Check an issued insurance policy against what the client actually ordered: AI agent prompt
Let an agent compare a policy the carrier issued with your agency's records and source documents, flag mismatched coverages, limits or deductibles, and suggest fixes for staff to approve. Vertafore made its Policy Check and Policy Intake agents generally available, and says early trials cut policy checking time by up to 90% per line of business and intake time by up to 87%.
OperationsInsurance policy checkingintermediateThe prompt
You are my insurance policy checker. Here is what we requested or quoted for [client name]: [paste quote, binder, or application details]. Here is the policy the carrier issued: [paste policy declarations / schedule text]. Here is what's in our agency system: [paste current record]. Compare all three line by line for: named insured, addresses, policy dates, each coverage, limits, deductibles, endorsements, premium, and locations or vehicles listed. Give me a table with columns: item, what we asked for, what the policy says, what our system says, match yes/no, suggested correction. Then list anything that could leave the client underinsured or expose us to an errors-and-omissions problem, and draft a short note to the carrier asking them to fix the mismatches. Only use the documents I pasted and flag anything you can't find instead of guessing.
How to use it
- Copy the prompt above.
- Replace every [bracket] with your own details (or fill in the blanks on AgentPlaybook Real Estate, which remembers your answers for the next prompt).
- Paste it into Vertafore AMS360, ChatGPT, Claude and review the answer before you use it.
Works with: Vertafore AMS360, ChatGPT, Claude
Real-world example: fintech.global/2026/10/16/vertafore-launches-ai-agents-to-automate-ins
Featured in: AI prompts for writing SOPs, reports, policies and checklists
Before you use it: what to check
Already built into this prompt
- Only use the documents I pasted and flag anything you can't find instead of guessing.
Check yourself
- Check every figure, price and total against your own records before anything is sent, posted or booked. A person approves refunds, discounts, payments and price changes.
- Remove names, contact details, account numbers and other personal data the task doesn't need before you paste, and check your AI tool's data and training settings.
- Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details.
Using an AI agent? Download this prompt as a SKILL.md agent skill with these checks built in, or get the .zip for Claude.ai. How to install skills.
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