# AI for Insurance Agents — 150 copy-paste prompts | AI on the Job

https://www.ai-on-the-job.com/books/010-ai-on-the-job-insurance-agents-edition

010 of 025 · Licensed Professions

Insurance Agents

You have been replaced before, and that one had a jingle. This is about the renewal letters, the rate conversations and the claims hand-holding no fifteen-minute ad ever mentions.

eleven and a half hoursa week.

That’s eleven and a half hours in a normal week. Your first week will be slower — you’re learning a tool. By week three, the numbers above are realistic. Chapter 12 gives you the 30-day plan to get there.

Where the hours come from

Chapter 4Turning rater output into proposals clients understand~2.5 hours

Chapter 5Renewal letters, rate-increase conversations, remarkets~2.5 hours

Chapter 6Service confirmations, certificate traffic, claims hand-holding~2 hours

Chapter 7Review replies, referral asks, cross-sell touches~1.5 hours

Chapter 8Reading forms, bulletins, and quotes the slow way~1.5 hours

Chapter 9Marketing you keep pushing to next quarter~1.5 hours

Twelve chapters.

150 copy-paste prompts across twelve chapters, a glossary with no jargon in it, and a thirty-day plan that starts with one thing on Monday.

01
Your Head Start

02
The 30-Minute Setup

03
How to Talk to It

04
Quotes and Proposals That Explain Themselves

05
Renewals and the Rate Conversation

06
Service Work and the Claims-Time Voice

07
Reviews, Referrals, and the Book That Grows Itself

08
The Knowledge Work — Reading Faster Than the Market Moves

09
Getting Clients

10
The Rules You Can’t Afford to Break

11
Tools of the Trade

12
Your First 30 Days

Then: The Prompt Library, Glossary, The AI on the Job Series and About This Edition.

Read the opening before you decide.

Not a sample that stops mid-sentence — the whole first section, as
printed, the title of every prompt in the library, and the guide to the trade.

Prompt #1.

Printed exactly as it appears in the book. The yellow parts
are the blanks you fill in — there are thousands across the 150 prompts, and
they are why this works on your trade rather than a generic one.

COPY THIS — Prompt #1 · Your permanent profile

Paste into the custom instructions / profile box: “I’m a licensed insurance agent at [AGENCY NAME], a [SIZE]-person [INDEPENDENT / CAPTIVE] agency in [CITY, STATE]. We write [personal lines / commercial lines / life & health — list your mix]. When I ask you to write anything client-facing, keep it professional, plain, and warm — no hype, no exclamation points, an 8th-grade reading level. Three permanent rules: (1) never state what a policy covers, excludes, or will pay — write around coverage or mark it [VERIFY AGAINST POLICY] for me to confirm; (2) leave every premium, limit, and deductible as a blank or exactly as I gave it — never invent or round numbers; (3) never promise a rate, a claim outcome, or a carrier decision.”

One of 150 in AI for Insurance Agents.

Start reading here.

Ordering is currently closed. Explore the books, read the opening essays, and try the free prompts.

Read the opening → Try the free prompts →

The questions people actually ask.

Do I need to pay for ChatGPT or Claude to use this book?

Not yet. The free tiers of both tools will carry you through this entire book’s TRY IT NOW exercises and your first few weeks of real use. You’ll know it’s time to pay (roughly $20/month) when you hit the free tier’s daily limits during a normal workday — that’s the signal the tool is earning its keep. Chapter 11 covers what the money buys.

Is this book going to tell me AI is coming for my job?

No. It takes the opposite position, and says so on page one: it is a good tool for words, it does not do your job, it does the writing around your job. The book's own last line on it is “this book will not tell you AI is magic. It’s a power tool. It kicks. We’ll show you where — and in this business, “where it kicks” includes a hazard big enough to get its own rule, repeated in nearly every chapter: the AI never gets to say what a policy covers. The policy does.” You can read the whole opening, You Have Been Replaced Before, free: 2,198 words, no sign-up.

What is actually in the 150 prompts?

Eight groups: Setup & Voice (1–15), Quotes & Proposals (16–40), Renewals & the Rate Conversation (41–65), Service Work & Claims Communication (66–85), Reviews, Referrals & Retention (86–105), The Knowledge Work (106–120), Marketing & Growth (121–145), Admin & Momentum (146–150). Every title is listed free on the prompt page, and twelve of the prompts are printed there in full.

I have never used AI at work. Is this too advanced?

It assumes nothing. Chapter 2 is “The 30-Minute Setup” and Chapter 3 is “How to Talk to It” — the tool is set up and the one real skill is taught before anything else is asked of you. The glossary at the back explains every term the book uses.

How long is it?

It is about 30,575 words across 12 chapters, plus the 150-prompt library and the glossary; the audiobook runs 2h 19m across 20 tracks, measured from the masters on 2026-08-31. Chapters 1–3 take about an hour and everything else depends on them.

Can I order the book here?

Ordering is currently closed. Explore the books, read the opening essays, and try the free prompts.

This book will not tell you AI is magic. It’s a power tool. It kicks. We’ll show you where — and in this business, “where it kicks” includes a hazard big enough to get its own rule, repeated in nearly every chapter: the AI never gets to say what a policy covers. The policy does.

AI on the Job: Insurance Agents Edition · page one

Somebody you work with needs one of these.
