AI prompt to get carrier access and connectivity (independent agents)
Email, data entry, reports and planning take up a large share of an agent's week. AI can draft, summarize and organize that work, and specialized tools can pull data from documents and keep client records tidy.
Below is a ready-to-copy prompt to get carrier access and connectivity (independent agents), a detailed version that asks you clarifying questions first, and 3 specialized AI tools (Agentero, Semsee and Zywave Sales Cloud) with instructions for this task. It also works in ChatGPT, Claude, Gemini or Copilot.
The prompt
Make a list of questions to ask when evaluating an agency network or carrier connectivity provider (markets, commissions splits, tech, contracts).
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 goal, the format you want and the tools you already use). Then complete this task, and finish with a short checklist of statements I should verify with my compliance team. Task: Make a list of questions to ask when evaluating an agency network or carrier connectivity provider (markets, commissions splits, tech, contracts).
What a good result looks like
A good question list helps you compare agency networks or connectivity providers on what matters: the markets and appetite you'll get, commission splits and fees, technology, contract terms, support and how you exit.
Common mistakes and watch-outs
Read contracts carefully, especially book ownership, exit terms and minimum production requirements. Don't rely on sales claims; ask to speak with current members. The AI can't know current terms; tools such as Agentero, Semsee or Zywave Sales Cloud must be evaluated directly.
How to adapt the prompt
Add questions for your niche (commercial, personal lines, life) and your state. Ask for a comparison table to fill in after each call.
Questions for an agency network or connectivity provider Markets - Which insurers and lines can I access in [State]? Compensation - What is the commission split? Any fees? Technology - What rating and quoting tools are included? Contract - Who owns my book of business? - What are the exit terms and notice period? - Are there minimum production requirements? Support - Who helps with underwriting questions?
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.
- Add your details. Add the details for your situation (line of business, audience, tone). Keep it de-identified; never paste client personal information.
- Run it in the right tool. Paste it into ChatGPT, Claude, Gemini or Copilot, or use Agentero, Semsee and Zywave Sales Cloud as described below.
- Review before you use it. Check every fact, name and number yourself.
- Take the next step. Next, see: Compare quotes across carriers.
Best AI tools for this task
Specialized tools first, ordered by fit for this task (never by payout), then any general AI assistant.
Agentero site ↗
Agency network giving independent agents carrier access and agency technology.
Use Agentero's AI Appetite Checker: describe a typical risk, the state and line of business to see which carriers in its network fit, then use the questions from this task to evaluate the network.
Semsee site ↗
Digital distribution platform connecting agents, partners, carriers and MGAs for commercial quoting.
For commercial lines, check which carriers and MGAs you can reach through Semsee; its Agent Intelligence (Semsee's AI) can start a submission from an uploaded document.
Zywave Sales Cloud site ↗
Insurance technology suite for quoting, connecting systems and data-driven sales tools.
Use Zywave's tools to streamline quoting and connect systems.
Any AI assistant
ChatGPT Claude Google Gemini Microsoft Copilot
Paste the prompt above (short or detailed) into any of these.
Before you 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.
Related tasks
More: All operations and productivity prompts · All AI prompts · Lead Gen & Prospecting tools · Quoting & Comparative Rating tools