AI prompt to write my agency's value proposition

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 write my agency's value proposition, a detailed version that asks you clarifying questions first, and tips for using it. It works in any AI assistant: ChatGPT, Claude, Gemini or Copilot.

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The prompt

Help me write a clear 2-sentence value proposition for my insurance agency and 3 supporting proof points, based on these facts about us: [paste]. No superlatives I can't support.

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: Help me write a clear 2-sentence value proposition for my insurance agency and 3 supporting proof points, based on these facts about us: [paste]. No superlatives I can't support.

What a good result looks like

A good value proposition says in two plain sentences who you help, what you help them with and what makes working with you different, based only on facts you supplied. The three proof points should be things a prospect can check, such as how long you've served the area, the lines you specialize in or how you handle claims support.

Common mistakes and watch-outs

The AI tends to add 'best', 'lowest rates' or 'unmatched service'. Delete anything you can't prove, and avoid savings or price claims, which can be misleading. Don't name insurers you represent as if they endorse you.

How to adapt the prompt

Write versions for different audiences, such as families, small businesses or a niche like contractors. Ask for a 10-second spoken version for networking and a one-line version for your website header and social profiles.

EXAMPLE output (placeholder data, not a real client)

Value proposition (draft)

[Agency Name] helps families and small businesses in [Town] choose insurance they understand. We compare options from several insurance companies and stay with you when you have a claim.

Proof points:
1. Serving [Town] since [Year].
2. Licensed staff answer the phone during [Office Hours].
3. We review every client's coverage at renewal.

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 [paste] with your own details. Use placeholders or de-identified details; never paste client personal information.
Run it in the right tool. Paste it into any AI assistant: ChatGPT, Claude, Gemini or Copilot.
Review before you use it. No guarantees, misleading comparisons or disparaging other companies or agents. Check every fact, name and number yourself.
Take the next step. Next, see: Write a professional agent bio.

Which AI tool to use

Any AI assistant

ChatGPT Claude Google Gemini Microsoft Copilot

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

Before you use it

No guarantees, misleading comparisons or disparaging other companies or agents.
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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