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AI PromptsCategoriesInsurance

📦 Move a Client Book Over Without Losing Anyone

Run a book of business without letting a renewal slip. These prompts build what an agent or broker actually needs: every policy with its renewal date, commission you can check, claims tracked from notification to settlement, and a client portal that answers the routine questions. The renewal date does the work, because it is a reminder that repeats every year on its own.
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Move a Client Book Over Without Losing Anyone

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I am taking over another agent book and I am frightened of losing clients in the handover. Build me a book transfer app. Import or enter every client and policy coming across, capturing the renewal date first since that determines the order of work, along with the carrier, premium, policy type and any claims history provided. Flag any record where key information is missing or looks inconsistent so it can be verified rather than assumed. Track per client whether an introduction has been made, by whom and when, and the client response. Prioritize the work list by renewal date rather than by client size, since the earliest renewals are the ones most at risk. Add an AI agent that reviews the transferred data and lists what appears incomplete, which clients have a renewal falling before they can reasonably be contacted, and drafts a warm introduction message for each client. Automate two things: a daily priority list of who must be contacted now given their renewal date, and a scheduled weekly transfer progress report showing contacted, retained and lost. Two logins: an agent who contacts their assigned clients, and an owner who sees overall progress.

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01 / Spark - intelligence awakens

Move a Client Book Over Without Losing Anyone

Bring an acquired book across with renewal dates captured first, per-client contact tracking, and gap detection.

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// the spark catches · intelligence awakens · the answer unfolds

Taking on a book is where clients quietly disappear. This tracks every client, their renewal date, and whether they have been contacted, so nothing lapses in the handover.

What's Included

  • Every client accounted for with their renewal date captured first.
  • Contact tracked per client so nobody is missed.
  • Early renewals prioritized because they are the ones at risk.
  • An assistant that flags gaps in what was transferred.

How To Use

  1. Capture renewal dates before anything else. They set the whole order of work.
  2. Contact the earliest renewals first, not the largest clients.
  3. Record every introduction. An uncontacted client is a lost client.
  4. Verify the data you were given rather than trusting it.

Load it into the policy register, and hand over to the renewal engine.

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