Prompts that help independent and captive agents follow up with leads, keep clients through renewals, explain insurance in plain words and market the agency.
Works in ChatGPT, Claude, Google Gemini and other chatbots.
Paste any prompt into ChatGPT, Claude or Gemini and replace the [BRACKETED] parts with your agency's details. These prompts cover prospecting, client communication, marketing and agency admin. They do not replace your licensing knowledge: chatbots can get coverage details, state rules and carrier specifics wrong, so check every explanation against the actual policy forms and your carrier guidelines. Never tell a client they are covered based on AI text. Do not paste client names, policy numbers, driver's license numbers, health details or claim files into a general chatbot. Run marketing copy past your compliance contact or carrier rules, and have a licensed professional review anything that describes coverage.
Right after a quote request comes in.
A lead requested a [LINE OF INSURANCE] (such as auto, home or small business) quote through [LEAD SOURCE]. Write a quick reply email and a text that thank them, list the information I need to quote [INFORMATION NEEDED], offer two call times [TIME OPTIONS], and explain that coverage is not bound until confirmed in writing. Text under 300 characters, email under 120 words.
For quotes that go quiet.
Write a four touch follow up sequence over three weeks for a prospect who received a [LINE OF INSURANCE] quote from [AGENCY NAME] but has not decided. Each touch should add something useful, such as a coverage question to consider or an offer to review their current policy, rather than just checking in. Mix email, text and a call script.
To grow accounts without cold calling.
Write a friendly email to clients who have [CURRENT POLICY TYPE] with us but not [OTHER POLICY TYPE]. Explain in general terms why people often review both together, mention any bundling option if it applies [BUNDLE DETAILS], and invite them to a 15 minute review at [BOOKING LINK]. No pressure and no specific savings claims.
When prospecting commercial accounts.
Write a short, respectful first email to the owner of a [TYPE OF BUSINESS] in [CITY] introducing [AGENCY NAME]. Mention two general risks businesses like theirs often ask about [RISKS], offer a no obligation review of their current coverage, and keep it under 120 words. Avoid fear tactics and make it easy to say no.
For training new producers.
Write a call script for contacting internet leads for [LINE OF INSURANCE]. Include a short opener that references their request, permission to continue, five discovery questions, how to explain next steps, and how to handle not interested politely. Keep it conversational and include a reminder to follow do not call and consent rules.
When you learn a client has a life change.
Write short, sensitive messages for clients going through common life events: [EVENTS] (such as buying a home, having a baby, starting a business). For each, give a two sentence congratulation and a soft offer to review their coverage at [BOOKING LINK]. No hard selling, under 60 words each.
To keep clients through renewal season.
Write a renewal reminder sequence for [LINE OF INSURANCE] clients at [AGENCY NAME]: one message 60 days before renewal, one 30 days before, and one 7 days before. Invite them to review changes in their life or business, explain how to reach us [CONTACT], and keep each under 120 words. No promises about rates.
When renewal increases trigger worried calls.
Write a calm, honest email explaining that a client's [LINE OF INSURANCE] premium is going up at renewal. Use these general reasons the carrier gave [CARRIER REASONS], avoid blaming the client, and offer a review call to look at options such as [OPTIONS] (such as deductible changes or shopping other carriers). Under 180 words.
Right after a policy is bound.
Write a welcome email for new [LINE OF INSURANCE] clients at [AGENCY NAME]. Include how to reach us, how to report a claim [CLAIM PROCESS], how to request ID cards or certificates, and when we will check in next. Warm, organized, under 200 words.
To keep coverage up to date and find new needs.
Write an invitation for an annual coverage review for clients of [AGENCY NAME]. Explain why reviews matter in one sentence, list five things they can bring up [EXAMPLES] (such as new vehicles, renovations, new employees), and include [BOOKING LINK]. Under 150 words, friendly and useful.
When a client is stressed after a loss.
Write a supportive message to a client who just reported a [CLAIM TYPE] claim. Express care, explain the general next steps in our process [OUR PROCESS], give the carrier claim contact placeholder [CARRIER CLAIM CONTACT], and explain that the carrier decides coverage. Under 150 words. Do not promise any outcome.
To keep the door open with lost accounts.
Write a short, gracious email to a former client who moved their [LINE OF INSURANCE] to another agency. Thank them, ask for one piece of feedback, and offer to quote again at their next renewal in [MONTH]. No guilt, under 100 words.
To build reviews at moments clients are happiest.
Write a text and an email asking satisfied clients of [AGENCY NAME] to leave a Google review at [REVIEW LINK]. Keep each under 50 words, personal, and with no reward offered. Give a version for after a claim was handled well and one for after a policy review.
For FAQ pages, handouts and social posts.
Explain these insurance terms in plain English for clients with no insurance background: [TERMS] (such as deductible, liability limit, exclusion, endorsement). Give one sentence and one everyday example for each. Add a note that their actual policy wording controls. I will check accuracy before sharing.
When building website content that answers real questions.
Write an FAQ page for [AGENCY NAME] about [LINE OF INSURANCE] in [STATE]. Include eight common general questions people ask before buying, with answers under 70 words each. Keep answers general, avoid naming coverage a specific policy includes, and suggest speaking with an agent for their situation. Mark any answer I should verify against state rules.
At the start of each month.
Make a 20 post social media plan for [AGENCY NAME] in [CITY]. Mix seasonal safety tips, plain English insurance terms, team spotlights, community involvement and review reminders. For each post give the format and a caption starter. Keep everything general and flag posts that may need compliance review.
For helpful, low pressure content that builds trust.
Write a short social post with five practical [SEASON] safety tips for [AUDIENCE] (such as homeowners or drivers) in [REGION], from [AGENCY NAME]. Keep tips general and helpful, end with a soft invitation to review coverage, and add three local hashtags.
For regular client touchpoints.
Write a short quarterly newsletter for [AGENCY NAME] clients. Include one general educational article on [TOPIC], an agency update [AGENCY NEWS], a seasonal reminder, and a call to book a review. Under 300 words with a friendly subject line. Keep the article general, avoid any specific coverage or rate promises, and flag anything that may need compliance review.
For short videos that answer common questions.
Write a 45 second video script explaining [TOPIC] (such as the difference between actual cash value and replacement cost) in plain English. Use a hook, one simple example, a short summary, and an invitation to ask us about their policy. Add a note that I will check the explanation against the policy forms we sell.
When documenting agency workflows.
Turn these notes into a step by step procedure for [TASK] (such as processing a certificate request or adding a driver): [PASTE NOTES]. Use numbered steps, who handles each, typical turnaround time, and common mistakes. Simple enough for a new customer service rep.
When hiring for the agency.
Write a job post for a [ROLE] (such as licensed customer service rep or producer) at [AGENCY NAME] in [CITY]. Include license requirements [LICENSES], pay and commission structure [PAY], schedule [SCHEDULE], and growth path. Honest, inclusive and under 250 words with how to apply.
When carrier updates pile up in the inbox.
Summarize these carrier bulletins for our team, with no client information included: [PASTE BULLETINS]. For each, give a two line summary, who on our team it affects, and any action and deadline. Present it as a table. Do not add any rule that is not in the text.
On Monday morning to organize sales activity.
Build a weekly plan for an insurance producer with these goals: [GOALS] (such as number of quotes, calls and reviews), these fixed meetings [MEETINGS], and these follow ups due [FOLLOW UPS WITH INITIALS ONLY]. Show it day by day with time blocks for prospecting, service and admin, and leave buffer time.
At month end, for team meetings.
Turn these agency numbers into a short summary for the team: [PASTE NUMBERS] (such as new policies, retention rate, quotes and premium written). Compare to last month [LAST MONTH], list two wins and two areas to improve, and suggest one focus for next month. Use only the numbers I give.
When building referral relationships with other professionals.
Write a short email to a [PARTNER TYPE] (such as mortgage broker, realtor or car dealer) introducing [AGENCY NAME] as a referral partner. Explain how we can help their clients get quotes quickly, how we will keep them updated, and what makes us easy to work with [DIFFERENTIATORS]. Under 150 words, and suggest a short call at [TIME OPTIONS].
So every producer collects the same details the first time.
Create an internal checklist for gathering information from a new [LINE OF INSURANCE] client at [AGENCY NAME]. Group the questions by topic, mark which items are required to quote and which are nice to have, and add a reminder to store personal details only in our agency management system, never in email or chat tools.
Yes, for prospecting emails, renewal reminders, plain English explainers, social posts and agency procedures. Keep client personal information out of general chatbots, and check every coverage explanation against the actual policy forms. Many carriers and agencies have advertising rules, so run marketing copy through whatever compliance review your agency uses.
It can draft a plain English explanation of general terms, but it does not know what a specific policy says and can be wrong about coverage. Never tell a client something is covered based on AI output. Use it to simplify wording you have already checked against the policy, and keep the final explanation with a licensed agent.
Give it the line of insurance, where the lead came from, what you need to quote and when you can call, and ask for a short email and text. Speed matters with internet leads, so having a ready template helps. The quote request prompt above does this and includes a line that coverage is not bound until confirmed.
These prompts are written by Leapscope. Always check AI output for facts before you use it, and keep private customer data out of chatbots.