AI prompt to handle 'my relative sells insurance'
Many sales are won or lost in the follow-up and in how clearly the agent explains the options. AI drafts follow-ups, objection responses, proposal summaries and call scripts in seconds, so agents stay consistent without sounding scripted.
Below is a ready-to-copy prompt to handle 'my relative sells insurance', a detailed version that asks you clarifying questions first, and 1 specialized AI tool (Gong) with instructions for this task. It also works in ChatGPT, Claude, Gemini or Copilot.
The prompt
Write 4 friendly responses for when a prospect says 'my brother-in-law sells insurance,' respecting the relationship and offering a no-pressure second opinion or review. Use placeholders; no client personal info; no guarantees, no misleading claims.
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, where the prospect is in the sales process, and tone). Then complete this task, and finish with a short checklist of statements I should verify with my compliance team. Task: Write 4 friendly responses for when a prospect says 'my brother-in-law sells insurance,' respecting the relationship and offering a no-pressure second opinion or review. Use placeholders; no client personal info; no guarantees, no misleading claims.
What a good result looks like
Good responses respect the family relationship, never criticize the relative and offer a low-pressure second opinion the prospect can take back to them. They keep the door open without asking the prospect to choose sides.
Common mistakes and watch-outs
Don't suggest the relative is doing a bad job or that the prospect is under-insured without seeing the policy. Avoid pushing for a switch; a friendly 'here if you need us' often works better.
How to adapt the prompt
Change the relative (parent, friend, neighbor) and the setting (networking, inbound call, an event). Ask for a short follow-up note to send if they agree to a review.
Response 1: "That's great, it's nice to have someone you trust. If you ever want a second set of eyes on your coverage, I'm happy to help." Response 2: "Totally understand. Some people like a second opinion for peace of mind. No need to switch anything." Response 3: "If it helps, I can send a simple checklist you can review together with them." Response 4: "Keep my card, just in case. We're here if anything changes."
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 Gong as described below.
- Review before you use it. No guarantees, misleading comparisons or disparaging other companies or agents. Check every fact, name and number yourself.
- Take the next step. Next, see: Handle sales objections.
Best AI tools for this task
Specialized tools first, ordered by fit for this task (never by payout), then any general AI assistant.
Gong site ↗
Revenue AI platform that records and analyzes sales calls for coaching.
Suggested from the related task Handle sales objections.
Review recorded sales calls in Gong to see how objections were handled and coach on them.
Any AI assistant
ChatGPT Claude Google Gemini Microsoft Copilot
Paste the prompt above (short or detailed) into any of these.
Before you use it
- No guarantees, misleading comparisons or disparaging other companies or agents.
- 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 sales and quoting prompts · All AI prompts · Call & Meeting Notes tools