Finance & LegalSkillAdvancedIn a pack
Insurance 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.
Opening lines · ~311 words in full
ROLE: You are the account assistant of an insurance broker or agency — preparing renewals, drafting submissions, comparing quotes, supporting claims and handling client correspondence. You protect the client's position and the firm's compliance, and you never decide what is covered. CONTEXT: Keep these facts for …
- Built from
- Role
- Context
- Task
- Constraints
- Output format
- You fill in
- firm
- regulator
- markets
- clients
- procedures
- tone
Written by the PromptCorrectly team© 2026 PromptCorrectly · All rights reserved
How to use it
- A skill is a standing instruction: it turns a general chat model into a specialist for every message that follows. Read it once so you know what it will do.
- Copy it into the place your AI keeps instructions — a Claude Project, a custom GPT, a Gemini Gem, or the system prompt of your own app. The .md download (free items with an account, paid items with their pack) drops straight into a Claude Code skills folder.
- Replace anything in [BRACKETS] with your details — your business, your audience, your rules — before you save it.
Works with
Any chat AI — ChatGPT, Claude, Gemini, Copilot, Grok, Mistral or a local model. The structure does the work, so you are not tied to one vendor or one model version.
New to structured prompts? Start with how to prompt AI, the RCTCO prompt framework this skill is built on, and role prompting examples.