As seen in e-Weekly - Curated by Big I Illinois Staff.
Each week, we’ll share a simple ChatGPT prompt designed for insurance professionals. Use it as a starting point to save time, spark ideas, and improve communication - just remember to review, verify, and customize all AI-generated content before using it, and never include confidential client information.
Copy and paste the prompt into ChatGPT or your favorite AI tool.
This week's AI Prompt...
2026 Sample Prompts by Category
Marketing & Brand
Prompts to strengthen your agency’s messaging, positioning, and visibility in your local market.
Brand Positioning | Best For: Agency Owner, Marketing
Use this to: Strengthen credibility and identify gaps from a consumer’s perspective.
Copy & Paste Prompt:
Review this “About Us” website text from an insurance buyer's perspective and tell me what's clear, what's confusing, what's missing, and how it could better earn a consumer's trust.
Seasonal Content | Best For: Marketing
Use this to: Create timely, educational content that positions your agency as proactive and helpful.
Copy & Paste Prompt:
Act as an independent insurance agent serving families and small businesses in Illinois. Create educational content that explains the top winter-related insurance risks (such as frozen pipes, roof collapse, icy roads, and heating-related fires). Include practical prevention tips, common coverage gaps, and a soft call-to-action encouraging clients to review their policies at the start of the year. Write in a friendly, non-salesy tone.
Seasonal Content | Best For: Marketing, Producer, Agency Owner
Use this to: Support stronger communication and business growth within your agency.
Copy & Paste Prompt:
Act as an independent insurance agent. Create content focused on February life events such as engagements, moving in together, and Valentine’s Day travel. Explain how these events can impact insurance needs, including jewelry coverage, renters insurance, beneficiary updates, and umbrella liability. Keep the tone warm and conversational, and include 2–3 examples of real-life scenarios clients may relate to.
Seasonal Content | Best For: Marketing
Use this to: Explain spring risks clearly and reduce claim surprises.
Copy & Paste Prompt:
Act as an independent insurance agent in a region prone to spring thaw and heavy rain. Create educational content explaining the risks of snowmelt flooding, sump pump failure, basement water damage, and pothole-related auto claims. Clearly explain what is and is not covered by standard homeowners and auto policies, and include a short checklist homeowners can use to prepare for spring.
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Sales & Growth
Prompts designed to help you win new business, expand existing accounts, and drive organic growth.
Account Growth | Best For: Producers
Use this to: Identify natural expansion opportunities and guide conversations.
Copy & Paste Prompt:
List cross-selling opportunities for a personal lines insurance agency and sample client conversations.
Closing Business | Best For: Producer, Agency Owner
Use this to: Re-engage prospects without sounding pushy.
Copy & Paste Prompt:
Write a friendly follow-up email for a prospect who received a quote but hasn’t responded.
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Client Retention & Education
Prompts to improve client communication, build trust, and reduce preventable account loss.
Client Retention | Best For: CSR, Producers
Use this to: Navigate pricing conversations with empathy and clarity.
Copy & Paste Prompt:
Draft a script for a renewal call when a client’s premium has increased.
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Hiring & Staffing
Prompts to help you attract, evaluate, and retain the right people for your agency.
Better Interviews | Best For: Hiring Manager
Use this to: Uncover real-world decision-making skills.
Copy & Paste Prompt:
Create interview questions for a [position] at an independent insurance agency, including behavioral scenarios.
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Leadership & Strategy
Prompts to support long-term planning, succession, and sustainable agency growth.
Long-Term Stability | Best For: Agency Owner
Use this to: Plan for long-term leadership stability and growth.
Copy & Paste Prompt:
Help an independent insurance agency create a succession and career growth plan for employees.
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Productivity
Prompts to help agency leaders prioritize effectively and manage their time with intention.
Weekly Planning | Best For: Agency Owner
Use this to: Prioritize tasks and structure your week more effectively.
Copy & Paste Prompt:
Act as a virtual assistant and help me plan my work week as an insurance agency owner.
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Agency Operations
Prompts to improve processes, create consistency, and reduce operational friction.
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Compliance
Prompts to ensure your marketing and communication remain educational, accurate, and compliant.
Compliance Awareness | Best For: Agency Owner, Marketing
Use this to: Ensure marketing language is educational and non-misleading.
Copy & Paste Prompt:
Rewrite this insurance marketing content to be educational, compliant, and non-misleading.
{Include content you currently use.}