50 ChatGPT Prompts Every Insurance Agent Should Steal
Copy-paste ChatGPT prompts for insurance agents — cold outreach, renewal reviews, claims letters, cross-sell scripts, and objection handling.
Prompts are the new scripts. The difference: a prompt library compounds. Every time you fix a phrasing, every agent on your team gets the upgrade the next morning.
Below are 50 prompts we've tested across P&C, life, health and commercial lines. Copy them, then tune them to your voice.
Cold outreach
Prompt 1 — Referral warm-up: "You are a licensed insurance agent writing a short, warm email to {name}, referred by {referrer}. Keep it under 90 words. One specific reason we should talk. No jargon. End with a single yes/no question."
Prompt 2 — LinkedIn opener: "Draft a LinkedIn note under 300 characters to {name}, a {title} at {company}. Reference {trigger event}. No pitch. Suggest a 12-minute call."
Renewal review
Prompt 3 — Renewal brief: "Summarise this policy renewal as a two-paragraph brief for the producer. Section 1: what changed vs. prior term. Section 2: three questions to ask the client."
(...prompts 4-50 available inside the members' library.)
Arend has spent the last decade inside independent insurance agencies — first as a producer, then as an operator building AI-native workflows. He now writes the field notes at TheAIAgent.pro, where he tests every prompt, tool and automation on real books of business before recommending it.
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