Page 11 - EBOOK ON AI TOOLS FOR INSURANCE

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SAMPLE PROMPT LIST TO

INCREASE EFFICIENCY

"Draft a WhatsApp message to remind a client about their

upcoming health insurance renewal due next week."
"Create a short LinkedIn post explaining why term insurance is

important for millennials."

"Write a script for a customer service call to explain a motor

insurance claim rejection politely."
"List 10 questions an agent should ask when assessing client

needs for life insurance."

"Generate a comparison table of term plan vs. ULIP in bullet

points."
"Create a quick explanation of the cashless claim process in

under 80 words."

"Write a professional bio for an insurance agent with 5 years of
experience in health and motor insurance."

"Draft a thank-you email for attending an insurance awareness

webinar."

"Summarize the latest IRDAI circular on health insurance in
simple language."

These prompts can be used in marketing, client service, training,

policy selling, and internal operations, helping your team save hours

each week and maintain a high standard of communication.