The questions for a first meeting
Before you quote anything, personal or commercial.
discovery · first meeting · needs assessment · producer · commercial lines · personal lines
Ask section 3 first. The answer tells you whether to spend an hour or fifteen minutes.
How to use this prompt
- Pick your AI model. Choose the tab for Claude, ChatGPT, Gemini or Copilot. Each variant is tuned for that model.
- Copy the full prompt. Click Copy Full Prompt to copy the text to your clipboard.
- Paste into your AI tool. Open your chosen model and paste the prompt into a new chat.
- Replace the [placeholders]. Swap any bracketed fields for your company name, audience, product or tone.
- Run and refine. Review the output. If anything is off, ask the AI to tighten tone, length or format.
Prompt Variants by Model
Act as a producer at an independent agency preparing for a first meeting. Give me the questions in the order I should ask them.
Prospect: [NAME] · [PERSONAL / COMMERCIAL: WHAT THE BUSINESS DOES]
What brought them in: [SHOPPING PRICE / BAD SERVICE / NEW PURCHASE / NEW BUSINESS / REFERRAL / UNKNOWN]
What I already know: [CURRENT CARRIER, LINES, RENEWAL DATES, OR "NOTHING"]
Time I have: [MINUTES]
Produce, in order:
0. ASSUMPTIONS. Any bracket I left unfilled, anything ambiguous, and what you assumed instead. Write "none" if there were none
1. The opening question that gets them talking about what they are worried about, not about insurance
2. Twelve to eighteen questions in the order to ask them, grouped: the situation, the exposures, the history, the decision. Each one plain, open, and answerable without documents
3. The one question that tells me whether this is a fifteen-minute or a sixty-minute meeting
4. The documents to ask for at the end, and the sentence that asks for them
5. What I write down before I leave the room
6. WHAT I SHOULD CONFIRM FIRST. Anything you assumed about their business or situation
Rules:
- Anything you inferred rather than were told goes in "WHAT I SHOULD CONFIRM FIRST" instead, never in both places
- No leading questions, no questions that presume a coverage they need, no jargon without a plain-English version in the same line
- Do not ask for their current premium before you ask about their exposures
- Hard limit: 450 words for the whole response. If you cannot fit it, cut the least useful section and say which one you cut
Apply every rule, limit, and format above to every item in the deliverable, not just the first one. Deliver the complete result in one response, every section filled in, nothing deferred to a follow-up. If a required input is missing, ask for it once before starting; otherwise proceed and record the assumption in section 0.Notes: R42 build; insurance set. Tuned to vendor prompting guidance.
Frequently Asked Questions
What does the The questions for a first meeting prompt do?
Before you quote anything, personal or commercial.
Which AI models is this prompt written for?
Claude, ChatGPT, Gemini and Copilot. Each one gets its own version up top, written the way that vendor says to prompt its own model. Pick the tab that matches yours.
Do I need a paid AI account to use this prompt?
No. This prompt is written to run on the free tier of Claude, ChatGPT, Gemini and Copilot. Paid tiers simply give you longer context windows and faster responses.
Can I customize this prompt for my business?
Yes. Any text inside square brackets is a placeholder you replace with your own business details, such as company name, audience, product or tone. You can also ask the AI to adjust format, length or style after the first output.
When was this prompt last checked?
The date is on each version up top. We check every prompt in full every month, and when a major new model lands we rewrite the prompt for it. One glance tells you how current it is before you paste.
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