
25 copy-and-paste AI prompts built by a 20+ year commercial P&C account executive (CISR, ACSR) for the real work of renewals. Every prompt uses fill-in-the-blank placeholders, so you never paste client names, policy numbers or anything that would make your E&O carrier nervous.
What's inside:
Client emails: renewal kickoff, chasing missing info, explaining a premium increase, documenting declined coverage
Underwriters and carriers: submission cover narratives, loss explanations, follow-ups, asking for better terms
Summaries: meeting notes to account summary, side-by-side quote comparisons, renewal to-do lists
Explain it simply: additional insured, waiver of subrogation, admitted vs. E&S, certificates vs. coverage
Protect your peace: boundary emails, weekly game plans, pipeline check-ins
Plus the Safe AI Rules page and a tip from me on every prompt. Works with ChatGPT, Copilot, Gemini or whatever tool your agency approves. Instant 8-page PDF download.