AI prompt to write a quote proposal summary for a prospect
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 write a quote proposal summary for a prospect, a detailed version that asks you clarifying questions first, and 3 specialized AI tools (EZLynx, Semsee and Bold Penguin) with instructions for this task. It also works in ChatGPT, Claude, Gemini or Copilot.
The prompt
Turn these de-identified quote options into a one-page proposal summary: coverages, key differences, questions to decide, and next steps. Do not overstate coverage. Options: [paste]
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: Turn these de-identified quote options into a one-page proposal summary: coverages, key differences, questions to decide, and next steps. Do not overstate coverage. Options: [paste]
What a good result looks like
A good proposal summary fits on one page: each option's key coverages and limits side by side, the main differences in plain language, questions the client needs to decide and a clear next step. It describes coverage accurately and leaves the recommendation to you.
Common mistakes and watch-outs
Don't let the summary say 'fully covered' or 'complete protection'. Check every limit and deductible against the quote documents, note any exclusions that matter for this client, and remove names and policy details before pasting into a general AI tool.
How to adapt the prompt
Ask for a more formal version for commercial prospects, or add a short 'why we suggest Option B' paragraph that you write yourself. You can also ask for an email version to send with the proposal.
Proposal summary - [Prospect Initials] | | Option A | Option B | | Liability | [Amount] | [Amount] | | Deductible | [Amount] | [Amount] | | Roadside assistance | No | Yes | | Annual premium | [Amount] | [Amount] | Key difference: Option B has higher liability limits and roadside assistance. To decide: - How much liability protection do you want? - Is a lower premium worth a higher deductible? Next step: reply by [Date] and we'll start the policy on [Effective Date].
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 [paste] 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 EZLynx, Semsee and Bold Penguin 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: 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.
EZLynx site ↗
Comparative rating and agency management platform for independent agencies.
Suggested from the related task Compare quotes across carriers.
Enter the personal lines risk once in EZLynx's comparative rater and compare the returned carrier quotes side by side; EVA, EZLynx's embedded AI, cuts down the manual data entry.
Semsee site ↗
Digital distribution platform connecting agents, partners, carriers and MGAs for commercial quoting.
Suggested from the related task Compare quotes across carriers.
Quote a small commercial risk across connected carriers/MGAs in Semsee.
Bold Penguin site ↗
Commercial submission platform; states its DeX AI reads, prices and routes submissions to markets.
Suggested from the related task Compare quotes across carriers.
Submit the commercial risk and review the market matches returned.
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 · Quoting & Comparative Rating tools