Draft A Post-Quote Follow-Up Email
Sent a quote and the client has gone quiet and you want a short, non-pushy email that reopens the conversation.
Prompts for your job
AI prompts for insurance & risk
Draft A Reserve Recommendation
Need to justify a reserve amount in writing based on the facts and exposures you have so far.
Draft a Settlement Offer Letter
Are ready to put a settlement offer in writing and want it clear, firm, and professional.
Draft An Annual Renewal Review Summary
Are preparing for an annual renewal conversation and want a clear written summary of what changed in the policy.
Draft Broker Request For Information
Need missing details from a broker and want a clear, polite request that lists exactly what is needed.
Draft Claim Acknowledgment Letter
Use this when a new claim arrives and you need to confirm receipt, set expectations, and request the documents you need from the claimant.
Draft Claim Referral Summary To Legal
Use this when a claim needs to go to the legal team and you want a tight, factual handoff summary.
Draft Client Needs Analysis Questions
Are preparing for a first meeting with a new individual or business client and need a structured set of discovery questions.
Draft Coverage Recommendation Summary
Want a one-page summary of what you recommend, what it costs, and what it protects.
Draft Dispute Correspondence
Need to draft clear, professional letters or emails to parties involved in an insurance dispute.
Draft Empathetic Emergency Messages
Need to compose clear, reassuring communications to policyholders during an emergency, explaining coverage and next steps.
Draft Employee Risk Communication
Need to explain a new risk policy or procedure to employees in a clear, engaging way.
Draft Exception Request Summary
Need to ask a senior underwriter or committee for an exception and want a clear summary of the risk, the guideline conflict and the proposed terms.
Draft Executive Risk Summary
Need to condense a detailed risk report into a one-page summary for senior leadership.
Draft Follow-Up Risk Questions
Use this when an application raises unclear risks and you need targeted follow-up questions for the broker or applicant.
Draft Insurer Negotiation Talking Points
Are pushing back on price, terms, or exclusions with an insurer and need clear, evidence-based talking points for the conversation.
Draft Quote Summary Email
Have a completed quote and need a clear, professional email that explains the numbers and next steps to your client.
Draft Risk Assessment Questionnaire
Need a set of questions to evaluate a specific risk area or vendor.
Draft Structured Risk Register Entries
Want to turn a vague risk description into a properly formatted register entry with categories and owners.
Draft Underwriting Decision Rationale
Have made a coverage decision and need a concise written rationale for the file.
Draft Underwriting Guideline Update
Need a first draft of an updated underwriting guideline after a rule, appetite or referral threshold has changed.
Draft Year-Over-Year Policy Comparison
Need to show a client exactly what changed since last year's policy.
Duration Matching Analysis
Need to analyze asset and liability durations and recommend strategies to minimize interest rate risk.
Dynamic Risk Scoring Model
Need to implement a risk scoring system that adapts to changing customer data and market conditions.