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The Agent AI Starter Kit

Five prompts and three workflows built for licensed insurance agents. Copy, paste, use tonight.

What's inside

  • Post-Appointment Note Cleanup. Right after a client meeting, when you have messy voice-to-text or scratch notes and need a clean CRM entry plus follow-up list.
  • Re-Engagement Text for a Lead Who Went Quiet. A lead requested a quote 5 to 21 days ago, you followed up once, and they never replied.
  • 60-Day Renewal Check-In Email. A policy renews in about 60 days and you want to open the door for a re-shop without pressure.
  • Objection Roleplay Partner. You have 10 minutes before a call and want to rehearse the two objections you know are coming.
  • Plain-English Carrier or Product Explainer. A client asked "what does this actually cover" and you need a client-facing summary in under a minute.

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Who this is for

Licensed producers in life, health, P&C, Medicare, or final expense who want to stop losing leads to slow follow-up and stop losing evenings to admin. If you can copy and paste, you can run these tonight.

Free with no upsell required. If you like how these work and want the full Agent Autopilot playbook, that's here when you want it, not before.

For education only. Results vary and are not guaranteed. Not financial, legal, or business advice. For licensed insurance professionals.