Turn a quote set into a proposal they will read
When you have two or more quotes back and need to present them.
proposal · quoting · new business · commercial lines · personal lines · closing
If page one needs a second page to make sense, the recommendation is not clear enough yet.
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 writing a proposal for a client who is not an insurance person. Turn the quotes below into a proposal whose first page answers what it covers and what it costs.
Client: [NAME] · [PERSONAL OR COMMERCIAL] · [WHAT THEY DO]
Quotes: [PASTE EACH: CARRIER, PREMIUM, LIMITS, DEDUCTIBLE, KEY EXCLUSIONS]
What they said matters most: [PRICE / BREADTH / A SPECIFIC WORRY / "UNSURE"]
My recommendation: [WHICH ONE AND WHY, OR "HELP ME DECIDE"]
Quote expiry and proposed effective date: [DATES, OR "UNKNOWN"]
Produce, in order:
0. ASSUMPTIONS. Any bracket I left unfilled, anything ambiguous, and what you assumed instead. Write "none" if there were none
1. Page one. The recommendation, the number, and one sentence on why. Nothing else
2. Side-by-side comparison of the options, in plain words, no carrier marketing language
3. What each option does NOT cover, stated as plainly as what it does
4. The tradeoff in one line per option, written so a buyer can decide
5. Two questions I should ask before they sign
6. What happens next, for the client, in three lines: what they do to accept; the date the quote expires and the date coverage would start, each as I gave it; and one sentence saying the premium is a quote that rests on the information supplied and the carrier's final approval, and that the policy itself, not this proposal, decides what is covered. If I wrote "UNKNOWN" for a date, say it will be confirmed
7. WHAT I ASSUMED ABOUT THIS CLIENT. Every inferred or unsourced claim, listed plainly, so it does not end up in what you send
Rules:
- Anything you inferred rather than were told goes in "WHAT I ASSUMED ABOUT THIS CLIENT" instead, never in both places
- Never use a carrier's own marketing phrase for a coverage
- If the cheapest option is the right one, say so
- If none of the quotes fits what they said matters, say that on page one
- Hard limit: 600 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 Turn a quote set into a proposal they will read prompt do?
When you have two or more quotes back and need to present them.
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
Research a prospect before the first meeting
Before a first appointment with a commercial prospect you have not met.
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.