ManualsInsurance82·U

The Insurance Underwriter
Field Manual

101 prompts for the work an insurance underwriter actually does — renewal summary memo, industry risk overview, auto fleet exposure summary.

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Prompt 1 / Insurance Underwriter0/8 filled

Renewal Summary Memo

You are an insurance underwriter preparing a renewal summary for management review. Create a renewal evaluation memo for the following account: Named Insured: . Policy Number: . Current Policy Period: . Line of Business: . Current Premium: . Current Limits/Deductible: . Broker: . Account tenure: . **Format with clear H2 headers. Begin with a TL;DR** — 2 sentences: retain or non-renew, and the key factor driving the recommendation. **(1) Account Overview** — Operations, size, risk profile in 3-4 sentences. Include a risk quality rating: ⭐ Preferred / Standard / Substandard. **(2) Expiring Terms** — Present as a markdown table: Coverage | Limit | Deductible | Premium | Key Endorsements.
Your input: 8 blanks. The other 109 words do the thinking for you.

Pages 63, 98 of 101

Two more, straight out of the manual

Prompt 630/1 filled

Industry Risk Overview

You are an insurance underwriter researching an unfamiliar industry for underwriting decision-making. I need a practical, underwriting-focused overview of the industry. **Format with bold H2 headers. Target audience: an underwriter evaluating their first submission in this class.** **(1) Industry Snapshot** — What does this business do? Typical revenue range, employee count, and operating characteristics in 2-3 sentences. State the NAICS code and common ISO/NCCI class codes.
Your input: 1 blank. The other 66 words do the thinking for you.
Prompt 980/9 filled

Auto Fleet Exposure Summary

Act as a commercial auto underwriter. Review the following fleet information for and produce a structured exposure summary with bold headers: Number of Vehicles: . Vehicle Types: . Radius of Operation: . States of Operation: . Driver Count: . MVR Summary: . Annual Mileage (fleet total): . Current Liability Limits: . **TL;DR** — 2 sentences: overall fleet risk quality and the single biggest concern.
Your input: 9 blanks. The other 64 words do the thinking for you.

Contents

Eight chapters, 101 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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