The Insurance Agent's Claude Playbook

A practical, hands-on guide to building your own marketing material with AI. Fifteen modules, sixty-plus prompts, zero fluff.

15Modules
60+Prompt templates
5Insurance lines
0Fluff

What this is

This is a working playbook for insurance agents who want to build their own marketing material using Claude. Not theory. Not "here's what AI could do." Specific prompts, specific templates, specific workflows you can use in the next hour to put out better marketing than you did yesterday.

It's written for the producer who runs their own book, the independent agent, the small agency owner, and the captive agent trying to differentiate inside a rigid system. The structure works across life, health, P&C, Medicare, and commercial lines.

Who this is for

You write or post marketing content yourself (or want to stop outsourcing it for $1500/month). You have Claude, ChatGPT, or access to a decent model. You have 30 minutes per week to put into marketing. You want to stop staring at a blank page.

How the playbook works

Fifteen modules, each covering one type of marketing asset. Every module includes:

Plus a searchable prompt library with all 60+ prompts in one place, filterable by asset type and insurance line.

The order to do them in

  1. Module 1, Why Claude for insurance marketing (5 min read)
  2. Module 2, Setting up Claude (10 min, do this once)
  3. Module 3, The 10 prompt patterns (15 min, you'll reuse these forever)
  4. Modules 4-13, Pick the asset type you need this week. Do them in any order.
  5. Module 14, The weekly marketing system (30 min, your new rhythm)
  6. Module 15, Compliance checklist (read once, refer always)

Your progress is saved

The sidebar tracks which modules you've completed. Your progress lives in your browser, no account needed. Hit "Mark module complete" at the end of each one. If you come back later, the sidebar remembers where you were.

The honest take

Claude won't replace your judgment, your relationships, or your license. It will do the part of marketing you hate, the blank page, the formatting, the first draft, in a fraction of the time. The time you save goes into conversations with actual humans, which is where policies actually get sold.

What you'll be able to do in an hour

If any single one of those takes you more than 20 minutes today, this playbook pays for itself (which is free, so call it pure upside).

Start Module 1 →