download dots

🧭 Give Clients a Simple Risk Assessment

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.
  • Tested prompts
  • Edit for your use case
  • Works across models
  • Save in Taskade
Give Clients a Simple Risk Assessment

Copy

My clients renew what they already have and never consider what else could go wrong. Build me a risk assessment app. Keep question sets as editable records, one per business type, where each question asks about how the business actually operates rather than about insurance products, and carries a weight and a note on the exposure it reveals. A client completes the assessment on a link, or I complete it with them. Produce a result showing the areas of highest exposure with a plain-language explanation of what could happen and what it might cost, and link each finding to the cover or the practical action that addresses it. Save the assessment against the client as a record that the exposure was raised. Add an AI agent that writes the explanation of each finding in ordinary language that informs rather than alarms, and that highlights the two or three findings most worth discussing rather than presenting all of them equally. Automate two things: a reminder to reassess annually, and a notification to me when a client completes one. Two logins: a client who completes and sees only their own assessment, and an agent who reviews and advises.

STATUS · LIVE
v1

01 / Spark - intelligence awakens

Give Clients a Simple Risk Assessment

Run a structured risk assessment per business type, score the answers, and link every finding to a cover conversation.

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

Clients buy what they bought last year. A structured risk assessment shows them exposure they had not considered, which is a much better conversation than a renewal quote.

What's Included

  • A question set per business type that you write and maintain.
  • A score and a plain-language result not a number on its own.
  • The result linked to cover so the next step is obvious.
  • An assistant that explains the exposure without alarming.

How To Use

  1. Ask about the business, not about insurance products.
  2. Explain each result in plain language. A score alone persuades nobody.
  3. Link every finding to a specific cover or a specific action.
  4. Record it. It is evidence you raised the exposure.

Follow it with gap analysis, and use it in the annual review.