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AI PromptsCategoriesInsurance

📊 Track New Business Through the Pipeline

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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Track New Business Through the Pipeline

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My new business tracking is a notebook and I chase whoever I remember. Build me a pipeline app. Record each prospect with the contact, the business, the cover being sought, the estimated premium, the source of the enquiry, the owner and the current renewal date of their existing cover so I know when they can actually move. Track stages of Enquiry, Information Gathering, Quoting, Quote Presented, Bound or Lost, each with the date it was entered, and require a next action with a date on every open prospect. Forecast expected premium weighted by stage rather than treating every quote as a win. Show me anything with no next action, or whose next action is overdue. Add an AI agent that reviews the pipeline and tells me which prospects are genuinely close, which have stalled and what the most sensible next step is on each, and drafts the follow-up. Automate two things: a daily list of overdue next actions to each owner, and a scheduled reminder to contact a prospect ninety days before their existing cover renews. Two logins: an agent who works their own pipeline, and an owner who sees the forecast.

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STATUS · LIVE
v1

01 / Spark - intelligence awakens

Track New Business Through the Pipeline

Track prospects from enquiry to bound cover with stages, next actions, weighted forecasting, and stall detection.

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

New business tracked in a notebook means chasing whoever comes to mind. This puts every prospect in a stage with a next action and a date.

What's Included

  • Every prospect in a stage with an owner and a next action.
  • Expected premium weighted so the forecast means something.
  • Stalled prospects surfaced rather than quietly forgotten.
  • An assistant that says what to do next on each.

How To Use

  1. Give every prospect a next action with a date. Without one it stalls.
  2. Weight the forecast by stage rather than counting every quote as won.
  3. Review stalled prospects weekly. Most need one small nudge.
  4. Record why you lost. It is worth more than the pipeline number.

Convert winners through the intake app, and keep the relationship in CRM prompts.

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