AI Toolkit
Learn how to harness the power of AI tools for marketing and beyond so your agency can be at the forefront of the rapidly evolving insurance landscape.
Marketing is critical for agency growth. With the introduction of countless AI tools and platforms in recent months, generating high quality marketing materials and executing marketing campaigns has never been easier.
Download the AI marketing toolkit and explore:
- Prompting guidelines
- Ways to use for marketing and sales
- How to leverage in your SEO strategy
- Considerations for AI powered chatbots
- Specific tools to use
- Best practices
- and more!
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Practical A.I. Uses for Independent Agents
Useful for writing copy for: flyers, brochures, magazine ads, postcards, and more.
Sample Prompt: “We are an independent insurance agency that has been operating in North Carolina and South Carolina for 50 years. We are canvassing multiple flood prone neighborhoods in both states to sell more flood insurance policies. Create a postcard that drives the reader to visit our website for a competitive price quote.”
Use for: content ideas and topics, post captions, content scheduling, image generation.
Sample Prompt: “Draft 10 social posts helping us encourage people to register for an charity walk fundraiser. The walk raises funds for cancer research and all registrations must be submitted by May 15th. Our agency will double all funds raised.”
Quickly generate a library of blogs your customers will find useful. Choosing the right topics is key!
Sample Prompt: “Write a 500 word blog post about the top things inexperienced drivers need to be aware of when driving during winter weather in the northeastern US. Make sure it is in a list format and easy to scan with a casual tone.”
One of the best ways to get more use out of existing and popular content. Turn content of one format into another.
Sample Prompt: “Create a series of social posts about boat ownership in south Florida based on this blog [ADD LINK TO BLOG ARTICLE].”
Revise existing content for format, length, flow, or tone.
Sample Prompt: “Revise the formatting of this article [attach doc to prompt] so it has titled sections and is easier to scan. Adjust the terminology used to avoid any industry jargon so content is more appropriate for an average consumer. Change the tone to be more friendly.”
Quickly get the most important info pulled out of a longer document.
Sample Prompt: “What are the top takeaways from this document [ATTACH]? Give me a summary I can read in under 2 minutes.”
Create or strengthen call scripts for you or your sales team to use.
Sample Prompt: “I am an independent insurance agent who plans to begin cold calling potential clients in my community who may be interested in lowering their auto insurance rates. please create a brief and friendly call script to use.”
Gain local market intelligence for free.
Sample Prompt: “I have just opened an independent insurance agency in Iowa. Our website is [ADD WEBSITE URL]. Show me how we compare to the top 5 independent agencies in our market.”