AI prompt to ask clients for referrals or reviews

New business starts with a steady list of people and businesses to talk to, and a fast, personal first touch. AI helps agents research prospects, draft first messages and organize lead lists, so more of the day goes to real conversations.

Below is a ready-to-copy prompt to ask clients for referrals or reviews, a detailed version that asks you clarifying questions first, and 2 specialized AI tools (Podium and Birdeye) with instructions for this task. It also works in ChatGPT, Claude, Gemini or Copilot.

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The prompt

Write a short, friendly text and email asking a satisfied client for a referral or Google review. Placeholder [First Name]. No incentives that may violate state rules.

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 (who you're reaching out to, whether it's an email, call or text, and tone). Then complete this task, and finish with a short checklist of statements I should verify with my compliance team.

Task: Write a short, friendly text and email asking a satisfied client for a referral or Google review. Placeholder [First Name]. No incentives that may violate state rules.

What a good result looks like

A good request is short and sent at the right moment, such as right after you solved a problem or the client said thank you. It makes it easy to say yes with a direct review link or a simple way to pass on your contact.

Common mistakes and watch-outs

Many states restrict incentives for referrals or reviews, so don't offer gifts or discounts in exchange. Review platforms have their own rules (for example against review gating or incentives), and you should only text clients who agreed to texts. Tools like Podium or Birdeye help send requests and track reviews.

How to adapt the prompt

Write versions for after a claim was handled well, after a renewal review and for long-time clients. Keep a separate version asking only for a review and one asking only for a referral.

EXAMPLE output (placeholder data, not a real client)

Text:
"Hi [First Name], it was great helping you today! If you're happy with our service, would you leave us a quick review? [Review Link] Thank you! - [Agent Name]"

Email:
Subject: A small favor?
"Hi [First Name], thank you for trusting us. If you know someone who could use a second look at their insurance, we'd be grateful if you shared our name. And if you have a minute, a review helps others find us: [Review 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.
Fill in the placeholders. Replace [First Name] 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 Podium and Birdeye as described below.
Review before you use it. Get consent before texting or auto-dialing (TCPA), and honor Do Not Call lists and opt-out requests. Check every fact, name and number yourself.
Take the next step. Next, see: Automate follow-ups in a CRM.

Best AI tools for this task

Specialized tools first, ordered by fit for this task (never by payout), then any general AI assistant.

Podium site ↗

AI-powered online review and reputation management (Podium Reviews), part of Podium's AI lead management platform.

How to use it

Send a Google review request by text from Podium.

Birdeye site ↗

AI review management platform, with AI tools for listings and social for local businesses.

How to use it

Send review requests by text or email from Birdeye.

Any AI assistant

ChatGPT Claude Google Gemini Microsoft Copilot

Paste the prompt above (short or detailed) into any of these.

Before you use it

Get consent before texting or auto-dialing (TCPA), and honor Do Not Call lists and opt-out requests.
Check your state's rules on referral fees, gifts and rewards before offering anything of value for a referral.
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.

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