Nearly half of agency employees are interested in leveraging AI tools at work, yet many are still discovering the full range of possibilities these technologies offer. The true potential of AI emerges when prompts are leveraged beyond simple requests.
This is because effective prompting can cover much more than drafting articles, taking notes or summarizing policy details. As you become more comfortable with leveraging AI solutions to complement your work, you can stretch beyond initial requests to enhance your projects.
While drafting memos, emails or reports may come naturally, the same principles apply broadly. Here are just a few ways you can take your AI prompt game to the next level.
AI for data analysis
Ask for structured insights, not just surface-level takeaways. This can be achieved by asking AI tools to analyze a broader set of data or results with details that go beyond summaries and recommend enhancements.
You can upload documents or spreadsheets and ask it to analyze …
- “…our last six months’ Facebook posts; then suggest three ways we can focus on messaging that addresses common insurance pain points like coverage gaps, claim concerns and premium costs.”
- “…employee satisfaction survey responses by role; identify top three recurring concerns.”
- “…last quarter’s lost accounts data by product line; identify top cancellation reasons and recommend one retention tactic per type.”
Important reminder when leveraging AI for data analysis: Do not share client information. Make sure to scrub any personal identifying information before putting agency data into AI tools.
AI images and visuals
AI prompts can help create powerful imagery to complement your client presentation or organize key information visually. Use descriptive prompts or even ask which visuals might resonate most for your project.
Remember, depending on the platform you are using, prompts aren’t limited to text; AI tools can even generate diagrams/drafts/or suggest design improvements, for example:
- “Suggest five image concepts suitable for LinkedIn posts targeting millennial homebuyers near Dayton.”
- “Based on this org chart structure, propose three alternative layouts suited for remote teams.”
Important reminders when leveraging AI for imagery: Remember Intellectual Property (IP) rights when generating images/video — always confirm commercial usage and be sure visual outputs meet necessary permissions if used externally. To confirm commercial usage, review the terms of service and licensing agreements as this can differ depending on the source. Additionally, seek to find a clause explicitly granting commercial rights. When in doubt, reach out to the platform directly to inquire about commercial usage permissions.
It’s also helpful to keep in mind that AI image generation is still a grey area and should have thoughtful prompting and review, especially when it comes to creating inclusive and representative content.
AI for research and brainstorming
Transform vague goals into concrete actions. Have the AI platform compare options or provide recommendations backed by reasoning and steps.
- “List five innovative ways our agency can streamline annual policyholder review processes.”
- “Help me prioritize agency technology investments based on return on investment (ROI) potential for regional agencies under $5M revenue.”
- “Recommend coverage options for a client who could face excessive liability exposures.”
AI for process improvement and training
Use AI tools to streamline workflows or clarify procedures:
- “List five practical tips newer producers should follow during quoting conversations and create sample checklist.”
- “Review our current certificate request workflow; suggest three changes that could cut turnaround times without increasing E&O risk.”
Moving beyond basic requests can position your agency to focus on high-value work. What unique prompt have you tried with an AI tool that went beyond simple content creation?
