AI Bootcamp for Independent Agents: Session resources

This page is for those currently attending a live session of Bootcamp.

Looking for information on previous sessions? Click here to learn about AI Bootcamp and watch recordings of previous sessions.

Click on the session you’re in for resources:

Session 1: Hone your prompt skills for smarter results
Session 2: Drive stronger growth with AI-powered communications
Session 3: Intro to GEO — How to get found online as AI transforms search
Session 4: Practical ways to streamline your workflows

Activities for Session 1: Hone your prompt skills for smarter results


Activity 1: Compare results

Use the 5C framework to improve the output. Compare what you get.

Instructions: 

1. Copy the prompt below and paste it into your chosen AI tool.

Click here for the prompt to use

I want to compare how different prompt styles affect the output.

Please generate two email responses to the following:

1) “Vague prompt version”

Write the response using only this instruction:

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

2) “Improved prompt version”

Write the response using this instruction:

“Act as an experienced personal lines insurance advisor. You are reaching out to a new prospect who submitted a quote request for auto insurance but provided no details. Write a short outreach email asking for the information needed to prepare an accurate quote. Keep it under 200 words. Use a friendly, professional tone.“

2. Click enter to run the prompt.


Activity 2: Refine the output

Ask AI for help to make the response stronger.

Instructions: 

1. Copy the prompt below and paste it into your AI tool.

Click here for the prompt to use

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.

Before you answer, what other information do you need to effectively answer my prompt?

2. Click enter to run the prompt.


Activity 3: Evaluate your writing style

Use AI to determine your writing style for future outputs.

Instructions: 

1. Copy the prompt below and paste it into your AI tool.

2. Where noted in the prompt, attach or paste content you’ve written, such as an email or document.

Click here for the prompt to use

Analyze and describe the writing style for the following text.

Use this writing style in future outputs.

Please also write a prompt I can use to create the same style of writing in future requests: [INSERT TEXT OR URL WITH NO PII]

3. Click enter to run the prompt.

Session 1 resources

Template worksheet

5Cs template for prompt building

Create high-quality prompts using the 5C Framework introduced in the session.
Get the template
Give AI a try

Session 1 activities

Download a PDF of the activities from session 1 for future use.
Download
Prompts

Session 1 prompt examples

A copy/paste-ready list of the specific prompts and templates referenced in the first AI Bootcamp session, grouped by use case to find and apply quickly.
Get the prompts

Activities for Session 2: Drive stronger growth with AI-powered communications


Activity 1: Analyze communications

Use AI to identify customer confusion.

Instructions: 

1. Copy the prompt below and paste it into your chosen AI tool.

Click here for the prompt to use

Act as an experienced insurance advisor focused on client education and retention. You are reviewing client-facing message(s) used by our agency to communicate about a renewal.

Analyze the communication below and identify where a typical insurance client may feel confused or frustrated.

Explain why the confusion or friction may occur (e.g., assumptions, jargon, timing, missing context)

Focus on clarity, trust, and decision confidence. Use a practical, constructive tone, as if helping a colleague reduce client confusion and follow-up questions.

Here’s the communication to evaluate:

Hi [Client Name],

Your homeowners policy renews on [Renewal Date]. The renewal premium has increased due to market conditions, higher rebuilding costs, and recent carrier rate changes.

Your coverage limits were also updated based on the current replacement cost estimate for your home. The policy is set to renew automatically with the new premium.

Please review the attached renewal documents. Let us know if you have questions or would like us to look at possible adjustments.

Thank you

2. Click enter to run the prompt.


Activity 2: Test engagement factors

Use AI to identify the best subject lines, length, tone, and call-to-action.

Instructions: 

1. Copy the prompt below and paste it into your chosen AI tool.

Click here for the prompt to use

Act as a(n) experienced commercial insurance agent and client communication strategist. You are helping me with creating a message to a small business client regarding a commercial lines policy renewal.

Please analyze the message below and recommend:

  • The best subject line options (if applicable)
  • The optimal message length
  • The most effective tone and framing
  • The optimal placement and wording of the call-to-action

Then produce a sample message that follows those recommendations. Keep the message clear and focused on being helpful. Use a friendly, professional, advisor-style tone that speaks to a business owner’s priorities.

Here’s the message:

Hi [Client Name],
Your business insurance policies are coming up for renewal on [Renewal Date]. We received the renewals from the carrier and wanted to let you know that the premium have gone up from last year.

The increases are related to factors like claims activity in your industry, higher liability costs, and general market conditions. Some of your coverage limits have also been updated.

Everything is set to renew automatically with the updated premium. Please look over the attached documents when you have a chance.

If you have questions or want us to look at other options, feel free to reach out.

Thank you

2. Click enter to run the prompt.


Activity 3: Educate clients

Use AI to help you explain complex insurance concepts in ways that are clear and simple.

Instructions: 

1. Copy the prompt below and paste it into your chosen AI tool.

Click here for the prompt to use

Act as a trusted insurance advisor.

A client doesn’t understand how deductibles work. Explain it in plain language using a real-world example. Don’t use insurance jargon, and don’t sell. Use an educational and reassuring tone.

Also, create a call script and an FAQ document about this.

2. Click enter to run the prompt.

Session 2 resources

Give AI a try

Session 2 activities

Download a PDF of the activities from session 1 for future use.
Download
Prompts

Session 2 prompt examples

A copy/paste-ready list of the prompts referenced in session 2.
Get the prompts

Activities for Session 3: Intro to GEO – How to get found online as AI transforms search


Activity 1: Evaluate trust signals

Use AI to identify trust and authority improvements for your agency website.

Instructions:

1. Copy the prompt below and paste it into your AI tool to evaluate your website.
2. Paste your website URL into the prompt where indicated.

Click here for the prompt to use

Quickly evaluate this insurance agency website for obvious missing trust and authority signals (consumer trust + AI/E-E-A-T).

Output a short checklist of what’s missing or weak and why it matters.

URL: [PASTE YOUR WEBSITE URL HERE]

3. Run the prompt! (Hit enter)

Result: You’ll get a checklist of areas of focus on your website to improve authority and trust, further increasing your changes of being found and cited in AI search.


Activity 2: Write content for AI

Use AI to help re-write liability coverage content AI can use.

Instructions:

1. Copy the prompt below and paste it into your AI tool.

Click here for the prompt to use

You are a skilled insurance educator. Rewrite the content below so it is easy for both people and AI to understand, and for AI to cite.

Follow these rules:
• Use plain, natural language
• Clearly answer real customer questions
• Put the most important answer first
• Use clear headings and short sections
• Add simple lists or tables where helpful
• Avoid marketing fluff and keyword stuffing

Here is the content:

Understanding liability coverage
Liability coverage amounts vary depending on individual needs, assets, and risk tolerance. State minimum requirements may apply, but higher limits may be recommended in certain situations. An insurance advisor can help review coverage options to determine appropriate limits.

2. Run the prompt! (Hit enter)

Result: You’ll get a revised version of the liability coverage content that takes into account key elements used by AI to find and cite information.


Activity 3: Refine content for AI

Use AI to further refine liability coverage content AI can use and cite.

Instructions:

1. Copy the prompt below and paste it into your AI tool to further refine the output.

Click here for the prompt to use

Now review the rewritten content and suggest improvements that would make it:
• Clearer
• More trustworthy
• Easier for AI to summarize.
Then rewrite it based on your analysis.

2. Run the prompt! (Hit ‘enter’)

Result: You’ll get a more refined version of the liability coverage content.

Session 3 resources

Four elements for GEO

Download this simple onesheet reminder of the four key elements for GEO.
Download

GEO, AEO and local SEO best practices

This checklist provides best practices so you can strengthen your digital presence and attract clients in your target markets.
Get the list

Vendor tools that analyze your AI visibility online

Get information on vendors that can help you benchmark your AI presence.
Get the list

Session 3 activities

Download a PDF of the activities from session 3 for future use.
See the activities

Session 3 prompt examples

A copy/paste-ready list of the specific prompts referenced in session 3.
Get the prompts

Activities for Session 4: Practical ways to streamline your workflows


Activity 1: Preparing submissions

Use AI to help you think like an underwriter to prepare stronger submissions.

Instructions:

  1. Copy the prompt below and paste it into your AI tool.
Click here for the prompt to use

You are a small commercial underwriter.

My goal is to prepare a complete and professional submission for the risk detailed below.

Review this risk and tell me:

  • Your top 3 concerns
  • What information is missing
  • What would increase your comfort level

Risk details:

  • Business: “GreenScape Lawn & Garden,” has been in business for 5 years.
  • Owner: The owner is young and grew the business quickly, primarily through word-of-mouth. They have great online reviews.
  • Operations: They do a mix of residential and commercial work, including lawn maintenance, garden installation, and some tree trimming. In the spring, they sometimes use subcontractors to help with large clean-up jobs.
  • Equipment: They have two older but well-maintained pickup trucks. All equipment is stored at the owner’s home.
  1. Run the prompt! (Hit enter)

Activity 2: Creating a client welcome campaign

Use AI to create a client welcome campaign for your agency.

Instructions:

1. Copy the prompt below and paste it into your AI tool.

2. Add your agency website address into the prompt where noted.

Click here for the prompt to use

Act as an experienced communications specialist for an independent insurance agency.

Your task is to create a new client welcome email drip campaign to be sent over the first 30 days.

Here’s our website for reference: [AGENCY WEBSITE ADDRESS]

The campaign’s goal is to build trust, set expectations, and educate—not to sell. The emails must cover these topics in this order:

  • A warm welcome and thank you
  • An introduction to the agency/staff
  • How to access self-service tools
  • The claims process
  • A request for an online review
  • A natural-feeling referral request

For each email, include send timing, subject line, and body.

Keep each under 200 words and use plain, jargon-free language.

Use a friendly, professional, local advisor tone that is clear, reassuring, and relationship-focused.

3. Run the prompt! (Hit enter)


Activity 3: Explaining insurance

Use AI to help easily explain insurance coverage for customers.

Instructions:

1. Copy the prompt below and paste it into your AI tool.

Click here for the prompt to use:

Act as an experienced independent insurance agent.

Explain this insurance coverage in plain language: Pet insurance

Provide:

  1. Internal agent notes that include:
    • What it does (high level)
    • Common customer objections or misunderstandings
    • Clear, calm responses to those objections
    • One realistic real-world example of when it could apply
  2. A separate short client-ready email I can send directly to customers.

Keep the tone educational and advisor-focused. Avoid jargon or guarantees. Keep the client email concise and conversational.

2. Run the prompt! (Hit enter)

Session 4 resources

Prompt library template

Download this Excel template to help you build your own prompt library.
Get the template

When to use AI in your agency

Download this quick reference sheet to help you determine when to use AI in your agency.
Download the guide

5Cs template for prompt building

Create high-quality prompts using the 5C Framework introduced in the session.
Get the template

Session 4 activities

Download a PDF version of all the activities from session 4
See the activities

Session 4 prompts

Download the prompt examples used in session 4.
View the prompts
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