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What agents use it for

• Follow up with a prospect who went quiet after a quote
• Write renewal reminder messages
• Create social media posts for the agency
• Take notes and summaries of client calls or meetings
• Compare quotes across carriers
• Build a prospect / lead list
• Check marketing content for compliance
• Explain annuities in plain English
• Cross-sell life insurance to P&C clients
• Explain a coverage or policy term to a client

Example prompt

Write a short, friendly follow-up email to a life insurance prospect who went quiet two weeks after receiving a quote. Acknowledge they're busy, offer to answer questions, and suggest a 15-minute call. No pressure tactics, no guarantees. Use [First Name] as a placeholder. Give me 2 versions under 120 words.

Example prompt

Draft a renewal reminder email and a 160-character text for a personal auto/home client whose policy renews in 30 days. Invite them to a quick coverage review in case anything changed (new driver, renovation, new car). Use placeholders like [First Name] and [Renewal Date]. No rate promises.

Example prompt

Create 8 social media posts for an insurance agency for next month: 2 seasonal safety tips, 2 coverage explainers, 2 community/local posts, 2 'ask us' posts. Keep each under 60 words, educational, no guarantees or price claims, and add a short call to action.

Review AI output for accuracy and compliance; never paste client PII.

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