AI for P&CINSURANCE AGENTS
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GETTING STARTED / NOVICE

Write a prompt that gives AI a useful job

A useful prompt tells AI what to do, supplies the relevant context, defines what it must not assume, and describes the output you want. Ask it to flag missing information rather than fill gaps with guesses.

By Calvin Churchill · Published October 11, 2026 · Fictional examples

How to try it

  1. Name one task

    Choose a narrow job, such as drafting a prospect follow-up. Avoid asking AI to manage an entire sales process.

  2. Supply safe context

    Provide a fictional scenario and approved generic wording. Say who will read the draft and what next step you want to suggest.

  3. Set the boundaries

    State what AI must not invent, including savings, policy terms, approvals, or promises. Ask questions if a necessary detail is missing.

  4. Describe the output

    Specify length, tone, and format. Review the result against those requirements before using it.

Copy the starter prompt

Draft a brief follow-up for this fictional prospect scenario: a business owner asked to discuss their agency service needs next week. Audience: a busy business owner. Goal: ask which of two meeting times works. Use plain, friendly language in fewer than 100 words. Use placeholders for the times. Do not invent savings, coverage advice, approvals, or commitments. List any missing information after the draft. Do not send it.

BEFORE YOU USE THE RESULT

What to review

Use only agency-approved tools. Check every factual statement and placeholder. An attractive draft still needs a person to approve the exact message.

Adjust for your experience

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