AI Guides / AI for insurance agents

Prepare for policy renewal reviews with AI, for insurance agents

Preparing for annual policy reviews means digging through declarations pages, claim notes, and past emails before every call. AI reads the policy history and drafts a one-page prep sheet so you sit down ready to talk.

What to gather first

• Current policy declarations page
• Past year claims log
• Notes from the last review call

Which app

For this one, a plain AI chat window is enough. Open the chat, paste what you gathered, and type the message below.

How to do it

1. Paste the client records. Copy the text from the current declarations page, the claims log, and your past notes. Drop them straight into the chat. Strip out any payment card details or private government IDs first.
2. Ask for the review sheet. Tell AI to compare the files and organize the facts. It reads the terms, pulls coverage limits, and flags any claims filed over the year. It lays out the talking points on a single screen.
3. Review the summary. Check the drafted sheet against your carrier files. Verify the limits, deductibles, and open claims match your system. Fix any details AI missed or mixed up.
4. Take the sheet into the call. Print the sheet or keep it open beside your agency management screen. Use the drafted questions to guide the conversation with your client. Update your file with the client's new answers after the call.

What to type first

Change the words to match your business. AI follows what you say, so say what done looks like.

Before you trust it

• Check that the liability limits and deductibles match the current policy page.
• Verify that every listed claim matches the dates in your loss run file.
• Make sure no personal identification numbers appear in the draft.

Paste your agency's renewal checklist alongside the file to draft an agenda email to the client.

More for insurance agents

• Explain policy coverages in plain words
• Catch up on client emails