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AI PromptsCategoriesInsurance

📝 Onboard a New Client Properly

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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Onboard a New Client Properly

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Getting a new client on cover takes twenty emails. Build me a client intake app. Give me a structured form covering everything I need for a new client, including the business details, the people, the risk information, the claims history, current cover and renewal dates, with a short explanation on each item saying why I need it. Let the client upload documents directly rather than emailing them to me. Show both of us a checklist of what has been provided and what is still outstanding, so nobody has to guess. Track the intake through stages of Started, Awaiting Information, Complete, and Placed. Add an AI agent that reviews a submitted intake, lists anything missing or internally inconsistent such as a stated turnover that does not match the cover requested, and drafts a single consolidated request for the outstanding items rather than several separate emails. Automate two things: a reminder to the client when the intake has been sitting incomplete, and a notification to me when it is complete and ready to place. Two logins: a client who completes only their own intake, and an agent who reviews and places.

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01 / Spark - intelligence awakens

Onboard a New Client Properly

Collect new client details and documents in one structured intake with a visible checklist and consistency checks.

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

New client onboarding is usually a long email thread. A structured intake asks for everything once, shows what is still missing, and gets to cover faster.

What's Included

  • One structured intake instead of a thread of questions.
  • Documents uploaded by the client rather than chased individually.
  • A visible checklist so both sides know what is outstanding.
  • An assistant that spots what is missing or inconsistent.

How To Use

  1. Ask for everything once, in a form, with clear reasons for each item.
  2. Show the client what is still outstanding. Chasing drops sharply.
  3. Verify identity and details before you place anything.
  4. Keep the intake attached to the client. It is the record of what they told you.

Feed it into the policy register, and continue in the client portal.

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