Prompt Library for Brokers

Copy a prompt, replace the [brackets] and attach your documents.

Policies & cover

• "Summarise the attached [class] policy for [client type] in plain English: cover, sums insured, excesses, key exclusions and anything to action before renewal. Give page references."

• "List every sub-limit in the attached PDS in a table with the page number."

• "What conditions or warranties in the attached policy could let the insurer reduce or deny a claim for a [industry] business? Quote each one."

• "Explain the difference between [term A] and [term B] as it applies to this policy, in a way I can explain to a client."

Renewals & placement

• "Compare the attached expiring policy and the renewal terms. What has changed in cover, limits, excesses and premium? Put it in a table."

• "Draft a renewal cover letter for [client] summarising the changes above, under 250 words, with a clear next step."

• "From the attached quotes, which cover gaps should I raise with the client before they choose on price?"

Claims

• "Based on the attached PDS and claim form, list the policy clauses relevant to this claim and any exclusions the insurer might rely on."

• "Draft a checklist of documents the client should gather for a [type] claim under the attached policy."

• "Draft a professional response to the attached decline letter, arguing [reason], referencing the PDS clauses."

Correspondence & admin

• "Draft an email to [recipient] requesting [information] by [date]. Keep it short and polite."

• "Turn the attached meeting recording into a file note with: attendees, client needs, advice given, and actions with owners."

• "Read the attached email thread and summarise what the client is asking for and what's still outstanding."

• "Using our Knowledge Base, what is our process for [task]?"