A quick demo, real examples, and a free prompt guide to help you get started with AI — no tech skills required.
If you’ve heard of ChatGPT but aren’t quite sure how it fits into your agency’s workflow — or what to even type once you log in — you’re not alone.
We talk to insurance teams every day who are curious about AI but don’t know where to start.
So we pulled everything together in one easy resource.
Here’s what you’ll find on this page:
✅ A 3-minute video demo showing ChatGPT in action
✅ A plain-English explanation of what prompts are and how to use them
✅ A free downloadable guide with 20+ prompts you can copy and use right away
✅ Use cases specific to quoting, renewals, client communication, and content
🎥 Watch: ChatGPT in Action (3-Minute Demo)
Before we dive in, watch this short video.
It shows how ChatGPT can help you:
Clean up a messy client email
Brainstorm newsletter or blog ideas
Save time on repetitive tasks
👇 Watch the demo below to see how it works:
What Is ChatGPT, and What’s a Prompt?
ChatGPT is a free tool that helps you write, clean up, summarize, or explain things — just by typing what you need.
It works based on prompts — the instructions you type in.
Think of a prompt like giving a task to a team member. The clearer you are, the better the result.
Prompt Example:
“Write a friendly email following up on a personal auto quote I sent last week. Ask if the client has any questions and offer to schedule a call.”
That’s it. No code. No special formatting. Just type like you talk.
When Should You Use ChatGPT?
Here are some real ways insurance agencies are already using it:
Email clean-up: Rewrite long or confusing messages into something short and clear.
Quote follow-ups: Draft professional follow-ups in seconds.
Meeting recaps: Summarize call notes for internal follow-up.
Marketing content: Brainstorm social media captions, newsletters, or blog post ideas.
Coverage explainers: Break down complex policy details into simple language for clients.
Free vs. Paid ChatGPT: Which Should You Use?
Free (GPT-3.5): Great for basic tasks like rewriting emails or creating short content.
Paid ($20/month – GPT-4): Faster, better memory, and more reliable for longer, complex requests.
For most insurance teams just starting out, the free version works great.
Download the Prompt Library for Insurance Agencies
We created a free, printable guide with 20+ prompts built just for insurance agency teams.
These aren’t generic. They’re the same types of tasks your team already does — only faster, with help from ChatGPT.
Inside the guide:
Prompts for quoting, renewals, follow-ups, and email replies
Blog post and newsletter ideas
“If this, then try…” suggestions to make it easy for your team to test
Tips for getting better results — even if you’ve never used AI before
👇 Fill out the form below to download the guide:
Want Help Putting This Into Practice?
If you’re not sure where to begin or want someone to walk you through how this could work with your tools, we’ve got you.
We’re offering a limited number of free 1:1 AI consults this month.
We’ll take a look at your current tech, suggest a few quick wins, and show you how agencies like yours are already saving time.
Start with One Prompt
You don’t have to change how your agency works overnight.
Start with one small task — rewriting an email, following up on a quote, or drafting a renewal reminder.
Then build from there.
We’re here to help you learn what works, what’s worth your time, and how to actually make AI useful in your day-to-day.
Try a prompt. Watch the demo. Download the guide.
Let us know how it goes.