ChatGPT prompts for new movers and life transitions
Life events are the only time most clients want to hear from their agent. These prompts frame each one as a short, specific check-in about what changed, with the private details kept out of the model entirely.
9prompts. 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.
- 252
Write a welcome series of three emails for a client who just bought a new home, covering what to check now, in 30 days, and at renewal. Each under 110 words.
- 253
Draft an outreach to someone who just moved to the area, introducing the agency and offering a simple coverage review. Under 100 words.
- 254
Write a congratulations-and-coverage message for a client who just got married, gently raising combining or reviewing policies. Under 100 words.
- 255
Draft a message for a client with a teen who just started driving, explaining the conversation we should have, calm and supportive. Under 110 words. No private details.
- 256
Write an outreach to a client who just started a business, introducing the idea of a commercial review without overwhelming them. Under 110 words.
- 257
Draft a message for a client approaching retirement, inviting a review of how their coverage needs may be shifting. Under 110 words. No private details.
- 258
Write a warm note for a client who just had a baby, covering the handful of coverage things worth a quick look, gentle and brief. Under 100 words.
- 259
Draft a new-mover checklist clients can follow in their first month at a new address, helpful and practical.
- 260
Write an outreach to a client whose child is heading to college, raising the few coverage questions that come with that change. Under 100 words. No private details.
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