A Broker's Prompting Cheat Sheet

Part 1 covered why clear prompts matter. This is the practical follow-up: templates you can adapt for everyday brokerage work. The pattern behind all of them is the same — say who it's for, what you want, and the format you want it in.

The anatomy of a good prompt

Four ingredients, in plain terms: Role (who the AI should act as), Task (what to do), Context (the documents or details it needs), and Format (length, tone, structure).

Templates you can steal

• Summarize — “Summarize this policy wording for a homeowner in plain language. Highlight what's covered, what's excluded, and anything unusual. Keep it under 150 words.”
• Compare — “Compare these two auto quotes. List the differences in coverage, limits, and price in a table, and flag any gaps a client should know about.”
• Draft — “Draft a friendly email to a client explaining that their renewal premium increased 8%. Acknowledge it, give the main reason, and offer to review options. Keep it warm and under 120 words.”
• Explain — “Explain overland flood vs. sewer-backup coverage to a client who has never heard the terms. Use an everyday analogy.”
• Check — “Review this application for missing or inconsistent information before I send it to the carrier. List anything that needs follow-up.”

Habits that level you up

• Give an example of what “good” looks like — paste a sample you liked.
• Ask for the format explicitly: a table, three bullet points, an email, under N words.
• Tell it the audience: an underwriter reads differently than a first-time homebuyer.
• Iterate — it's a conversation. “Shorter,” “more formal,” “add the deductible” all work.
• Never paste a client's personal information into a general consumer chatbot — use tools approved by your brokerage (see Part 5).