🛡️ AI Insurance Prompts
Describe your book of business and Taskade Genesis builds the app: policies, renewal dates, claims, commission, and a client portal with reminders.
30 prompts available • Page 2
Handle Mid-Term Changes Cleanly
Log mid-term change requests, track carrier confirmation, record premium adjustments, and flag anything unconfirmed.
Track New Business Through the Pipeline
Track prospects from enquiry to bound cover with stages, next actions, weighted forecasting, and stall detection.
Keep Client Reviews on a Cycle
Put every client on a review cycle by segment, prepare each review in advance, and record outcomes as evidence of advice.
Handle Carrier Relationships and Targets
Track premium placed per carrier, record appetite, monitor volume agreements, and match new risks to the right market.
Reach the Right Clients With the Right Message
Build targeted client groups from your own book data, send relevant timely messages, and track replies rather than opens.
See How the Agency Is Actually Doing
One screen with premium, commission, retention, new business, and the forward renewal book, summarized each month.
Keep a Claims History Clients Can Rely On
Hold multi-year claims history with paid, reserved, and declined amounts, ready as an accurate market submission summary.
Run a Small Team Without Losing Track
Show client ownership, per-person workload and overdue items, absence cover, and early bottleneck warnings.
Handle Complaints Properly and On Time
Log every complaint with response deadlines, track time remaining, record root cause, and surface recurring themes.
Move a Client Book Over Without Losing Anyone
Bring an acquired book across with renewal dates captured first, per-client contact tracking, and gap detection.
Quote and Renew Group Benefits
Manage employee benefit schemes with a live census, eligibility rules, early renewal cycles, and prepared submissions.
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.
Keep Documents Where You Can Find Them
File policy documents by client and policy year with version history, client access, and plain-language search.
Cross-Sell Without Being a Nuisance
Identify the natural next policy per client, time the approach to a renewal or real change, and respect prior declines.
Plan for Someone Leaving or Retiring
Record relationship depth and undocumented knowledge per client, and prepare handover plans before anyone leaves.
