The Secret Prompt: "Act as an insurance expert. Summarize the 'Exclusions' section of this policy into 3 bullet points for a 5th grader. Focus only on what is NOT covered." Never paste PII (Personal Identifiable Information) into public AI models.
The "Tl;dr" Problem
Clients don't read policies. They don't even read your emails explaining the policies. They just want to know: "Am I covered if my basement floods?"
The Prompt Strategy
Do NOT paste client data into public ChatGPT. That is a security violation. Instead, paste the policy form text (generic) and use the secret prompt above.
The Output
You'll get something like:
- ā Flood from outside: Not covered.
- ā Sewage backup: Not covered (unless you added that endorsement).
- ā Burst pipe: Covered.
Copy-paste that into your email. You just saved 15 minutes and your client actually understands you.
Z
About the Zentrixsoft Team
The Zentrixsoft Team specializes in hyper-efficient AI agents for insurance agencies, e-commerce, and high-growth SMBs. We focus on ROI-first automation that saves 20+ hours per week per employee.