90 copy-paste prompts that write your WhatsApp messages, save renewals and keep you compliant
A working toolkit for Indian insurance advisors, agents and POSPs. 90 ready-to-use AI prompts for the jobs you do every day — prospecting, first replies, the renewal cadence, quote follow-up, objection handling, claims and service — plus an IRDAI-aware Toolbox that keeps your messaging honest and safe.
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Write first messages, follow up on quotes and save renewals faster — without typing the same lines all day.
Reply to branch and digital leads quickly, qualify them cleanly and keep every message compliant.
Run the 30/15/7/1 renewal cadence on autopilot and explain cover in plain language clients understand.
Give every team member the same quality of messages, follow-ups and objection replies — no training needed.
Six ways this pack saves you hours every single week
An instant first reply, natural qualification questions, Hinglish and regional versions, and a voice-note script.
The 30/15/7/1 day cadence plus lapsed-policy win-back and premium payment-link messages that stop lapses.
Calm, factual answers to \u201ctoo expensive\u201d, \u201cI'll think about it\u201d and \u201cmy relative is an agent\u201d — no arguing, no pressure.
Document checklists, status updates, cashless help and the grievance ladder — plus a sensitive death-claim script.
Referral asks, review requests, compliant testimonials and Reels, LinkedIn and Status content that build trust.
A rules cheat-sheet, an ad-reviewer prompt, a de-hype rewriter and the phrases to avoid — so you never mis-sell by accident.
90 prompts across 10 sections, plus a Toolbox you'll use every day
Warm-market messages, cold first-touch, DM openers, referral asks and Status posts (Prompts 1–10).
Instant replies, qualification, Hinglish and regional versions, voice notes and booking messages (Prompts 11–20).
The 30/15/7/1 cadence, lapsed win-back, motor, health and maturity reminders (Prompts 21–30).
A six-message, 30-day sequence that gives the client a reason to reply every time (Prompts 31–38).
Premium, stalling, cheaper-option, trust and spouse objections answered calmly (Prompts 39–48).
Term, health, motor, endowment, ULIP, riders, claims and an honest exclusions note (Prompts 49–56).
Protection-gap analysis, health top-ups, child and retirement planning, business packages (Prompts 57–64).
Document checklists, status updates, cashless help, the grievance ladder and nominee updates (Prompts 65–72).
Referral asks, Google reviews, compliant testimonials, Reels and LinkedIn posts (Prompts 73–80).
An IRDAI ad reviewer, de-hype rewriter, daily plan, pipeline review and content calendar (Prompts 81–90).
The 5-part prompt formula, an India rules cheat-sheet (IRDAI & WhatsApp), a fill-in client brief, the phrases to avoid, a 30-day plan and FAQs.
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Everything you need to know before buying
Insurance advisors, agents and POSPs in India — whether you work with one insurer or several. It is written for the jobs you do every day: finding leads, replying on WhatsApp, saving renewals, handling objections, guiding claims and staying compliant.
Any good AI assistant works — ChatGPT, Gemini, Claude or similar. Copy a prompt, replace the [brackets] with your real client details, and send. No prompt-engineering experience is needed.
Not if you paste real facts and give the draft a quick read in your own voice. The prompts are written to sound like a person. The rule throughout the pack is: AI drafts, you verify, you send.
No. This pack is a drafting and productivity tool, not insurance, legal or tax advice. Every message you send about a specific policy, benefit or claim must be checked against the policy document and IRDAI's rules, and product-specific advertising should be approved by your insurer. The Toolbox cheat-sheet reflects the position verified in October 2026.
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Digital products are non-refundable because they're instantly downloadable. But if you receive a defective or corrupted file, or were charged incorrectly, we'll replace or resolve it — just email lonefaisal977@gmail.com within 7 days.
Email us at lonefaisal977@gmail.com or message us on WhatsApp at +91 96826 00301. We typically respond within 24 hours.
The mind behind the pack
Advisors who buy this usually pair it with one of these
60 prompts for discovery, objections and closing — the perfect companion to Section 5's objection handling.
Turn WhatsApp into a real channel — pair it with the renewal cadence and follow-up sequences in Sections 3 and 4.
If you also serve property clients, this is the same working style applied to listings, leads and site visits.
90 prompts · 10 sections · 22 pages — start using them in 60 seconds.
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