Page 26 - EBOOK ON AI TOOLS FOR INSURANCE
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USE CASES (WITH EXAMPLES):
Client Proposal Deck
Prompt to ChatGPT: “Create a 5-slide
presentation for a term insurance pitch to a
35-year-old salaried professional.” Output:
Introduction to Term Insurance
Why It’s Ideal for Salaried Individuals
Key Benefits (High Sum Assured, Low
Premium)
Case Example with Premium Illustration
How to Get Started
This content is pasted into a design tool like
Canva or Beautiful.ai, where AI formats it into
a visually compelling presentation.
Product Training Deck
Prompt to ChatGPT: “Summarize key features
of a health insurance product in 6 slides.”
Resulting content is then uploaded into
Gamma.app or PowerPoint Designer for
professional formatting.
Claims Process Walkthrough for Clients
AI generates step-by-step flowcharts, which
can be quickly imported into presentation
templates for onboarding or client
education.
