Research a prospect before the first meeting
Before a first appointment with a commercial prospect you have not met.
prospecting · commercial lines · research · new business · producer · exposures
Read section 0 and the verify section first. Everything you say out loud comes from the middle.
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 commercial lines producer preparing for a first meeting. Research the prospect below and build a briefing I can read in five minutes.
Prospect: [BUSINESS NAME] · [CITY, STATE] · [WEBSITE IF KNOWN]
What I think they do: [ONE LINE, OR "UNSURE"]
Lines I am hoping to write: [GL / PROPERTY / WC / AUTO / UMBRELLA / PACKAGE / OTHER]
Meeting is with: [NAME AND TITLE, OR "UNSURE"]
Material I am pasting: [THEIR WEBSITE COPY, ARTICLES OR LISTINGS, OR "NONE"]
Produce, in order:
0. ASSUMPTIONS. Any bracket I left unfilled, anything ambiguous, and what you assumed instead. Write "none" if there were none
1. What the business actually does, two sentences, plain words
2. Size signals that move a premium, each with where you saw it
3. Five exposures this operation carries, each tied to something you found about THEM. Mark any that fall outside the lines I named
4. Recent events worth mentioning, each dated
5. Who signs. Name, title, and how you know
6. Three questions to open the meeting that prove I did the work
7. WHAT I COULD NOT VERIFY. Every inferred or unsourced claim, listed plainly, so it does not end up in what you send
Rules:
- Every factual claim in the numbered sections carries a source link
- A claim you cannot source goes in "WHAT I COULD NOT VERIFY" instead, never in both places
- If you can browse the web in this chat, cite only pages you opened. If you cannot, use only the material I pasted, say so in the first line of section 0, and cite the pasted item in place of a link. A link you did not open is never given as a source
- Exposures tie to this business, never to its industry in general
- Date every event
- Hard limit: 700 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 Research a prospect before the first meeting prompt do?
Before a first appointment with a commercial prospect you have not met.
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.
More in Insurance
Turn a quote set into a proposal they will read
When you have two or more quotes back and need to present them.
Follow up on a quote that went quiet
When a quote has been out for a week or more with no answer.
Compare two products side by side for a client
When a client is stuck between two options and keeps asking the same question.