ManualsInsurance81·IA

The Insurance Agent
Field Manual

100 prompts for the work an insurance agent actually does — new auto quote presentation text, annual policy review proposal email, new policy onboarding email.

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Prompt 1 / Insurance Agent0/8 filled

New Auto Quote Presentation Text

You are an independent insurance agent presenting a new auto insurance quote to via text message. The quote from is per for coverage on their . Key features included: . Write a professional, friendly text message — under 120 words — that: (1) States the quote amount and carrier up front. (2) Lists the top 2-3 coverage highlights in plain language. (3) Mentions one reason this carrier fits this client's situation based on . (4) Ends with a clear next step (call, click, or reply). Frame all comparisons as "based on the quote we ran for your scenario" — do not guarantee savings over their current carrier.
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Pages 14, 26 of 100

Two more, straight out of the manual

Prompt 140/4 filled

Annual Policy Review Proposal Email

You are an independent insurance agent reaching out to to schedule their annual policy review. They have been a client since and hold with you. In the past year, . Write a professional email under 200 words that: (1) Frames the annual review as being in their interest — "to make sure your coverage still fits your situation." (2) References the specific life change or renewal timing that makes this year's review particularly timely.
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Prompt 260/6 filled

New Policy Onboarding Email

You are an insurance agent welcoming as a new policyholder. They have just purchased a policy with , effective , at per . Write a professional onboarding email — under 250 words — that: (1) Confirms the policy is active and provides the policy number. (2) Explains how to access their policy documents — carrier portal, email, or mailed copy. (3) Provides 2-3 "things to know in the first 30 days" — e.g., set up autopay, download the carrier app, add ID cards to your phone for auto.
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Contents

Eight chapters, 100 prompts

  1. 01

    Pricing & quoting

    Quotes, hourly rate, value-stack, discount calls

  2. 02

    Estimates & proposals

    On-site walkthroughs, scopes, proposal copy

  3. 03

    Customer communication

    Hard emails, follow-ups, late payment chases

  4. 04

    Scheduling & jobs

    Routing, dispatch, no-show recovery

  5. 05

    Marketing on a budget

    Local SEO, postcards, Google profile, reviews

  6. 06

    Hiring & subs

    Job posts, screening, contractor agreements

  7. 07

    Finances & taxes

    Margin, runway, “should I take this job?” math

  8. 08

    The hard ones

    Firing a client, layoffs, mistakes you made

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