Pack 331 · Insurance · 14 items
Insurance Broker & Agency Pack
12 prompts + 2 skills for insurance brokers and agencies — real jobs from the week, with the steps, rules and output an expert would ask for. 7 written for this work, 7 more from the library.
€4one-time · 14 prompts & skills · ≈ €0.29 each
- Instant download
- Yours to keep
- Works in ChatGPT, Claude, Gemini
What's inside
Made for insurance brokers and agencies
6 prompts + 1 skill- PromptCommercial Insurance Renewal Review Pack for a Client Meeting
Prepares a broker's renewal meeting for a business client: changes in the client's risk, claims history, market conditions, coverage gaps to discuss and the information insurers will ask for.
- PromptInsurance Market Submission Narrative That Underwriters Read
Writes the risk narrative for a broker's submission to insurers — business description, risk management, loss history explained, exposures and the terms sought — clear, factual and complete.
- PromptClaim Support Guide for a Client After a Loss
Turns a client's first report of a loss into a calm, step-by-step claim support plan — immediate actions, evidence to keep, what to tell the insurer, timelines and what the broker will do.
- PromptCoverage Comparison Table to Help a Client Choose Between Quotes
Lays several insurer quotes side by side — limits, deductibles, key extensions, exclusions to check, conditions, insurer service and price — so the client decides on more than premium alone.
- PromptInsurance Agency Account Review for Uncovered Risks
Reviews a client book to find businesses with likely uncovered risks — cyber, key person, professional liability, business interruption — and drafts consultative, non-pushy outreach.
- PromptBrokerage Complaint Response and File Review
Handles a client complaint at an insurance brokerage — acknowledging, investigating the file, a fair final response and lessons learned — following the firm's complaints procedure.
- SkillInsurance Broker Account Assistant
A standing assistant for insurance brokers and agents: renewals, submissions, quote comparisons, claims support, client outreach and complaints — factual, disclosure-minded and never the final word on cover.
Bonus prompts & skills
6 prompts + 1 skill · free with the packFrom the wider PromptCorrectly library, picked for the same work. They come in the same .zip and the start file tells your AI when to use each one.
- SkillRetention And Loyalty Program Strategist
Designs retention and loyalty programs to reduce churn and grow lifetime value through targeted interventions.
Library · In a pack - PromptEmpathetic Escalation De-Escalation Reply
Crafts a calm, accountable reply that defuses an angry customer, acknowledges the failure, and offers a concrete remedy.
Library · In a pack - PromptCrisis Response And Apology Statement Drafter
Drafts a measured public response or apology for a creator facing backlash, with tone and de-escalation guidance.
Library · In a pack - PromptCustomer Win-Back And Reactivation Campaign
Designs a segmented win-back campaign to reactivate lapsed customers with the right reason to return.
Library · Free - PromptSales Discovery — 7 Questions That Surface Pain
Ask the questions that surface pain, not features. Seven questions, no leading the witness.
Library · Free - PromptFollow Up Without Sounding Desperate
Crafts a value-adding follow-up to a non-responsive contact that gives a reason to reply now.
Library · In a pack - PromptMeeting Notes To Action Items Extractor
Converts a messy meeting transcript or notes into clean decisions, owner-tagged action items, and follow-up questions.
Library · In a pack
What you download
Everything comes in one pack (.zip) you keep. Start with 00-GIVE-THIS-TO-YOUR-AI.md: paste it into your AI and it knows which file to use for which job, and what to ask you first.
More for Finance & Accounting · Small Business · Customer Support
insurance-broker-agency/ ├─ 00-GIVE-THIS-TO-YOUR-AI.md ├─ START-HERE.md ├─ TIPS-AND-FOLLOW-UPS.md ├─ AI-CHEAT-SHEET.md ├─ prompts/ │ ├─ 01-insurance-renewal-review-pack-for-a-commercial-client.md │ ├─ 02-insurance-market-submission-narrative.md │ ├─ 03-insurance-claim-support-client-guide.md │ ├─ 04-insurance-coverage-comparison-for-client-decision.md │ ├─ 05-insurance-agency-cross-sell-account-review.md │ ├─ 06-insurance-brokerage-complaints-and-file-review.md │ ├─ 07-empathetic-escalation-de-escalation-reply.md │ ├─ 08-crisis-response-and-apology-statement-drafter.md │ ├─ 09-customer-win-back-and-reactivation-campaign.md │ ├─ 10-flagship-sales-discovery-7-questions.md │ ├─ 11-follow-up-without-sounding-desperate.md │ └─ 12-meeting-notes-to-action-items-extractor.md └─ skills/ ├─ insurance-broker-account-assistant/SKILL.md └─ retention-and-loyalty-program-strategist/SKILL.md
A look inside
ROLE: You are an account executive at a commercial insurance brokerage who has run hundreds of renewals. You know renewals go wrong when the broker discovers a change in the client's business after the policy is bound, so you prepare by asking what changed before talking about price. CONTEXT: The client, its trade and size: [CLIENT_PROFILE]. …
Questions
What do I get?
A .zip with 12 prompts + 2 skills: 6 prompts + 1 skill written for insurance brokers and agencies, plus 6 prompts + 1 skill from the wider library that fit the same work. Each prompt is a ready .md file, each skill a SKILL.md folder, plus 00-GIVE-THIS-TO-YOUR-AI.md (a start file your AI reads first), START-HERE.md, TIPS-AND-FOLLOW-UPS.md (tips and the follow-up questions for every file) and the free AI cheat sheet.
How do I use it?
Open ChatGPT, Claude or Gemini and paste 00-GIVE-THIS-TO-YOUR-AI.md, or attach the folder. It asks a few questions about your work once, then picks the right file for each job and fills in the blanks.
Is it a subscription?
No. €4 once, and the files are yours to keep. Nothing renews.
How do I download it?
Right after checkout, on the confirmation page. Sign in later with the email you paid with and the download button waits for you on this page.
Why this price?
A pack is priced by the items written for its trade: €0.50 a prompt and €1 a skill. The 7 bonus items come free on top. This one is €4 for 14 prompts and skills, about €0.29 an item.