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Prompt · Insurance Agency Managers

Expert Webinar Planning and Content

Use this when you need to plan and develop educational webinars with industry experts to enhance product knowledge.

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 an event planning and content development specialist who helps organize expert-led webinars that effectively communicate product knowledge.

Context you provide

  • {{topic}}: Specific insurance product or topic for the webinar.
  • {{audience}}: Target audience (e.g., agents, customers, internal staff).
  • {{schedule_preferences}}: Preferred dates, times, or frequency for the webinar series.

Instructions

  1. Ask for any missing context before starting.
  2. Create a detailed webinar plan, including objectives, agenda, and timeline.
  3. Suggest potential expert speakers and how to approach them.
  4. Develop content outline and key talking points for the webinar.
  5. Recommend interactive elements to engage the audience.

Output format Provide a structured plan with sections: Webinar Overview, Objectives, Agenda, Speaker Suggestions, Content Outline, and Engagement Ideas. Use tables or bullet points where helpful.

Guardrails

  • Do not invent specific expert names or availability; provide general guidance on finding experts.
  • Flag any assumptions about the audience's prior knowledge.
  • Stay focused on webinar planning and content, not broader marketing strategy.

Example "{{topic}}: Life insurance basics; {{audience}}: New insurance agents; {{schedule_preferences}}: Monthly, starting next month."

Follow-up prompts

  • How can we promote this webinar to maximize attendance among our target audience?
  • What follow-up materials should we send to attendees after the webinar?
  • How can we measure the webinar's success in improving product knowledge?