AI prompt to prepare for agency succession and perpetuation

The prompt

Create a step-by-step agency perpetuation and succession planning checklist: options (internal sale, merger, outside buyer), timeline, what to document, how to prepare the book and staff, and which advisors to involve (valuation expert, attorney, CPA). Plain English, practical, no valuation numbers.

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 (your goal, the format you want and the tools you already use). Then complete this task, and finish with a short checklist of statements I should verify with my compliance team.

Task: Create a step-by-step agency perpetuation and succession planning checklist: options (internal sale, merger, outside buyer), timeline, what to document, how to prepare the book and staff, and which advisors to involve (valuation expert, attorney, CPA). Plain English, practical, no valuation numbers.

How to use it

1. Copy the prompt. Copy the short prompt above, or the detailed version if you want the AI to ask clarifying questions first.
2. Add your details. Add the details for your situation (line of business, audience, tone).
3. Run it in the right tool. Paste it into any AI assistant: ChatGPT, Claude, Gemini or Copilot.
4. Review before you use it. Check every fact, name and number yourself.
5. Take the next step. Next, see: Plan agency growth / marketing plan.

Which AI tool to use

Before you use it

• Review every AI output for accuracy and compliance before you use it.

Related tasks

• Plan agency growth / marketing plan
• Manage clients and policies in one system (AMS/CRM)