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Prefill standard policy terms in a renewal packet so brokers receive consistent wording and rating factors.
2 ready prompts
Written for the moment this actually comes up.
Execute — do the immediate task
+Prefill standard policy terms in the renewal packet for broker [broker=Latham & Co.] — insert the…
Execute — do the immediate task
+Prefill standard policy terms in the renewal packet for broker [broker=Latham & Co.] — insert the current limits, renewal premium and rating factors into the agreement fields, save as a single prefilled PDF, and send to the broker for review this week.
Pasted it? When the reply comes back, push once: ask it to sharpen the weakest part. — Did this prompt help?
Improve — make it easier to accept
+Before I send the renewal to [broker=Latham & Co.], make it easy for brokers to compare changes —…
Improve — make it easier to accept
+Before I send the renewal to [broker=Latham & Co.], make it easy for brokers to compare changes — prefill limits, renewal premium, and rating factors, highlight any changes from last year, add an inline note explaining the main drivers of movement, and lock terms that must not be edited before return.
Pasted it? When the reply comes back, push once: ask it to sharpen the weakest part. — Did this prompt help?
Who does this, and with what
The same task is different work inside a different job.
Insurance UnderwriterAdobe Acrobat ProMicrosoft Wordalso: Prefill Renewal Termsalso: Standardize Policy Text
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Every task here came from the work, not from a feature list — which is why the prompts name what you want done and never the button that does it. The tool changes; the work does not.
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