AI Bootcamp for Independent Agents: session resources

Welcome to bootcamp!

AI Bootcamp is a hands‑on series that cuts through the noise and helps you put AI to work — driving growth, improving customer engagement and enhancing retention.

Give AI a try: Session 1 activities

Activity 1: Fix the prompt

The prompt below is too vague, but can be improved with structured prompt elements.

Write an email response to a prospect who requested an auto quote through our website contact form.

Instructions:

1. Rewrite the prompt using the 5C framework to be more effective.

• Act as a(n) ______________________. (character)
• You are helping me with ______________________. (context)
• Please ______________________. (command)
• Keep the output ______________________. (constraints)
• Format it as ______________________. (constraints)
• Use a ______________________ tone and make it sound ______________________. (calibration)

2. Share the revised prompt in the session chat in Zoom.
   

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   Activity 2: Refine the prompt

   AI can help you evaluate your prompt to determine what is missing to make it even stronger.

   Instructions:

   1. Copy and paste the prompt below into a generative AI tool.

    Act as an experienced commercial lines account manager. You are helping me prepare for a conversation with a small business owner who requested a review of their current insurance. Create a short list of the key information I should gather to properly evaluate their needs. Keep the list practical and limited to the most important items. Use a professional and approachable tone.

   2. Use one of the prompts below to ask AI to make the prompt stronger.

   What other information do you need to effectively answer my prompt?

   or

   Review my prompt as a [ROLE] and offer suggestions. Then revise the prompt based on the feedback.   

   3. Share the AI feedback in the Zoom chat.
      

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Activity 3: Evaluate your writing style

AI can help you understand your writing style and apply it to future AI-generated messages.

Instructions:

1. Enter the following prompt — or your own version — into a generative AI tool.

Analyze and describe the writing style for the following text.

Please also write a prompt I can use to create the same style of writing in future requests: [INSERT TEXT OR URL]

2. Attach or paste into AI content you’ve written. (email, document, website content, etc.)
3. Share what you learned in the Zoom chat.