

Check what each AI tool does with your data (training, retention) before staff use it.
Never paste client personal information (names, policy numbers, health or financial details) into AI tools your agency hasn't approved.
Review every AI output for accuracy and compliance before you use it.

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