ChatGPT prompts for new movers and life transitions
Life events are the only time most clients want to hear from their agent. These prompts frame each one as a short, specific check-in about what changed, with the private details kept out of the model entirely.
9 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.
- 252
Write a welcome series of three emails for a client who just bought a new home, covering what to check now, in 30 days, and at renewal. Each under 110 words.
- 253
Draft an outreach to someone who just moved to the area, introducing the agency and offering a simple coverage review. Under 100 words.
- 254
Write a congratulations-and-coverage message for a client who just got married, gently raising combining or reviewing policies. Under 100 words.
- 255
Draft a message for a client with a teen who just started driving, explaining the conversation we should have, calm and supportive. Under 110 words. No private details.
- 256
Write an outreach to a client who just started a business, introducing the idea of a commercial review without overwhelming them. Under 110 words.
- 257
Draft a message for a client approaching retirement, inviting a review of how their coverage needs may be shifting. Under 110 words. No private details.
- 258
Write a warm note for a client who just had a baby, covering the handful of coverage things worth a quick look, gentle and brief. Under 100 words.
- 259
Draft a new-mover checklist clients can follow in their first month at a new address, helpful and practical.
- 260
Write an outreach to a client whose child is heading to college, raising the few coverage questions that come with that change. Under 100 words. No private details.
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