Course overview
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Priya's Thursday, two ways

8 lessons · 27 prompts

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

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Priya, a commercial insurance broker at a small agency

Priya starts Thursday with a bakery client who is opening a second location. The intake notes are spread across three emails, a phone message, and a photo of a handwritten list. She opens ChatGPT and uses the Client Risk and Needs prompt. She types the messy details: new delivery van, gluten-free flour storage, a shared loading bay, and a part-time manager. The AI gives her a clear list of risks and gaps, and she checks it against her own knowledge.

Next she compares two insurer quotes for the bakery. One quote is cheaper but excludes water damage from the shared bay. She uses the Comparing Policies and Quotes prompt in Claude, pastes the two quote summaries without client names, and asks for a side-by-side table. The table shows the real difference in plain language. She flags the exclusion and decides what to ask the underwriter.

At lunch, she uses the Client Emails and Explanations prompt in Gemini to draft a calm email about the premium change and the water damage exclusion. She edits it to sound like her, adds a line about the bakery's new location, and sends it. Then she uses the Renewals and Retention prompt to prepare a one-page renewal summary for a different client, a plumbing company with a fleet of vans.

By late afternoon, Priya has answered the bakery, sent the renewal summary, and called two clients she had been meaning to reach. She leaves on time, picks up her daughter from soccer, and still has energy to cook dinner. The work is not magic. It is simply finished.

Before

  • Notes spread across email and sticky notes
  • Quotes compared by hand in three windows
  • Renewal reminders written after hours
  • Claims emails take three drafts

After this course

  • Intake notes become a clear risk picture
  • Quotes compared side by side in minutes
  • Renewal summaries ready before the call
  • Claims emails drafted and checked once

What you'll learn

  • Client risk and needs: Turn messy intake notes into a clear picture of a client's risks, gaps, and coverage options.
  • Comparing policies and quotes: Compare insurer quotes and policy wordings quickly so you can see the real differences and flag what matters.
  • Client emails and explanations: Write clear, calm client messages about premiums, renewals, and what their policy does or does not cover.
  • Renewals and retention: Prepare renewal reviews, show what changed year over year, and keep clients from drifting away.
  • Proposals and recommendations: Draft client-ready proposals and recommendation summaries that explain what you suggest and why.
  • Underwriting and negotiation: Present risks well to underwriters and push back on price, terms, or exclusions with confidence.
  • Coverage issues and claims: Challenge unfair claim decisions and help clients understand exactly what happens next.
  • Regulations, learning and admin: Turn regulatory updates and study material into practical points you can use with clients or exams.

How this course works

  1. 8 lessonsOne task of your job each, from client risk and needs to regulations, learning and admin.
  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.