Home/AI Prompt Books/Vol. 01 · Insurance Agents
Vol. 01 · $29.99 · instant download

100 AI prompts, written for Insurance Agents.

Written for agents who want AI drafting the quote follow-up, the renewal reminder, and the review reply — not generic marketing filler. Copy, paste, customize. Works in ChatGPT, Claude, Copilot, and Gemini.

Every book includes a free 60-minute AI Strategy Call — normally $250.

B5 Marketing · By Del Barajas
100
AI prompts
that work.
The AI playbook for
Insurance Agents
13 categories · 100 prompts
100Ready-to-use prompts,
written for your trade
13Categories covering the
parts of your business
4AI tools supported —
ChatGPT, Claude, Copilot, Gemini
2006Doing this since. Written by
Del Barajas, founder of B5
01 · What’s inside

Thirteen categories.
Nothing generic.

The categories are the parts of your business, not the parts of a marketing funnel. The prompts name policies, renewals, claims, bundling, and the objections you actually hear on a quote call.

Cat. 0110 prompts
Lead Generation & Prospecting
Cat. 0212 prompts
Social Media Content
Cat. 0310 prompts
Email Marketing & Sequences
Cat. 0410 prompts
Sales Conversations & Objection Handling
Cat. 058 prompts
Client Onboarding & Service
Cat. 068 prompts
Policy Education & Explainers
Cat. 078 prompts
Renewals & Retention
Cat. 086 prompts
Cross-Sell & Upsell
Cat. 096 prompts
Referrals & Reviews
Cat. 105 prompts
Claims Guidance & Support
Cat. 116 prompts
Local & Community Marketing
Cat. 126 prompts
Productivity & Operations
Cat. 135 prompts
Compliance-Aware Drafting & Smart AI Habits
02 · How every prompt is built

Anatomy of a
great prompt.

Every prompt in the book uses the same four-part formula. Once you see it, you can rewrite any prompt here, or write your own from scratch.

Don’t accept the first draft. Reply with “make it shorter,” “more casual,” “now turn this into a text message.” The magic is in the follow-up.

1

Role

Tell the AI who to be. This focuses the answer before it writes a word.

2

Context

Your services, your market, your customer, the situation. This is where the [brackets] go.

3

Task

Exactly what you want. “Write a 4-email sequence.” “Handle this objection.” Be direct.

4

Format & tone

“Under 150 words.” “Plain language.” “Give me three versions.” This makes it usable instantly.

03 · A few of the 100

Real prompts from Vol. 01.

33

Handle ‘It’s Too Expensive’

Three honest reframes you can say out loud on a quote call.

59

Build a Renewal Reminder Sequence

The messages that keep a book of business from quietly leaking.

96

Run a Compliance Sanity Check

Flags anything in your copy that needs a second look before it ships.

04 · The author

“AI is your assistant,
not your replacement.”

I’ve watched this industry reinvent itself again and again: SEO, social, paid ads, automation. AI is the biggest shift yet, and it rewards the people who move first. Most agents are standing on the sidelines, not because they aren’t smart, but because nobody has handed them a simple place to start.

This book is that place. It drafts; you decide. Your judgment and your reputation are what make the output worth sending.

— Del Barajas, founder of B5 Marketing. In digital marketing since 2006.

05 · Included with every book · normally $250

Your $29.99 book comes with
an hour of our time.

Sixty minutes, no pitch deck. We look at how quotes and renewals come into your business today and tell you the two or three places AI pays for itself first. You leave with a plan whether or not you ever hire us.

Get Vol. 01 & Claim Your Call
06 · Or skip the learning curve

We’ll run the prompts for you.

Prompts are the easy half. The hard half happens at 7pm on a Friday, when a quote request arrives and you are already done for the day. That is why we build AI employees instead of selling courses.

Best first agent

Missed-Call Text-Back

You miss a call, your AI texts them back in seconds. The cheapest lead you will ever recover is the one already calling you. From $1,500 + $297/mo.

Flagship

Lead Response Agent

Answers forms, chats and texts in under 60 seconds, answers real questions, and books appointments on your calendar. From $3,500 + $497/mo.

Content

Content Agent

Runs the prompts in this book on a schedule, in your voice. Your marketing stops depending on your free time. From $1,500 + $297/mo.

See build timelines and full pricing

07 · Common questions

About Vol. 01.

Do I need a paid AI account?
No. Every prompt works on the free tiers of ChatGPT, Claude, Copilot, and Gemini. Paid plans are worth it once you are using AI daily, not before.
Is this written for insurance agents specifically?
Yes. The prompts name policies, renewals, claims, bundling, and the objections you actually hear on a quote call. It is not a generic prompt pack with your industry pasted into the headline.
How do I get the book?
It is a PDF you can read on any device and print. You get a download link and instructions for scheduling your free strategy call.
Will AI make my marketing sound fake?
It will if you publish the first draft. The final category is entirely about voice, accuracy, and honest claims, so what goes out sounds like you and holds up.
What is the free strategy call, really?
A 60-minute working session where we look at your business and name the fastest AI wins. No obligation. Plenty of people take the ideas and run them themselves.

Start with one prompt today.

Tell us your industry and we will send the book and get your free strategy call on the calendar.

Get Vol. 01 — $29.99