AI workflows for insurance agents
Plain-English policy explanations and client follow-ups.
Fill in a short form and click Run it here to get the draft on the page (5 free runs a day). You can also open the prompt in ChatGPT, Claude, or Grok. Save your profile and the forms fill themselves in.
Explain a policy in plain English
Help a client understand what they bought: what's covered, what's not, and their costs.
Explain a renewal rate increase
Tell a client their premium went up, why (as far as you know), and what options they have.
Quote follow-up
Follow up on a quote you sent, with one useful point and an easy next step.
Annual coverage review invite
Invite clients to a yearly review with a reason that's about them.
Coverage gap conversation note
Bring up a coverage gap (like umbrella or flood) as education, not a hard sell.
Check in during a claim
Support a client mid-claim with a clear update and next steps.
New client welcome email
Welcome a new client and tell them exactly how to reach you and what to expect.
Referral ask
Ask a happy client for referrals in a natural way, within your state's rules.
Win back a client who left
Reach out to a former client at the right time without pressure.
Educational social post
A short post that answers a real client question, with no coverage promises.
Want saved templates and new workflows every week? See BotMyJob Pro for insurance agents. Sell a tool insurance agents use? Sponsor this role.
One new workflow a week
One workflow in your inbox each week. Nothing else.
You'll get a confirmation email. Click it to finish signing up.