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AI PromptsCategoriesInsurance

🗄️ Prepare for an Audit Without Panic

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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Prepare for an Audit Without Panic

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Audit preparation takes weeks because our files are inconsistent. Build me a file review app. Define, per policy type, what a complete client file must contain, such as the fact find, the demands and needs statement, the quote comparison, the recommendation with its reasons, the policy documents, evidence the client received them, and any disclosure records. Check every policy file against its checklist continuously rather than at audit time, and show me completeness as a percentage per file, per agent and per policy type, with the missing items listed specifically. Add an AI agent that reviews a file and reports plainly what is missing, what is present but appears inadequate such as a recommendation with no reasoning recorded, and which files would fail an audit today. Automate two things: a scheduled monthly completeness report by agent, and a prompt to the file owner whenever a policy is bound without its required documents. Two logins: an agent who sees and completes their own files, and an owner or compliance user who sees everything.

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STATUS · LIVE
v1

01 / Spark - intelligence awakens

Prepare for an Audit Without Panic

Define file completeness per policy type, check every file continuously, and list missing items before an audit does.

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

Audit preparation is painful because files are only checked when someone asks. This defines what a complete file looks like and checks it continuously.

What's Included

  • A file checklist per policy type defining what complete means.
  • Completeness checked continuously not once a year.
  • Missing items listed by file so gaps are fixable.
  • An assistant that reviews a file and lists what is absent.

How To Use

  1. Define what a complete file is, in writing, before you check anything.
  2. Check continuously. An annual review finds problems too late to fix.
  3. Keep evidence of advice given, not just the policy documents.
  4. Fix the process when the same item is missing repeatedly.

Track your own credentials with the licence tracker, and extend it with compliance prompts.

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