AI prompt to create a training quiz for staff

An agency grows through its people. AI helps owners and managers write job ads, onboarding plans, training quizzes, SOPs and coaching plans faster, so new staff become productive sooner.

Below is a ready-to-copy prompt to create a training quiz for staff, a detailed version that asks you clarifying questions first, and 1 specialized AI tool (Gemini Notebook (formerly NotebookLM)) with instructions for this task. It also works in ChatGPT, Claude, Gemini or Copilot.

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The prompt

Create a 10-question training quiz for new agency staff on [topic: personal auto coverages], with answers and short explanations.

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 role, the person's experience level and tone). Then complete this task, and finish with a short checklist of statements I should verify with my compliance team.

Task: Create a 10-question training quiz for new agency staff on [topic: personal auto coverages], with answers and short explanations.

What a good result looks like

A good quiz tests what new staff actually need on the job: the difference between liability and collision, when a deductible applies, what to say when they're not sure. Each answer has a short explanation, so the quiz teaches as well as tests.

Common mistakes and watch-outs

AI quiz answers can be wrong or oversimplified, especially on coverage details that vary by policy and state. Have a licensed, experienced person check every answer before use, and frame questions as 'generally' where terms vary.

How to adapt the prompt

Change the topic (homeowners basics, certificates, Medicare enrollment periods) and the difficulty. Gemini Notebook can build a quiz from your own approved training material.

EXAMPLE output (placeholder data, not a real client)

Training quiz: personal auto basics

1. Which coverage generally pays for damage you cause to someone else's car?
   a) Collision  b) Liability  c) Comprehensive
   Answer: b. Liability generally covers damage you cause to others.

2. A tree falls on a client's parked car. Which coverage usually applies?
   Answer: comprehensive, subject to the deductible and policy terms.

3. A client asks if a rental car is covered. What do you do?
   Answer: check their policy before answering; don't guess.

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 [topic: personal auto coverages] 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 Gemini Notebook (formerly NotebookLM) as described below.
Review before you use it. Check every fact, name and number yourself.
Take the next step. Next, see: Onboard and train a new staff member.

Best AI tools for this task

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

Gemini Notebook (formerly NotebookLM) site ↗

Google's AI research tool that analyzes the sources you upload, summarizes them and helps you study the material.

How to use it

Upload your training manual to Gemini Notebook and ask it to generate quiz questions from it.

Any AI assistant

ChatGPT Claude Google Gemini Microsoft Copilot

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

Before you use it

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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