ChatGPT prompts for life insurance agents
Life conversations go wrong when the message sounds like a pitch about death. These prompts set the tone as calm and practical, focus on the family's situation in attributes only, and leave the numbers to you.
8prompts. Square brackets are blanks you fill in. “Fix this for my situation” opens the free grader with the prompt loaded so you can add your specifics and see the score.
- 216
Explain term vs whole life to a young parent in plain English, neutral and honest. Under 150 words.
- 217
Write a gentle outreach to a client who has no life coverage and just had a baby. Under 110 words.
- 218
Draft a message explaining why life insurance is generally cheaper the younger and healthier you buy it, without pressure. Under 110 words.
- 219
Explain how to think about how much life insurance someone might consider, framed as a simple approach, not a recommendation. Under 130 words.
- 220
Write an outreach to a client whose term policy is nearing the end of its level period, explaining their options plainly. No private health details. Under 120 words.
- 221
Draft a message to a small-business owner introducing the idea of life insurance for business continuity or a buy-sell arrangement, simply. Under 120 words.
- 222
Explain the role a beneficiary designation plays and why keeping it current matters, in plain terms. Under 110 words.
- 223
Write a sensitive outreach inviting clients to review their life coverage after a major life change, that never assumes details. Under 100 words.
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