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Dapols

AI prompts

AI prompts for insurance agencies

Renewal reminders, quote follow-ups and plain-English policy summaries that a licensed agent checks. Copy a prompt into Claude, ChatGPT, Gemini and Copilot, fill in the brackets and check the answer before you use it.

  • Write renewal reminders

    Free

    Write policy renewal reminder emails for an insurance agency

    Get a short, friendly renewal reminder email and a follow-up, written from your own notes, that books a review without promising anything about coverage.

    Works in Claude, ChatGPT, Gemini, Copilot

    View and copy

  • Follow up after quotes

    With a plan

    Write a follow-up sequence after an insurance quote

    Turn your notes from a quote conversation into a four-touch follow-up plan with emails, a call script and a text, so prospects stop slipping away.

    Works in Claude, ChatGPT, Gemini, Copilot

    View

  • Turn meetings into notes

    With a plan

    Turn insurance client meeting notes into a file note

    Paste rough notes or a transcript from a client review and get a clean file note, a task list and a recap email for the agent to approve.

    Works in Claude, ChatGPT, Gemini, Copilot

    View

Want the whole setup, not just prompts?

The Dapols plan for insurance agents and brokers picks the AI tools for your budget and hands over the steps, prompts and automations to run them.

See the plan for insurance agencies

Questions

Which AI prompts are useful for insurance agents and brokers?

This page has 3 prompts written for insurance agents and brokers, each doing one everyday job. They work in Claude, ChatGPT, Gemini and Copilot.

Are the prompts for insurance agencies free?

One prompt is free to copy in full. The others are included with every Dapols plan; their summaries and safety checks are free to read.

Prompts for other businesses