AI for insurance agents

Explain the insurance term '[term]' to a client with no insurance background at an 8th-grade reading level, in under 150 words. Use one everyday example. Say that the policy wording and the insurer decide what is covered, and that I can walk through their own policy. Do not say what is or is not covered for any specific person.

I am preparing for a renewal call. Create a checklist of questions to ask the client about changes in the past year (for example property, vehicles, family, business activity, or health status where relevant to the product), and what documents to ask for. Do not suggest coverage amounts. Product type: [type]

Draft a short, friendly follow-up email after a client meeting. Include a thank you, a bulleted summary of what we discussed, what I will do next and what the client needs to send me. Keep to the facts below and do not promise coverage or prices. Facts: [facts without personal identifiers]

Here is sample policy text with personal details removed. Create a one-page summary with headings: what is covered, main exclusions, deductibles or waiting periods, claim steps, and questions to ask the insurer. Quote the section number for each point. Mark anything unclear as 'Confirm with carrier'. Text: [text]

Create a simple checklist a client can follow after [type of event], such as who to call, what to photograph or write down, and what not to do before speaking to the insurer. Say clearly that the policy and insurer instructions come first. Keep it under 200 words.

Draft a calm, empathetic reply to a client who is worried about [concern, e.g. a premium increase]. Acknowledge the worry, explain in plain words what usually drives such changes without citing numbers, and offer a call. Do not promise a lower price or any outcome.

Turn these notes into a table with columns: client label, renewal month, what needs to be done, documents missing and next contact date. Use labels instead of names. Notes: [notes]