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AI PromptsCategoriesInsurance

⚖️ Run a Quote Comparison for a Client

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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Run a Quote Comparison for a Client

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I compare quotes in an email and clients only look at the price. Build me a quote comparison app. For a client requirement, record the cover being sought, then add each carrier quote with the premium, the sums insured by section, the excess, the key exclusions, any endorsements, the carrier financial rating and the quote validity date. Present them side by side with cover shown first and premium shown second, so the comparison is about what is being bought. Highlight where one quote differs materially from the others, particularly a lower premium that comes with a higher excess or a significant exclusion. Let me record my recommendation with the reason in writing, and produce a clean summary for the client. Add an AI agent that reads the quotes and lists the material differences in plain language, and warns me where the cheapest quote is cheaper because it covers less. Automate a reminder before any quote validity date expires and a scheduled weekly list of comparisons awaiting a client decision. Two logins: an agent who builds comparisons, and a client who sees only their own.

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01 / Spark - intelligence awakens

Run a Quote Comparison for a Client

Compare carrier quotes on cover, excess, and exclusions rather than premium alone, with a recorded and reasoned recommendation.

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

Comparing quotes on premium alone is how clients end up underinsured. This lines them up on cover, excess, and exclusions, and records the reason for the recommendation.

What's Included

  • Quotes compared on cover not only on premium.
  • Excess and exclusions surfaced which is where the difference lives.
  • A recorded recommendation with the reason written down.
  • An assistant that names the material differences.

How To Use

  1. Compare on cover first and premium second, and show it in that order.
  2. Surface exclusions prominently. That is where the surprise lives.
  3. Record why you recommended what you did, at the time.
  4. Keep the comparison. It is your evidence if a claim is ever disputed.

Bind the outcome into the policy register, and use it during the renewal engine.

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