ChatGPT prompts for life insurance agents
Life conversations go wrong when the message sounds like a pitch about death. These prompts set the tone as calm and practical, focus on the family's situation in attributes only, and leave the numbers to you.
8 prompts. 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.
- 216
Explain term vs whole life to a young parent in plain English, neutral and honest. Under 150 words.
- 217
Write a gentle outreach to a client who has no life coverage and just had a baby. Under 110 words.
- 218
Draft a message explaining why life insurance is generally cheaper the younger and healthier you buy it, without pressure. Under 110 words.
- 219
Explain how to think about how much life insurance someone might consider, framed as a simple approach, not a recommendation. Under 130 words.
- 220
Write an outreach to a client whose term policy is nearing the end of its level period, explaining their options plainly. No private health details. Under 120 words.
- 221
Draft a message to a small-business owner introducing the idea of life insurance for business continuity or a buy-sell arrangement, simply. Under 120 words.
- 222
Explain the role a beneficiary designation plays and why keeping it current matters, in plain terms. Under 110 words.
- 223
Write a sensitive outreach inviting clients to review their life coverage after a major life change, that never assumes details. Under 100 words.
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