AI prompt to do a weekly review and plan next week
Email, data entry, reports and planning take up a large share of an agent's week. AI can draft, summarize and organize that work, and specialized tools can pull data from documents and keep client records tidy.
Below is a ready-to-copy prompt to do a weekly review and plan next week, 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.
The prompt
Guide me through a 20-minute weekly review: wins, misses, pipeline, renewals coming up, and top 3 priorities for next week. Ask me questions one at a time.
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: Guide me through a 20-minute weekly review: wins, misses, pipeline, renewals coming up, and top 3 priorities for next week. Ask me questions one at a time.
What a good result looks like
A good weekly review is a short conversation: the AI asks one question at a time, you answer briefly, and you finish with three clear priorities for next week. It should cover renewals and the pipeline, not just your to-do list.
Common mistakes and watch-outs
Keep client names out of your answers (use 'the [Town] contractor account' instead). Don't let the review turn into a long list of new tasks; the goal is choosing the three that matter.
How to adapt the prompt
Add the numbers you track (quotes, referrals, retention) or the questions your manager asks each week. Save the finished prompt and run it at the same time every Friday.
AI: What were your top 2 wins this week? You: Closed [Small Business Account]; finished 10 renewal reviews. AI: What slipped? You: Didn't follow up on 3 open quotes. AI: Which renewals are due in the next 30 days that need attention? You: Two homeowners with roof questions. Your top 3 for next week: 1. Follow up on the 3 open quotes by Tuesday 2. Call the 2 homeowners about roof questions 3. Ask 3 clients for referrals
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 any AI assistant: ChatGPT, Claude, Gemini or Copilot.
- Review before you use it. Check every fact, name and number yourself.
- Take the next step. Next, see: Plan my day and prioritize tasks.
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
- 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
More: All operations and productivity prompts · All AI prompts