Artificial Intelligence (AI) solutions and services are evolving from initial excitement and industry buzz to an essential tool for modern insurance professionals. In fact, our research found that more than half of independent insurance agents are interested in using AI.
One of the most common paths into using AI is leveraging generative AI tools such as ChatGPT, Anthropic’s Claude and Microsoft Copilot. Generative AI refers to tools that create text, images, video and other content based on the “prompt” entered by the user. A “prompt” refers to the question or instructions provided to the AI tool to generate a response.
Despite how it may seem, GenAI tools aren’t magic. They work best as part of ongoing dialogue with you, the user. Crafting effective prompts is key to getting useful results from generative AI tools.
To help you get started as you experiment with generative AI, here are some tips for crafting effective prompts:
Be specific and provide context
Try starting small with your instructions, then layer in additional context and detail. For example:
Clarify style. “Make it conversational but authoritative.” Or, better yet, upload a copy of your agency’s brand style or voice guidelines and instruct the tool to use them when crafting responses.
Specify the audience. “Write this for first-time homeowners in Orlando, Florida.”
Share length and format requirements. “Keep it under 300 words.” “Provide 3-5 bullet points summarizing key takeaways.”
Make it a conversation
A single question or prompt rarely delivers perfect results out of the box. AI functions best interactively.
Think of AI tools as a collaborative partner – interact with it by offering feedback to the initial output as well as providing more details.
Tone down complexity. “Rewrite this for an audience with limited insurance knowledge.” “Explain this like I’m new.”
Change the format. “Make this shorter so I can use it as a voicemail script.”
Add new data points. “Consider XYZ with your next version.”
Ask follow-up questions. “What gaps do you see in this?” “What else would make this FAQ better?” “What other information do you need to answer my prompt?”
