ChatGPT prompts for insurance lead generation and referrals
A referral ask works when it is specific about who you help and easy to forward. These prompts make the model write to that standard, and the partner-outreach prompts give the model the other person's business so the note is about them, not you.
18prompts. Square brackets are blanks you fill in. “Fix this for my situation” opens the free grader with the prompt loaded so you can add your specifics and see the score.
- 091
Take this common client question and turn it into a social post, a 100-word email, and a 400-word article: [question].
- 092
Give me 15 educational content ideas for [audience] that build trust without a hard sell.
- 093
Here is info on [N] leads, no names: [attributes]. Rank by fit for an agency writing [lines], one reason each.
- 094
Write a warm referral request to send after a smooth interaction, under 90 words.
- 095
Write a one-paragraph note a happy client could forward to a friend who needs [line] coverage.
- 096
Draft a short nurture email for a cold lead list that leads with value, not a pitch.
- 097
Write a LinkedIn message to a local small-business owner offering a free coverage review. Not salesy, under 70 words.
- 098
Draft a referral request specifically for a client who just had a great claims experience, while the goodwill is fresh. Under 90 words.
- 099
Write a script for asking for a referral on the phone at the end of a positive call, that feels natural, not rehearsed.
- 100
Draft a thank-you message to send to a client who just referred someone, whether or not the referral buys. Under 80 words.
- 101
Write a short outreach to a local [realtor / mortgage broker / accountant] proposing a referral partnership, professional and specific. Under 100 words.
- 102
Draft three versions of a 'do you know anyone who...' referral ask, each tailored to a different line of business.
- 103
Write a follow-up to a referral partner who sent a lead, keeping them in the loop without sharing private details. Under 80 words.
- 104
Give me 10 ideas for a small local event or workshop an agency could host to generate leads, with a one-line description of each.
- 105
Draft a message offering a free 'second opinion' on a prospect's current coverage, framed as a no-obligation favor. Under 90 words.
- 106
Write a welcome message for a new lead who filled out a web form, replying fast and setting up the next step. Under 80 words.
- 107
Draft a short nurture sequence of three emails for leads who downloaded a free guide but haven't engaged, each leading with a tip. Under 90 words each.
- 108
Write a community-focused post offering to answer insurance questions for free in a local group, helpful and not promotional.
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