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AI PromptsCategoriesInsurance

📇 Hold Your Whole Book in One Place

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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Hold Your Whole Book in One Place

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My book of business is a spreadsheet and a calendar and I do not trust either. Build me a policy register. Keep one record per policy with the client, the policy type, the carrier, the policy number, the start and renewal dates, the premium, the commission rate, the sum insured, and the person in my agency who owns it. Keep clients as their own records so I can see everything one client holds in one place, including any policy that has lapsed. Work out days until renewal on every policy and give me a view sorted by what is closest. Show me each client policy count so I can see who holds only one policy and might sensibly hold more. Add an AI agent I can ask which policies renew next month, which clients have not been reviewed this year, and which carriers I place the most business with. Automate two things: a daily check that updates renewal countdowns and flags anything inside a notice window I set, and a scheduled monthly summary of the book by carrier and by type. Two logins: an agent who sees their own clients, and an owner who sees the whole book.

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v1

01 / Spark - intelligence awakens

Hold Your Whole Book in One Place

Hold every policy in one register with client, carrier, premium, and renewal date, with countdowns and cover-gap views.

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

A book spread across a spreadsheet, a calendar, and memory is a book with holes in it. This puts every policy in one register with the date that matters on the front of it.

What's Included

  • One record per policy with client, carrier, type, premium, and dates.
  • Renewal countdown on every policy, sorted by what is closest.
  • Client view across policies so gaps in cover are visible.
  • An assistant that answers questions about your own book.

How To Use

  1. Load the renewal date first. Everything else can follow later.
  2. Group by client as well as by policy. Gaps show up at client level.
  3. Record the carrier and the reference. You will need both under pressure.
  4. Review the whole book once a quarter, not once a year.

Work the dates with renewal reminders, and check you are paid with commission tracking.

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