All 67 prompts from the playbook, searchable and filterable by type and insurance line.
Every prompt from all 15 modules in one searchable index. Use the filters to narrow by topic, or search the box to find a specific asset type. Click any prompt's Copy button to grab it. Fill in the bracketed placeholders with your specifics and run.
67 prompts
The one-page context you paste at the start of every Claude conversation. Foundational.
You are my marketing associate. Before you write anything, here's the context. ABOUT ME: - Name: [Your name] - Agency: [Your agency name] - State(s) licensed: [State abbreviations] - Lines I sell: [e.g., Life, Medicare Supplement, Medicare Advantage, Final Expense, Indexed Universal Life] MY IDEAL CLIENT: - Age range: [e.g., 55-70] - Life stage: [e.g., pre-retirement] - Key concerns: [what keeps them up at night] MY VOICE: - Tone: [warm but direct, no jargon] - Phrases I use: [list 3-5] - Phrases I avoid: [list] COMPLIANCE: - Do NOT: mention specific premiums, guarantee returns, use superlatives. Ready?
Paste this before any 'write for me' prompt to match your actual voice.
Before you write anything for me, here are three examples of how I actually talk. SAMPLE 1 (email): [Paste 200-400 words] SAMPLE 2 (social post): [Paste post] SAMPLE 3 (voicemail): [Paste] When you write, sound like this. Don't smooth it out. Match me.
The foundation prompt for any writing task.
Write [asset type] for [audience] about [topic]. Goal: [what you want the reader to do] Tone: [from voice samples] Length: [word count] Must include: [specific points] Must NOT include: [forbidden claims] Output just the copy.
Before writing anything, generate 10 distinct angles and pick one.
I'm writing [asset type] about [topic] for [audience]. Give me 10 different angles. Each should be: - A one-sentence hook - A specific promise - Distinct from the others I'll pick one and we'll write from there.
Turn rough drafts, voicemails, or carrier material into polished copy in your voice.
Rewrite the text below so it's: - Clearer to a [audience] - Shorter by [%] - In my voice - Jargon-free Preserve substance. Don't add claims I didn't make. [Paste source]
One idea, multiple channels. Fastest way to get a week of content from one insight.
Take this core idea: [idea] Give me versions for: 1. 150-word Facebook post 2. 250-word LinkedIn post 3. 60-second video script 4. 50-word SMS 5. Blog post intro 6. 3-line voicemail script Match each channel's conventions.
Take a bland first draft and push it with three alternative takes.
Here's the draft: [paste] Write 3 alternative versions: Version A: More specific. Replace abstract claims with numbers/scenes. Version B: Opens with a story. First 50 words = a scene. Version C: Contrarian. Challenges a common belief in my space. Don't soften. I want choices.
Have Claude review copy as three skeptical personas before you publish.
Read the copy as: 1. A skeptical 65-year-old prospect 2. A compliance officer 3. A cynical marketer For each, list 3 things that would make them stop, push back, or flag. Be blunt. [Paste copy]
Roleplay your ideal client and surface their real worries in their own words.
Roleplay as [ideal client persona]. Details: - [Age, family, income, location] - [What they're thinking this week] - [Prior experience with agents] I'll interview you about [topic]. Answer in first person with specific worries. Be specific. First question: [your question]
Force every vague claim in a piece to become specific and defensible.
Every vague claim in the copy below, replace with a specific number, name, time, or example. If I can't back a specific claim, flag it and suggest a safer specific. [Paste copy]
Generate 10 hooks for any piece, pick the best.
Topic: [idea] Audience: [who] Format: [FB post / blog intro / email subject] Give me 10 hooks. Just first 15 words. Different patterns: - Contrarian - Specific number - Question - Confession - News hook - Warning - Specific character - Unusual observation - Reframe - Direct pain address No explanations.
Scan any piece for common insurance compliance red flags before you publish.
Review for compliance issues for [insurance line].
Flag:
- Superlatives ("best," "cheapest")
- Guaranteed returns in life/annuity
- Medicare: CMS-prohibited terms
- Claims about competitors
- Rate specifics
- Fear-based language
- Missing disclosures
List flags with fixes. Then give revised version.
[Paste copy]
Cold prospecting email to homeowners 45-60 with a trigger event.
Write a cold prospecting email to a homeowner, age 45-60, in [state]. Trigger: [had a kid / turned 50 / bought a home]. Goal: book a 15-min discovery call. - Under 90 words - Subject: 4-6 words, lowercase - Reference trigger specifically - Offer one specific angle - Defensible proof point - Specific CTA time - Signature: name, state, phone No "I hope this finds you well" / "I wanted to reach out." Write 3 versions.
Cold email to someone turning 65 in 90 days, CMS-compliant.
Write a prospecting email to someone turning 65 in 90 days in [state]. Goal: book 20-min Medicare call. - Subject: 3-5 words, personal - Acknowledge they've been getting Medicare mail - Promise: you don't push one carrier, explain tradeoffs - Include local market detail - Propose 2 specific times - Under 100 words CMS compliance: - No specific plan names - Include "We do not offer every plan available in your area..." - "Not affiliated with Medicare or any government agency" 3 variants.
Cold email to a small business owner about rising health premiums at renewal.
Write a prospecting email to a small business owner (10-50 employees) in [state]. Pain: rising health premium at renewal. Goal: book 20-min review call. - Subject: 5-7 words about renewal/rising costs - Open with [state] small-group premium trend - Three levers (plan design, carrier shop, ICHRA/QSEHRA) - Propose no-pressure 20-min review - Under 100 words 3 versions: casual, data-driven, story-led.
Cold email to a new homeowner for home + auto bundle review.
Write a prospecting email to a new homeowner (bought in last 6 months) in [state]. Goal: quote home+auto bundle. - Subject: 4-5 words about new home - Acknowledge move (not creepy) - One [state] coverage gap most policies miss - Offer 10-min quote with their dec page - Under 80 words 3 variants.
Cold email to a commercial vertical (restaurant, contractor, medical) before renewal.
Write a prospecting email to a [restaurant/contractor/medical practice/trucking] owner in [state]. Renewal in [month]. Goal: book 15-min call 60-90 days pre-renewal. - Subject: vertical-specific, 5-7 words - First line: vertical-common coverage gap - Position as specialist - Acknowledge current broker may be fine - Specific CTA week - Under 120 words Professional tone. No disparagement.
Generate the full 5-email sequence from your first prospecting email.
Given this first email [paste], write a 5-touch sequence: - Email 2 (day 3): short nudge, new angle, under 50 words - Email 3 (day 7): soft reframe, lower-friction ask - Email 4 (day 12): case study, anonymized, under 100 words - Email 5 (day 20): breakup, closing loop, under 40 words Same tone. Vary openings.
Generate custom first lines for 20+ prospects at once.
For each prospect, write ONE first line of a cold email (12-20 words) that references something specific and doesn't sound templated. Avoid: - "Hope you're well" - "I came across your profile" - Generic congrats PROSPECTS: 1. [Name, situation, trigger] 2. [Name, situation, trigger] ...
Generate 7 social posts with the right educational-to-pitch mix.
Generate 7 posts for this week: - 4 educational - 1 personal - 1 social proof - 1 direct ask Platform: [FB/LinkedIn] Audience: [from context] Theme: [one theme] Each 80-180 words. Hook in first line. Plain language. End with question or CTA. Vary openings. Number with day-of-week.
"Most people think X. It's actually Y.", one of the highest-engagement post patterns.
Write a "common mistake" FB post about [topic]. - Line 1: hook stating the mistake - Lines 2-4: why most people believe it - Lines 5-8: the actual truth - Last line: what to do instead 130 words max. End with "Reply or DM with questions.
Anonymized client scenario that shows expertise and makes readers see themselves.
Write a LinkedIn post about an anonymized client scenario in [line]. - Line 1: "Had a call this week with [generic description]..." - 3-4 sentences: situation and hidden problem - 2-3 sentences: what we figured out - Last line: broader lesson 180 words max. First person.
300-500 word thoughtful LinkedIn post when you have a real insight.
Write a LinkedIn post (300-500 words) about [topic]. - Hook line - Context (2-3 sentences) - Insight (3-5 short paragraphs) - Named concrete example - What it means for reader - Question or CTA Short paragraphs. Practitioner tone, not thought-leadership.
Take one insight and turn it into 7 different pieces of content across channels.
Core insight: [insight] Turn into: 1. FB post (120w, warm) 2. LinkedIn post (300w, pro) 3. Newsletter section (200w) 4. 60s video script 5. 40s reel/TikTok script 6. Tweet (240 chars) 7. Text to prospect (60w) Adapt structure to each channel.
30 search queries real prospects type before they call. Your blog topic bank.
I sell [line] to [audience] in [geo]. Generate 30 search queries: - 10 question queries - 10 local-intent - 5 comparison - 5 problem Group by intent. For each group, suggest 3 blog titles.
Detailed outline with H2/H3s before you write the full post.
Outline for blog post titled "[title]". Audience: [specific] Intent: [info/comparison/transactional] Primary keyword: [phrase] Secondary keywords: [3-5] - H1 - Intro (2 paragraphs) - 4-6 H2s, each with 2-3 H3s - Conclusion with CTA Flag places to add local data or personal examples. Anticipate 3 objections.
Write the full 1200-1800 word post from your approved outline.
Using the outline above, write the full post. Length: 1200-1800 words Voice: [from samples] - Short paragraphs - H2/H3 structure - Bullet lists for comparisons - Bold 1 sentence per section - 1+ concrete example - Clear CTA Avoid "in today's fast-paced world," "however/furthermore/moreover" paragraph starts. Flag places I need to add local data or examples, and any stats to verify.
Three title and description options for SEO.
For the post below: 1. Title tag (55-60 chars, keyword near front) 2. Meta description (140-160 chars) 3. 5 URL slug options Give 3 options for each. [Paste post]
10 blog ideas that tie your topic to your specific city/state.
I serve [geography]. Base topic: [topic]. 10 blog ideas that would rank for "[topic] + [location]". Each: - Title - Primary local keyword - Why it wins locally
Pillar + 8 supporting posts with an internal link plan.
Build a cluster around "[broad topic]". - 1 pillar post + description - 8 supporting posts - For each, which pillar sections it links TO Topic: [topic] Audience: [audience]
One-concept video script with timestamps and B-roll cues.
Write a 60-90s video script for me (licensed [line] in [state]). Topic: [topic] Timestamps: [0-5s] Hook [5-15s] Problem [15-50s] 2-3 key points [50-75s] What it means for viewer [75-90s] Soft CTA First person, short sentences, no jargon. Include B-roll suggestions and on-screen text.
10 ready-to-shoot short video scripts for Reels/TikTok/Shorts.
Give me 10 FAQ-style short video scripts. Each 30-60s (70-140 words). Hook in first 3 seconds. Plain-language answer. One concrete example. Close with "Follow for more / DM if this applies." Topic pool: [line] Styles: "Can I get coverage if..." "What's the difference between..." "How much do I really need..." Number 1-10. Shootable as-is.
Your "about" video for website, email signature, LinkedIn.
Write a 90s personal intro video script. [0-10s] Who I am / what I do [10-25s] Specific type of client [25-50s] Why I do this (specific moment) [50-75s] How I work differently [75-90s] How to connect Warm, not corny. Contractions. Short sentences. No "committed to providing excellent...".
Anonymized client story in video form.
Write a 2-3 min anonymized client story video. Situation: [describe] [0-15s] Problem in one sentence [15-45s] Who they were [45-90s] What they'd tried [90-150s] What we figured out [150-180s] Realistic outcome No identifying details. Add disclaimer at end.
90-second personalized video for one specific prospect. High reply rates.
5-bullet structure for a 90s Loom to a prospect. Prospect: [name, role, situation, trigger] 1. Name + specific detail (5s) 2. What made me reach out (15s) 3. The thing they might not have considered (30s) 4. Offer to be useful (not pitch, 20s) 5. Specific next step (15s) Also: 6-line email with video embedded.
Convert a script into frame-by-frame captions for social video.
Format the script as captions. - Each chunk: 3-6 words, one per frame - Punctuation sparingly - Match speaking rhythm - Separate with "|" [Paste script]
6x11 postcard for Medicare T-65 with CMS-required disclaimers.
Write copy for 6x11 postcard to Medicare T-65 prospects in [state/county]. Front: 1 headline + supporting line. Under 15 words. Back: 1. Acknowledge tons of Medicare mail 2. Problem with most of it 3. What's different about me 4. Local detail 5. Offer: 20-min no-pressure call 6. CTA: tracked phone + URL CMS compliance: - "We do not offer every plan available in your area..." - "Not affiliated with Medicare or any government agency." Mail-from-a-person tone.
Classical direct-response sales letter format for any line.
Write 1-page sales letter for [line] to [audience]. - Date + "Dear [Name]" - Opening: specific observation - Story: anonymized similar person - Offer: what I want to do - Proof: 2-3 defensible facts - Urgency: real reason for now - CTA - P.S.: restate offer + reason to act 250-400 words. Neighbor letter tone. Include [line]-appropriate disclaimers.
5 envelope teasers that survive the first-pass mail sort.
5 teasers for front of #10 envelope for [audience] about [topic]. Each: - Under 10 words - Looks like personal mail, not ad - Curiosity without clickbait - Defensible Examples I like: - "A note about your Medicare options" - "Regarding your October renewal" 5 distinct angles.
Five different trackable CTAs for direct mail.
5 CTAs for direct mail, different framings: 1. Call now (urgency) 2. Request the [resource] (lead magnet) 3. Get your personalized [thing] (benefit) 4. Reply card (BRE) 5. Visit [URL], answer 3 questions Each: phone placeholder + URL placeholder. Neighborly tone.
4-5 sentence referral ask to use verbally after a positive interaction.
Write a 4-5 sentence verbal referral ask for after [positive client moment]. I help [specific niche]. Ask: - Gratitude for current moment (specific) - Name exactly type of person I help - Specific person/situation to think of - Make handoff easy (I reach out, not them) - Natural, not scripted 2 versions.
After a client gives you a name, this is the forward-able intro.
My client [Client] said I could reach out to [Prospect], their [relationship]. Write email to [Client]: Section 1 (to client): - Thank again - I'll reach out in 1-2 days - Offer forward-able intro Section 2 (for them to forward): - From them to friend - Why they thought of them - Intro me in 1 sentence - Suggest 15-min chat Under 200 words.
The email to the person who was referred to you.
Email to [Prospect] referred by [Referring Client] about [topic]. - Subject: mention referrer's name - First line: referrer + specific reason - 2-3 sentences: what I do - 1-2 sentences: no pressure, just hi - Soft CTA: 15-min call, 2 specific times 80-120 words. Warm, casual.
Short thank-you note to send on actual paper to a client who referred.
6-10 sentence handwritten-style thank you. - Specific thank for referral - One line about connection - Reference specific about client - Note meeting with [Prospect] went well - No incentives - Warm close Personal, not corporate.
Peer-to-peer email to CPA, estate attorney, realtor, etc.
Email to [CPA/attorney/realtor/HR consultant] in my market. Goal: referral relationship. - Subject: about them, not me - Open: specific detail about their work - Bridge: our client bases overlap - Offer: 20-min coffee/call - What I bring (specific) - Propose 2 times Under 150 words. Peer-to-peer, not pitch.
3-5 sentence thank-you response that strengthens the public record.
Write 3-5 sentence response to 5-star review. Context: I [specific interaction]. - Thank by first name - Reference specific from review - Reinforce what I do - End warmly, not saccharine Avoid "it was our pleasure" / "strive to provide excellent service." REVIEW: [paste]
Response to mixed feedback that doesn't get defensive.
Response to 3-4 star review with constructive feedback. - Thank for honest feedback - Acknowledge specific flag, no defensiveness - What's changed or I'd do differently - Invite to reach out directly - 4-6 sentences Not defensive, not over-apologizing.
Calm, professional response to 1-2 star reviews that future prospects will read.
Response to 1-2 star review. - Acknowledge frustration, no arguing facts - Do NOT reveal PHI / client-specific details - What I'd try to resolve (if applicable) - Invite contact at [phone/email] privately - No superlatives, defensiveness, apology-spirals - 4-6 sentences Future prospects watch how I handle pressure. REVIEW: [paste]
Short professional response when the review is clearly not from a real client.
Response to review that seems fake or from non-client. - Politely note I don't recognize this interaction - Invite them to contact directly if mistake - Don't accuse - Don't engage false claims - 2-3 sentences Puzzled, not defensive.
Ask a happy client for a Google review without gating.
80-120 word email asking client for Google review. Context: [what we did] - Open with specific recent interaction - Ask: share experience on Google - Direct link placeholder - 60 seconds - Offer to answer questions Do NOT: offer incentive, specify 5 stars, pressure.
Monthly newsletter in the one-big-thing-plus-quick-hits format.
Monthly newsletter for [line] clients. Topic: [pick one] - Subject: 5-7 words, personal note - Open: like writing to a friend - Main (250-400w): one big thing - Quick hits (3-5 bullets, 1-2 sentences each) - Close: 1-2 sentences, warm, personal - P.S. with specific small thing Letter from knowledgeable friend tone.
Full year of newsletter topics tied to real triggers.
12-month newsletter calendar for [lines] serving [audience]. Format per month: Month - Primary topic - Why this month - One angle Tied to: seasons, deadlines, life-stage triggers, common questions. No generic awareness months.
4-email welcome sequence for new newsletter subscribers.
4-email welcome sequence after signup. Email 1 (immediate): Welcome, who I am, what to expect. Under 150w. Email 2 (day 2): One actionable thing. Under 200w. Email 3 (day 5): Anonymized client story. Under 250w. Email 4 (day 10): Soft direct ask. Under 150w. From me personally. Hand-written feel.
10 subject line options in different patterns.
10 subject lines for newsletter about [topic]. - 4-7 words - Lowercase - Mix: question, observation, detail, news, promise, personal Avoid: "[Month] Newsletter," "[Agency] Update," generic teasers.
Five FB ad variants with CMS compliance for Medicare campaigns.
5 FB ad variants for Medicare in [state], 63-68. Offer: 20-min no-pressure call. Each: - Primary text (90-150w) - Headline (25-40 char) - Description (30-45 char) Angles: question, contrarian, local detail, story, direct value. CMS compliance in each: - "Not affiliated with any government agency" - Plan disclaimer - No specific plan names / benefits - No "free" without actual no-cost No fear tactics, fake urgency, over-emoji.
Five FB ad variants for final expense with appropriate disclaimers.
5 FB ad variants for final expense, 55-75 in [state]. Offer: 10-min rate check, no exam. Angles: specific pain, protection framing, misconception, simple process, direct offer. No specific premium quotes. Include "Subject to underwriting." Respectful tone, not fear-mongering.
Home + auto bundle ad variants with coverage-gap angles.
5 FB ad variants for home + auto bundle, 30-55 homeowners in [state/city]. Offer: 10-min policy review, send dec page. Angles: rate-increase, coverage gap, time convenience, local, trust. No "lowest rates," no disparaging competitors. Include trust signal.
Responsive Search Ad headlines, descriptions, sitelinks for your keywords.
Google Search ads for [line] in [city/state]. Keywords: [list] For each keyword: - 3 RSA headlines (30 char) - 2 descriptions (90 char) - Display path - 3 sitelinks Avoid superlatives, specific rates, unauthorized carrier claims.
Campaign landing page with the structure that converts paid traffic.
Landing page copy for [campaign]. Goal: [book call / get quote / download]. - Headline (7-12w, matches ad) - Sub-headline - 3-4 "what you get" bullets - Proof section - Form: name, phone, email, one qualifier - Second CTA below fold - 4-5 FAQ - Trust signals - "What happens next" section Matches ad tone.
One-page glossary for clients with 12-15 terms in their language.
1-page glossary for [line] clients. 12-15 terms. Each: - Term (as on paperwork) - 1-2 sentence plain-language def - 1 sentence why it matters For a 65-year-old non-professional. Format for Canva/Word.
"What you actually bought" summary clients can keep.
1-page policy summary. Structure: 1. One-sentence "what this is" 2. What it does (3-4 bullets) 3. What it does NOT cover (3-4 bullets) 4. What to do with it (storage, who to tell) 5. When to call me (life event triggers) 6. Space for: policy#, carrier, date, contact No specific $ figures (fill per client).
One-page guide for clients on how to file a claim.
1-page claim guide for [line]. - "Take a breath" opener - Step 1: immediate action - Step 2: docs/info needed - Step 3: carrier contact - Step 4: how to contact me - What NOT to do - Typical timeline - If delayed/denied Human tone. Assume stressed reader.
8-12 yes/no questions clients use to self-audit coverage.
1-page annual review checklist for [line]. 8-12 yes/no questions. Each: life situation triggering coverage change. Client language. Examples: - "Has anyone been added to your household?" - "Did income change by 15%+?" Top: "If yes to any, let's schedule a review" Bottom: contact + scheduling link placeholder.
Document the client gives family for what to do if they pass away.
1-page doc client's family uses if client passes/becomes incapacitated. - What to do first - Where docs are (placeholder) - Who to call (me + carrier) - What to bring - What NOT to do - What happens next / timeline - My contact Calm, respectful, plainspoken. Audience is in grief/panic.
Weekly review prompt to plan your 2-hour marketing block.
Weekly marketing planning. Last week: - Social engagement: [describe] - Email replies: [number, notable] - Ads: [spend, leads, CPL] - Meetings booked: [number, source] - Pipeline: [notes] Based on this: 1. What to double down on? 2. What to stop? 3. 3 experiments to run 4. Highest-leverage marketing task for 2 hours? Practical.
Full 30-day calendar of newsletter, blogs, socials, videos, prospecting angles.
30-day content calendar. Line: [from context] Audience: [from context] Theme: [one] - 4 newsletter big ideas (one per week) - 4 blog post titles - 16 social posts (4/week) - 4 video scripts (1/week) - 2 prospecting angles Table: Date | Channel | Title | Status. Include time-sensitive topics for this month.
Scan any piece for compliance red flags across lines.
Scan for compliance red flags for [line]. Flag: - Superlatives - Specific numeric claims - Competitor comparisons - Urgency claims (real?) - Missing disclaimers - Implied endorsements - Product-varying claims - Fear-based language For each: suggest compliant rewrite. Then give cleaned version. Line: [specify] Jurisdiction: [state(s)] [Paste]