ChatGPT prompts for insurance quotes and proposals
A quote comparison is only useful if the client understands it. These prompts feed the model coverages and prices with identifiers stripped, then ask for explanations a non-expert can read in one pass. You still check every number before it goes out.
20 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.
- 021
Here are [N] quotes with coverages and prices, no identifiers: [paste]. Write a plain-English comparison a non-expert can understand.
- 022
From these quotes, recommend one and explain the tradeoffs in two sentences: [paste].
- 023
Write a warm cover note to send with a [line] proposal to a price-sensitive prospect. Under 120 words, invite a quick call.
- 024
Explain the difference between these two coverage options to a client who knows nothing about insurance: [paste].
- 025
Draft a short script for presenting a proposal on a call: open, walk through value, handle the price question, ask for the business.
- 026
Turn this list of coverages into three benefit-focused bullet points a client would care about: [paste].
- 027
Write a follow-up that goes out the same day a proposal is sent, confirming it arrived and inviting questions. Under 80 words.
- 028
Explain in plain English why the cheapest quote may not be the best value, without knocking any company.
- 029
I am presenting two options, a lower-premium higher-deductible plan and a higher-premium lower-deductible plan. Write a neutral explanation of who each one tends to suit, framed as a way to think about it, not a recommendation.
- 030
Write a proposal cover email for a prospect referred by an existing client, mentioning the referral warmly. Under 110 words.
- 031
Draft a short FAQ to attach to a [line] proposal answering the three questions clients ask most before buying.
- 032
Turn this quote breakdown into a one-page summary with a clear headline, the key numbers, and a single next step: [paste, no identifiers].
- 033
Write a message explaining to a prospect why I need a few more details before I can give an accurate quote, so the request feels helpful not annoying. Under 90 words.
- 034
Draft a follow-up for a quote where the prospect went quiet after seeing the price, reopening the conversation around what coverage actually protects. Under 90 words.
- 035
Explain what changed between this quote and the one I sent last month, in plain terms a client can follow: [paste both, no identifiers].
- 036
Write a confident closing line for a proposal call that asks for the business without pressure.
- 037
Draft a short note for a prospect who wants the absolute cheapest option, gently laying out the risks of stripping coverage too far. Under 100 words.
- 038
Write a proposal cover note for a client adding a second line to an existing policy, framing it as rounding out their protection. Under 100 words.
- 039
Turn these three coverage tiers into a simple good/better/best comparison a client can scan in ten seconds: [paste].
- 040
Draft a message confirming a binder is in place and explaining in one sentence what a binder means. Under 80 words.
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