ManualsInsurance82·U

The Insurance Underwriter
Field Manual

101 prompts for the work an insurance underwriter actually does — renewal summary memo, submission summary memo, quote letter draft.

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Prompt 1 / Insurance Underwriter0/8 filled

Renewal Summary Memo

You are an insurance underwriter preparing a renewal summary for management review. Create a renewal evaluation memo for the following account: Named Insured: . Policy Number: . Current Policy Period: . Line of Business: . Current Premium: . Current Limits/Deductible: . Broker: . Account tenure: . **Format with clear H2 headers. Begin with a TL;DR** — 2 sentences: retain or non-renew, and the key factor driving the recommendation. **(1) Account Overview** — Operations, size, risk profile in 3-4 sentences. Include a risk quality rating: ⭐ Preferred / Standard / Substandard. **(2) Expiring Terms** — Present as a markdown table: Coverage | Limit | Deductible | Premium | Key Endorsements.
Type into the yellow slots

Pages 10, 42 of 101

Two more, straight out of the manual

Prompt 100/1 filled

Submission Summary Memo

Act as a senior commercial insurance underwriter with 15+ years of experience. I'm going to paste the contents of a new business submission below. Review it and produce a structured Submission Summary Memo using the following format with clear H2 headers for each section: **TL;DR** — 2-3 sentences: what is this risk, is it worth pursuing, and what's the single biggest concern or strength. **(1) Named Insured and DBA(s)** — Include entity type (LLC, Corp, etc.) if visible. **(2) Broker/Agent** — Name, company, and contact info. Note if this is a new or existing broker relationship placeholder: .
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Prompt 420/10 filled

Quote Letter Draft

Act as a commercial insurance underwriter drafting a formal quote letter ready for broker delivery. Produce a professional quote letter using the following information: Broker: . Named Insured: . Proposed Policy Period: to . Line of Business: . Quote Details: Limits — . Deductible/SIR — . Premium — . Forms — . Key Endorsements — .
Type into the yellow slots

Contents

Eight chapters, 101 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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