AI prompt to prepare clients for storms and catastrophes
A claim is when clients find out what their insurance is worth, and calm, clear communication helps. AI helps agents write empathetic updates, checklists and explanations; the carrier decides coverage and settlement.
Below is a ready-to-copy prompt to prepare clients for storms and catastrophes, a detailed version that asks you clarifying questions first, and 3 specialized AI tools (Canva, Jasper and Copy.ai) with instructions for this task. It also works in ChatGPT, Claude, Gemini or Copilot.
The prompt
Write a pre-storm preparedness email: photo/video home inventory tips, where to find policy info, and how to report a claim [Carrier Claims Line]. Educational only.
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 (the type of claim, where the client is in the process, and tone). Then complete this task, and finish with a short checklist of statements I should verify with my compliance team. Task: Write a pre-storm preparedness email: photo/video home inventory tips, where to find policy info, and how to report a claim [Carrier Claims Line]. Educational only.
What a good result looks like
A good pre-storm email is practical and calm: how to make a quick photo or video home inventory, where to find policy documents, the claims line and what to do right after the storm. It's sent early enough to act on.
Common mistakes and watch-outs
Don't advise clients to buy or change coverage right before a storm. Coverage changes may be restricted once a storm is forecast. Make sure the claims line is correct for each carrier and avoid predicting damage or claim outcomes.
How to adapt the prompt
Adapt it for hurricanes, wildfire, winter storms or tornadoes in your region, and ask for a social post version. Canva can turn the checklist into a shareable graphic.
Subject: Getting ready for storm season Hi [First Name], A few minutes now can make things easier later: 1. Record a quick video walking through each room and open closets. 2. Save photos of receipts for big purchases. 3. Keep your policy info handy: [Portal Link]. 4. Save the claims number: [Carrier Claims Line]. 5. After a storm: stay safe first, then take photos before cleanup. We're here if you have questions: [Phone]. [Agent Name]
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 [Carrier Claims Line] with your own details. Use placeholders or de-identified details; never paste client personal information.
- Run it in the right tool. Paste it into ChatGPT, Claude, Gemini or Copilot, or use Canva, Jasper and Copy.ai as described below.
- Review before you use it. Don't say something is or isn't covered without reviewing the policy. Check every fact, name and number yourself.
- Take the next step. Next, see: Create social media posts for the agency.
Best AI tools for this task
Specialized tools first, ordered by fit for this task (never by payout), then any general AI assistant.
Canva site ↗
Online design tool with AI features for social posts, flyers, presentations and video.
Design a one-page storm-prep checklist graphic for social and email.
Jasper site ↗
AI marketing content platform with agents for end-to-end marketing workflows.
Suggested from the related task Create social media posts for the agency.
Have Jasper write the post copy in your agency's brand voice (friendly, local, plain-English). No price or guarantee claims.
Copy.ai site ↗
GTM AI platform for automating copywriting and repetitive sales/marketing tasks.
Suggested from the related task Create social media posts for the agency.
Use Copy.ai to draft short, educational captions for the post (no price or guarantee claims).
Any AI assistant
ChatGPT Claude Google Gemini Microsoft Copilot
Paste the prompt above (short or detailed) into any of these.
Before you use it
- Don't say something is or isn't covered without reviewing the policy.
- No guarantees, price claims or misleading superlatives.
- Point clients to the carrier's official claims line and process.
- Safety first: tell clients to call 911 or local authorities in an emergency before calling about the claim.
- 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 claims prompts · All AI prompts · Content & Marketing tools