AI prompt to prepare for a client review meeting
Keeping a client is usually easier than finding a new one, and renewal is when clients shop around. AI helps agents reach out before renewal, explain changes clearly and spot clients who may be about to leave.
Below is a ready-to-copy prompt to prepare for a client review meeting, a detailed version that asks you clarifying questions first, and 6 specialized AI tools (Zocks, Fathom, Otter.ai, Fireflies.ai, tl;dv and Jump) with instructions for this task. It also works in ChatGPT, Claude, Gemini or Copilot.
The prompt
Create an annual review meeting agenda and a list of 15 discovery questions for a household with home, auto, and life coverage (life changes, new assets, drivers, beneficiaries). No PII.
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 line of business, your relationship with the client, and tone). Then complete this task, and finish with a short checklist of statements I should verify with my compliance team. Task: Create an annual review meeting agenda and a list of 15 discovery questions for a household with home, auto, and life coverage (life changes, new assets, drivers, beneficiaries). No PII.
What a good result looks like
A good review agenda gives the meeting a clear structure (what's changed, coverage check, questions, next steps) and the discovery questions cover real life changes: new drivers, home improvements, valuables, job changes, beneficiaries. The client should leave feeling looked after.
Common mistakes and watch-outs
Don't treat the review as a sales pitch. Document what the client chose and declined. Keep the prep notes free of client personal information if you use a general AI tool, and check that any AI meeting tool (such as Zocks) is approved before recording.
How to adapt the prompt
Add questions for business owners, retirees or families with teens, and send the client a short pre-meeting email with three questions to think about.
Annual review agenda (30 min) 1. What's changed this year? (5 min) 2. Home and auto coverage check (10 min) 3. Life insurance and beneficiaries (10 min) 4. Questions and next steps (5 min) Sample discovery questions: - Any new drivers or vehicles? - Home renovations or new valuables? - Job, income or retirement changes? - Has anyone joined or left the household? - Are your beneficiaries still the people you want?
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 Zocks, Fathom and Otter.ai as described below.
- Review before you use it. Check the client's actual policy and account details in your system before you send anything. Check every fact, name and number yourself.
- Take the next step. Next, see: Take notes and summaries of client calls or meetings.
Best AI tools for this task
Specialized tools first, ordered by fit for this task (never by payout), then any general AI assistant.
Zocks site ↗
AI assistant for financial services: meeting prep, notes, onboarding and plans.
Use Zocks to automate meeting prep before the client review.
Fathom site ↗
Records, transcribes and summarizes Zoom, Meet and Teams calls with CRM updates.
Suggested from the related task Take notes and summaries of client calls or meetings.
Record the client call or meeting (Zoom/Meet/Teams) with Fathom, then use its AI summary to pull out action items, client questions and next steps.
Otter.ai site ↗
AI meeting agent with real-time transcription, summaries and action items.
Suggested from the related task Take notes and summaries of client calls or meetings.
Let Otter's meeting agent join the call; afterward ask it: 'List the action items, open questions and next steps from this call.'
Fireflies.ai site ↗
AI notetaker that records, transcribes and syncs meeting notes to your CRM.
Suggested from the related task Take notes and summaries of client calls or meetings.
Have Fireflies take notes on the call, then search the transcript for the key topics (objections, coverages, next steps) to confirm what was discussed.
tl;dv site ↗
AI meeting recorder and summarizer for Zoom, Google Meet and Teams.
Suggested from the related task Take notes and summaries of client calls or meetings.
Record the call with tl;dv and use the AI summary to draft next steps.
Jump site ↗
AI assistant for financial advisors turning meetings and emails into notes and audit-ready records.
Suggested from the related task Take notes and summaries of client calls or meetings.
Use Jump to turn the client meeting into notes and an audit-ready record, then review before saving.
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 the client's actual policy and account details in your system before you send anything.
- Get consent to record calls and check your state's recording rules.
- 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 renewal and retention prompts · All AI prompts · Call & Meeting Notes tools