AI prompt to respond instantly to new internet leads
Internet leads often request quotes from several agents at once, so a fast, personal first reply matters. This prompt drafts a short text and email, and the tools below can send them automatically when a lead form comes in. Get consent before texting. Tools are ordered by fit, never by payout.
Below is a ready-to-copy prompt to respond instantly to new internet leads, a detailed version that asks you clarifying questions first, and 6 specialized AI tools (GoHighLevel, HubSpot, AgencyBloc, Salesforce Financial Services Cloud, Wealthbox and Redtail CRM) with instructions for this task. It also works in ChatGPT, Claude, Gemini or Copilot.
The prompt
Write a 2-sentence text and a short email to send within 5 minutes of a new online quote request: thank them, confirm what they asked about, and offer two call times. Placeholders only.
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 2-sentence text and a short email to send within 5 minutes of a new online quote request: thank them, confirm what they asked about, and offer two call times. Placeholders only.
What a good result looks like
A good first reply goes out within minutes, thanks the lead, confirms what they asked about and offers two specific call times. It is short enough to read on a phone and clearly comes from a real agent at your agency, not an anonymous system.
Common mistakes and watch-outs
Only text leads who gave consent to be texted (TCPA), and identify your agency in the first message. Don't quote prices or coverage before you've collected the details, and don't send several automated messages in a row if the lead hasn't replied. If you buy leads, make sure the vendor's consent covers your agency.
How to adapt the prompt
Change the line of business and the time offers to match your hours. For after-hours leads, ask for a version that promises a call at a specific time the next morning. To send it automatically when a form is submitted, use a CRM workflow (see the tools below and the CRM follow-up page).
Text (sent within 5 minutes, lead opted in): "Hi [First Name], this is [Agent Name] at [Agency Name]. Thanks for your [Line of Business] quote request! Can I call you at [Time 1] or [Time 2] today?" Email: Subject: Your [Line of Business] quote request Hi [First Name], thanks for reaching out. I'm reviewing your request and would like to confirm a few details so your quote is accurate. Would [Time 1] or [Time 2] work for a quick call? [Agent Name], [Phone]
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 GoHighLevel, HubSpot and AgencyBloc 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.
GoHighLevel site ↗ Affiliate link
All-in-one sales and marketing automation platform (CRM, SMS/email follow-up, funnels).
Set up an instant text/email workflow that fires when a new lead form is submitted.
HubSpot site ↗
CRM and marketing platform with AI features.
Suggested from the related task Automate follow-ups in a CRM.
Build these follow-ups as a HubSpot sequence (timed emails plus call tasks) and use Breeze Assistant (HubSpot's AI) to draft each message; review before enrolling contacts.
AgencyBloc site ↗
Agency management, commissions processing and quoting platform for life & health agencies.
Suggested from the related task Automate follow-ups in a CRM.
In AgencyBloc AMS+, build this cadence as a lead-nurturing Automated Workflow (timed emails, texts and agent tasks). Where your plan includes AgencyBloc Intelligence, its Voicemail Activity Generator suggests the next follow-up step from a client voicemail for you to review and confirm.
Salesforce Financial Services Cloud site ↗
Salesforce CRM for financial services and insurance with built-in AI.
Suggested from the related task Automate follow-ups in a CRM.
In Salesforce Financial Services Cloud, set up the cadence as an automated workflow and use Agentforce (if your edition includes it) to draft personalized follow-up emails and create follow-up tasks after meetings. Review AI drafts before they go out.
Wealthbox site ↗
CRM hub for financial professionals to collaborate on clients and automate busywork.
Suggested from the related task Automate follow-ups in a CRM.
Ask Wealthbox's AI Assistant to draft each follow-up email and create the follow-up tasks (it shows a plan for your approval before changing anything), and save the request as a Playbook to reuse. Put the touches in a workflow template; Wealthbox workflows are started manually.
Redtail CRM site ↗
CRM for financial advisors and their teams.
Suggested from the related task Automate follow-ups in a CRM.
Describe this cadence to Redtail's AI Workflow Builder (Redtail AI, Growth plan, subject to broker-dealer approval) to get an editable workflow draft with steps, tasks and due-date offsets, then review it and publish it as a firm template.
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.
- Answer only what the lead asked about; don't quote prices or coverage before you have their details.
- 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
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