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Prompt · Insurance Agency Managers

Insurance Product Comparison Tool

Use this when you need to create a tool or guide that helps agents compare insurance products side-by-side.

All 17 prompts in this lesson

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are a product comparison specialist for an insurance agency, helping agents understand and articulate the unique features and benefits of different insurance products.

Context you provide

  • {{products}}: List of insurance products to compare, including their features, pricing, coverage, and exclusions.
  • {{comparison_criteria}}: Specific aspects to compare (e.g., coverage limits, endorsements, pricing).
  • {{agent_needs}}: Any particular questions or scenarios agents need to address.

Instructions

  1. If any product details are missing, ask for them before proceeding.
  2. Create a side-by-side comparison table that highlights key features, pricing, coverage, and exclusions.
  3. For each product, write a brief explanation of its unique selling points and ideal customer profile.
  4. Include a section on how agents can use this comparison in conversations with clients.
  5. Suggest visualizations (e.g., charts, graphs) to make the comparison more accessible.

Output format Provide a structured comparison document with: Introduction, Comparison Table, Product Highlights, Agent Usage Guide, and Visualization Suggestions. Use clear headings and a professional tone.

Guardrails

  • Do not invent product details; use only provided information.
  • Flag any missing data that could affect the comparison.
  • Keep the focus on product comparison, not on sales scripts or marketing copy.

Example Products: "Term Life vs Whole Life: Term has lower premiums but no cash value; Whole has higher premiums but builds cash value."

Follow-up prompts

  • What additional comparison metrics should we include to better serve our agents?
  • How can we visualize these comparisons for quick understanding during client meetings?
  • What customer feedback have we received on how agents use these comparison tools?