AI prompt to design a quote intake questionnaire
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 design a quote intake questionnaire, a detailed version that asks you clarifying questions first, and 2 specialized AI tools (Tidio and Intercom Fin) with instructions for this task. It also works in ChatGPT, Claude, Gemini or Copilot.
The prompt
Design a short online quote intake questionnaire for personal auto and home: required questions only, plain wording, and a privacy note. No sensitive data beyond what carriers require.
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: Design a short online quote intake questionnaire for personal auto and home: required questions only, plain wording, and a privacy note. No sensitive data beyond what carriers require.
What a good result looks like
A good intake form asks only what you need to start a quote, in plain words, grouped by topic (about you, your vehicles, your home) with a short privacy note explaining how the information is used. It should be quick to complete on a phone.
Common mistakes and watch-outs
Don't collect Social Security numbers, full driver's license numbers or health details on a basic web form unless your process truly requires it and the form is secure. Make any consent to call or text a separate, clear checkbox. Don't promise a quote time you can't meet.
How to adapt the prompt
Add a section for renters, umbrella or small business if you quote those lines, and ask the AI to mark which questions are required. Grammarly can help tighten the wording before you build the form.
Quick quote request About you - Name: [First and Last Name] - Best phone and email - ZIP code Your vehicles - Year, make, model of each vehicle - Drivers in your household (first names and ages) Your home - Own or rent? Year built? Square footage? [ ] I agree to be contacted by phone or text about my quote. Privacy: we use this information only to prepare your quote. [Privacy Policy Link]
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 Tidio and Intercom Fin as described below.
- Review before you use it. Collect only the information you need, and store what clients share securely. Check every fact, name and number yourself.
- Take the next step. Next, see: Add a chatbot to the agency website.
Best AI tools for this task
Specialized tools first, ordered by fit for this task (never by payout), then any general AI assistant.
Tidio site ↗
Website chat with the Lyro AI agent for answering questions and capturing leads.
Suggested from the related task Add a chatbot to the agency website.
Train Tidio's Lyro AI agent on your FAQ page so it answers common questions and captures leads.
Intercom Fin site ↗
AI customer service agent for chat, email and voice support.
Suggested from the related task Add a chatbot to the agency website.
Connect Fin to your help content so it answers service questions over chat and email.
Any AI assistant
ChatGPT Claude Google Gemini Microsoft Copilot
Paste the prompt above (short or detailed) into any of these.
Before you use it
- Collect only the information you need, and store what clients share securely.
- 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 · Customer Service & AI Receptionists tools