Course overview
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Priya's Wednesday, Two Ways

8 lessons · 30 prompts

A day in the life of an Insurance Agent: what changes with these prompts.

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Priya, a personal lines insurance agent at a small agency.

Priya starts her Wednesday with a stack of client emails. One client, a young couple, wants to understand why their auto premium went up. Priya opens ChatGPT and uses the prompt from Explaining Coverage Clearly. She pastes the policy change notice and asks for a plain English explanation with a side-by-side comparison of last year and this year. In two minutes she has a clear email ready to send.

Next, she has a meeting with a small business owner about liability coverage. She uses the Preparing Needs Assessments prompt to generate a checklist of questions tailored to a bakery. The checklist reminds her to ask about delivery drivers, home-based orders, and seasonal staff. The meeting runs smoothly and she captures every detail.

After lunch, Priya works on a quote for a family switching from another insurer. She uses the Quoting And Proposals prompt to turn the raw premium numbers into a simple table. She adds a short note about what each coverage does. The family replies right away with a question, and Priya uses the Client Follow-Up And Objections prompt to answer it warmly and clearly.

By 4 p.m., Priya has finished her client work. She uses the time she saved to call two long-time clients just to check in. She also tidies her notes for tomorrow. She leaves the office on time, feeling calm and prepared.

Before

  • Drowning in policy emails
  • Struggling to explain coverage clearly
  • Late nights writing quotes
  • Forgetting to follow up

After this course

  • Clear explanations in minutes
  • Tailored checklists for every meeting
  • Quotes that clients understand
  • Time for real relationships

What you'll learn

  • Explaining Coverage Clearly: Turn dense policy language into clear client explanations and side-by-side comparisons.
  • Preparing Needs Assessments: Walk into client meetings with tailored questions and checklists that surface real coverage needs.
  • Quoting And Proposals: Convert raw premium numbers into clear quotes, comparison tables, and proposals clients can act on.
  • Client Follow-Up: Keep deals moving with follow-up emails and objection responses that sound like you.
  • Claims Support: Guide clients through claims with clear process explanations, updates, and documentation checklists.
  • Renewals And Changes: Explain policy changes and prepare renewal reviews so clients understand what they are keeping.
  • Client Records And Admin: Turn client conversations into clean CRM notes, snapshots, and follow-up tasks.
  • Learning And Product Knowledge: Study faster and stay current on products with AI-generated practice questions and summaries.

How this course works

  1. 8 lessonsOne task of your job each, from explaining coverage clearly to learning and product knowledge.
  2. Ready-to-paste promptsCopy, fill in the parts in {{brackets}}, paste into ChatGPT, Claude or Gemini.
  3. Tick and completeTick the prompts you tried and mark each lesson complete.
  4. Get certifiedFinish and keep the prompts as your own library.