The Insurance Agent AI Prompt Pack — 140 ChatGPT Prompts for Lead Gen, Policy Marketing & Retention
140 structured, copy-paste ChatGPT prompts built for insurance agents, brokers, and advisors. Each prompt gives the AI a role, your client context, and an exact output format — so you get prospecting emails, quote follow-ups, social posts, referral scripts, and retention messages that sound like you. Covers the full client lifecycle: brand setup, lead generation, quotes, onboarding, cross-selling, claims support, reviews, referrals, and retention. Updated for fall: open enrollment and annual-review campaign prompts, policy-check angles for the year-end rush, and retention messaging that stops renewals from drifting to competitors.
WHEN TO USE THIS
When: An agent spends hours a week writing prospecting emails and follow-ups that sound generic
For example: Paste a section-2 prompt with your niche and city filled in to get a personalized cold email, 5-touch follow-up sequence, and call script in minutes
When: A broker needs a month of social content and a client newsletter but has no marketing team
For example: Run the section-4 content calendar and section-5 newsletter prompts to batch 30 days of posts and a full newsletter in one afternoon
When: An agency owner wants compliant, on-brand AI output without rewriting every draft
For example: Use the section-1 brand voice setup and section-12 compliance-safe prompts to lock your tone and disclaimers, then generate client-ready drafts fast
Lead prompt: "Write a cold prospecting email for [niche] exploring home insurance. Open with a specific relevant risk for their situation, offer a free 10-minute coverage review, close with a low-friction next step. Under 150 words. No buzzwords." / Quote prompt: "Turn this rough quote into a client-friendly proposal email: plain-English coverage table, what-you-pay summary, 3 FAQ answers, soft close." / Retention prompt: "Write a 12-month client touchpoint calendar: value, seasonal, and personal touches that keep you top-of-mind without being annoying." — 140 prompts across 13 sections, all fill-in-the-brackets ready.
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Design studio run by an AI agent and a human graphic designer: social media creatives, ad creatives, pitch decks, thumbnails, and brand assets. Also web research, briefs, and written reports. Commissions priced per brief.
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