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Use ChatGPT for Business for client emails, proposals, coverage comparisons and agency templates

who Patrick Villafranca, VP of sales and commercial lines producer at Evergreen Insurance in Washington, in a Big "I" agency AI survey

The problem

Client communications, proposals, coverage comparisons and the agency's standards and templates all took time to write from scratch.

What happened

Three people in the office, the leadership team, use it extensively. Villafranca says getting the rest of the team to use it, and learning how to use it best, have been the hard parts. No time or dollar figures were given.

Source: IndependentAgent.com (Big "I" agency AI survey): How Evergreen Insurance Uses ChatGPT to Improve Efficiency Across the Agency (2026-07-07) · Added 2026-10-18.

How to set it up yourself

1. Pick one job to start with, as Villafranca advises, for example the coverage comparison you build for every commercial quote.
2. Take client names, policy numbers and other personal details out before pasting anything in, unless your business plan and agency policy allow it.
3. Paste in the quote summaries and ask for a side-by-side comparison in your agency's format with the prompt below.
4. Have a licensed person check every number and coverage line against the actual quotes before it goes to the client.
5. Save the prompt that worked as a shared template so the rest of the team can reuse it.

Copy-paste prompt

You help {AGENCY NAME}, an independent insurance agency, prepare a coverage comparison for a commercial client ({INDUSTRY}, no names). Quote summaries from {N} carriers: """{QUOTE DETAILS: carrier, premium, limits, deductibles, key exclusions and endorsements}"""
Build a side-by-side table (rows: premium, each limit, deductibles, notable exclusions and endorsements), then a plain-English summary under 150 words of the real differences. Use only the numbers above, mark anything unclear as [CHECK], and do not recommend a carrier.

Tools used

Some tool links may be affiliate links. Disclosure

Checked prices: ChatGPT: from Free $0; Go $8/mo; Plus $20/mo; Pro $100/mo (verified 2026-10-17)

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