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AI PromptsCategoriesInsurance

💳 Collect What Clients Owe You

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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Collect What Clients Owe You

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Clients miss premium payments and I only find out when the carrier issues a cancellation notice. Build me a premium payment app. For each policy record the total premium, how it is being paid whether in full or by instalment, the amount and date of each instalment due, and what has actually been received. Show me arrears by client with the amount and how many days late. Record the carrier cancellation deadline separately from the payment due date, and show clearly how many days remain before cover is at risk. Add an AI agent that drafts a reminder proportionate to the situation, gentle for a few days late and direct when cancellation is approaching, and that tells me which clients are repeatedly late and might be better on a different payment arrangement. Automate three things: a reminder a few days before each instalment is due, an escalating chase when a payment is missed, and an urgent alert to me when any policy is within a week of a cancellation deadline. Two logins: an administrator who records payments and chases, and an owner who sees the total arrears position.

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STATUS · LIVE
v1

01 / Spark - intelligence awakens

Collect What Clients Owe You

Track premium due, instalments, and arrears with early chasing and clear warnings before any cancellation deadline.

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

A cancelled policy for non-payment is the worst outcome for everyone. This tracks what is due, chases early, and warns before a cancellation deadline.

What's Included

  • Premium due and instalments with dates on each.
  • Arrears visible early rather than at the cancellation notice.
  • Cancellation deadlines flagged with time left to act.
  • An assistant that drafts the reminder proportionately.

How To Use

  1. Chase early and gently. A cancellation helps nobody.
  2. Track the carrier cancellation deadline separately from the due date.
  3. Offer instalments where you can rather than losing the policy.
  4. Escalate to a call before a policy is at risk, never after.

Reconcile it against commission tracking, and invoice with invoicing prompts.

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