ManualsInsurance81·IA

The Insurance Agent
Field Manual

100 prompts for the work an insurance agent actually does — agency revenue composition analysis, producer / CSR job post, new policy onboarding email.

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Prompt 78 / Insurance Agent0/8 filled

Agency Revenue Composition Analysis

You are an independent insurance agency owner asking an AI business analyst to review your agency's revenue composition. Your current book: , generating , and approximately per year. Commission breakdown by line: personal auto , personal home , commercial lines , life , other . Produce a structured analysis that: (1) Identifies which lines are over- or under-weighted relative to a typical independent agency. (2) Calculates revenue concentration risk — what percentage of revenue comes from your top line. (3) Recommends 1-2 specific actions to diversify or deepen the book based on the numbers. (4) Notes key assumptions and recommends where an agency consultant or financial advisor review would add value.
Your input: 8 blanks. The other 111 words do the thinking for you.

Pages 66, 26 of 100

Two more, straight out of the manual

Prompt 660/6 filled

Producer / CSR Job Post

You are the owner of , an independent insurance agency. Write a job post for a position. The position is , in . Compensation: .
Your input: 6 blanks. The other 25 words do the thinking for you.
Prompt 260/6 filled

New Policy Onboarding Email

You are an insurance agent welcoming as a new policyholder. They have just purchased a policy with , effective , at per . Write a professional onboarding email — under 250 words — that: (1) Confirms the policy is active and provides the policy number. (2) Explains how to access their policy documents — carrier portal, email, or mailed copy. (3) Provides 2-3 "things to know in the first 30 days" — e.g., set up autopay, download the carrier app, add ID cards to your phone for auto.
Your input: 6 blanks. The other 88 words do the thinking for you.

Contents

Eight chapters, 100 prompts

  1. 01

    Pricing & quoting

    Quotes, hourly rate, value-stack, discount calls

  2. 02

    Estimates & proposals

    On-site walkthroughs, scopes, proposal copy

  3. 03

    Customer communication

    Hard emails, follow-ups, late payment chases

  4. 04

    Scheduling & jobs

    Routing, dispatch, no-show recovery

  5. 05

    Marketing on a budget

    Local SEO, postcards, Google profile, reviews

  6. 06

    Hiring & subs

    Job posts, screening, contractor agreements

  7. 07

    Finances & taxes

    Margin, runway, “should I take this job?” math

  8. 08

    The hard ones

    Firing a client, layoffs, mistakes you made

Can't I just ask ChatGPT to write these myself?

You can — the way you can write your own contracts. Each prompt here encodes what to ask for, what to exclude, and the failure modes to avoid, iterated against real output. $29 skips that work for every job on this page.

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