The AI Prompt Vault — 80 ChatGPT & Claude Prompts for Insurance Agents

What's Inside

10 sections. 80 prompts. Built for your week.

Every prompt is grouped by the workflow you'd actually use it for. Skim the section, find what you need, paste it into ChatGPT, fill in the brackets, send.

01 · 8 PROMPTS

Cold Outreach

First-touch emails to bought leads, list rentals, and people who filled out a form 90 days ago.

02 · 8 PROMPTS

Renewal Conversations

60/30/15/3-day renewal sequences that prevent the "let me shop around" reflex.

03 · 8 PROMPTS

Cross-Sell Pivots

Auto → home, home → umbrella, single-policy → multi-line household conversations.

04 · 8 PROMPTS

Quote Follow-Up

The 5-9 touches between "got the quote" and "they signed" that most agents skip.

05 · 8 PROMPTS

Client Education

Monthly value-add emails that keep you top-of-mind without selling.

06 · 8 PROMPTS

Social Media

LinkedIn, Facebook, and Instagram captions that don't sound like corporate mush.

07 · 8 PROMPTS

Email Marketing

Subject lines, preview text, and full-body emails for any campaign you'd run.

08 · 8 PROMPTS

Objection Handling

"Too expensive," "let me think about it," "I already have an agent" — and what to say back.

09 · 8 PROMPTS

Operations

Internal SOPs, hiring posts, onboarding scripts, and process documentation.

10 · 8 PROMPTS

Claims Communication

The hardest emails in your business, written so nobody walks after a claim.

Samples — 3 of 80

Try these free. The other 77 are in the vault.

These are real prompts from the vault — exactly as you'd find them inside. Try them in ChatGPT or Claude right now.

PROMPT 02COLD OUTREACH

The "second opinion" cold email

When you have a name + carrier but no relationship yet

You are an independent insurance agent writing a cold email to a homeowner whose current policy is with [CARRIER NAME]. Their address is in [ZIP CODE]. Write a 4-sentence email offering a free second-opinion review of their policy. Tone: direct, no-pressure, peer-to-peer. Do not pitch yourself. Open with one specific fact about [CARRIER NAME]'s recent rate behavior in [ZIP CODE]. Sign off as: [Your Name], independent agent.

Fill in: [CARRIER NAME], [ZIP CODE], [Your Name]

PROMPT 18RENEWALS

The rate-increase explainer

When the renewal premium went up and you have to send the email

You are an insurance agent writing a renewal email to [CLIENT FIRST NAME]. Their [POLICY TYPE] renewal premium is going from $[OLD] to $[NEW] — an increase of [X]%. The reason is: [REASON — rate filing, claims activity, reinsurance costs]. Write a 6-sentence email that: (1) leads with the number change, (2) explains the reason in plain English, (3) lists what you've already done to shop the market, (4) gives them 3 options (stay, adjust coverage, switch carrier). Tone: matter-of-fact, advocate, no apology.

Fill in: [CLIENT FIRST NAME], [POLICY TYPE], [$OLD], [$NEW], [X%], [REASON]

PROMPT 51OBJECTIONS

"I already have an agent"

When a prospect throws up the loyalty wall on a first call

Write a 3-sentence response to a prospect who said "I already have an agent." The response should: (1) acknowledge and respect the existing relationship, (2) reframe what you're offering as a one-time second opinion rather than a switch, (3) end with a low-friction yes/no question. Do not bash their current agent. Do not promise savings you can't deliver.

Fill in: Nothing — this one is universal

That's 3 of 80. The other 77 cover every weekly conversation an agent has — renewals, cross-sells, claims, win-backs, referrals, social media, operations, education.

What You Get

One PDF. Yours forever.

A clean, IAK-branded PDF you can print, screenshot, or keep open in a browser tab. No subscription, no app, no login.

✓

80 prompts across 10 workflows

Cold outreach, renewals, cross-sells, quote follow-up, education, social, email, objections, ops, claims.

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Each prompt explained

Title, "when to use," the prompt itself, and what to fill in. No guessing how to apply it.

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Works with any AI

ChatGPT, Claude, Gemini, Perplexity. Free or paid tier. The prompts are model-agnostic.

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Brand-neutral fill-ins

Bracketed placeholders ([First Name], [Carrier], etc.) make every prompt a 30-second customization.

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Designed PDF

Print it. Tab through it on your phone. IAK-branded, magazine-quality layout. No ugly stock-template look.

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One-time payment

$39. No subscription, no upsells, no "premium tier." Buy once, use for as long as ChatGPT exists.

Who This Is For

Built for solo agents and small agencies.

Solo P&C agents

You write every email yourself. The prompts cut your draft time in half — write 5 emails in the time it used to take to write 2.

Multi-line agencies

Your CSRs and producers can use the prompts to handle standard client comms without bothering you for review.

Medicare & Life agents

The conversation flows (cross-sell, objection handling, education) apply across product lines — adapt the brackets to your book.

Questions

What people ask before they buy.

Will these work with the free version of ChatGPT?

Yes. Every prompt is engineered to work on GPT-3.5, GPT-4, GPT-4o, Claude (any model), Gemini, and Perplexity — free or paid tier. They're model-agnostic.

Can I edit and adapt them?

Absolutely. The whole point of the bracketed placeholders is that you customize for your book, your carriers, your client names. Adapt freely.

Is this just a list of prompts, or actual conversations?

Both. Each prompt is engineered to generate a complete email, response, social post, or script — not just a sentence starter. You get a full draft on the first run.

Do you offer support?

No. This is a download — you get the PDF, you own it. If a prompt doesn't fit your situation, tweak the brackets. That's the design.

Refunds?

Within 7 days, no questions asked. Email me through the contact form on insuranceagentkit.com.

Will I get updates?

If I release a major v2 (new prompts, new sections), buyers get it free. Minor tweaks don't trigger a re-send.

80 prompts. $39.

One PDF. Instant download. Cuts your weekly email-writing time in half. Works in any AI, on any plan, forever.

Get the Vault $39

Instant download · Lifetime access · 7-day refund window

80 ChatGPT & Claude prompts for insurance agents.