Have you ever typed something into ChatGPT and thought, “Why didn’t it get what I meant?” You're not alone. For insurance agents trying to save time, generate leads, or create content, a poorly written prompt can waste both time and opportunities.
Welcome to another hands-on guide fromSmartAgent AI – today, we’re diving into the secret to writing prompts that actually work. Simple, powerful, and written with real-world insurance use cases in mind.
A great prompt is like giving directions.Be too vague, and your AI might take you on a detour. The clearer you are with your goal and your tone, the better the result. Instead of typing: “Write a sales email,” try: “Write a warm, persuasive sales email introducing my health insurance services to a 50-year-old small business owner in Michigan.”
Context changes everything. Tell the AI who you are, what you sell, who you’re talking to, and what the purpose is. This extra detail supercharges the output. Think of it as giving the AI a ‘cheatsheet’ before the exam.
If you want a list, ask for a list. Need an email? Say it. Want a paragraph or a headline? Be specific. Structure helps theAI match your expectations without guessing. Try asking: “Give me 3 shortLinkedIn posts I can use this week — each with a hook, tip, and CTA.”
Don’t want the AI to sound robotic or use buzz words like 'synergy' and 'next-gen'? Say so. The AI listens to exclusions just as much as instructions. Add lines like: ‘Avoid jargon, be clear and friendly.’
Treat each prompt like a draft. Refine it, tweak it, and save the ones that work. Smart agents create their own PromptVault — a personal library of killer prompts for quoting, prospecting, retention, and education. This is how you turn AI into a daily assistant, not a novelty tool.
Mastering prompt writing is like mastering conversations. The more precise and personal you are, the more the AI becomes an extension of you — and your business. Don’t be afraid to experiment. That’s how pros are made.
