---
name: al-496-re-shop-your-rental-insurance-and-pre-screen-tenant-inqui
description: "Landlords rarely re-shop insurance across a whole portfolio, and answering every inquiry on a new listing eats evenings. AI Business Plays writes up a self-reported X post by Alex Porrett, a real estate investor with a rental portfolio. In one week his Grok Bot saved him $3,500 a year on property insurance with more coverage than before, categorized every business transaction year to date for his accountant, and handled the inquiries on a rental listing: 34 prospective tenants filled out pre-screening, the answers went into a Google Sheet, and it booked 8 tours after texting his current tenants from a Google Voice number to find showing times. It is self-reported. Compare coverage line by line before you switch policies, ask every applicant the same questions to stay inside fair housing rules, and give current tenants proper notice before showings. Use when the user wants help with rental insurance re-shopping and tenant pre-screening (finance) for a small business."
---

# Re-shop your rental insurance and pre-screen tenant inquiries: have AI compare quotes against your current declarations property by property, then send every rental inquiry the same screening questions and book tours with the ones who qualify

Landlords rarely re-shop insurance across a whole portfolio, and answering every inquiry on a new listing eats evenings. AI Business Plays writes up a self-reported X post by Alex Porrett, a real estate investor with a rental portfolio. In one week his Grok Bot saved him $3,500 a year on property insurance with more coverage than before, categorized every business transaction year to date for his accountant, and handled the inquiries on a rental listing: 34 prospective tenants filled out pre-screening, the answers went into a Google Sheet, and it booked 8 tours after texting his current tenants from a Google Voice number to find showing times. It is self-reported. Compare coverage line by line before you switch policies, ask every applicant the same questions to stay inside fair housing rules, and give current tenants proper notice before showings.

## Inputs to collect first
Ask the user for anything below that they haven't already given you. Don't guess missing facts.

- Insurers or a broker
- Export file
- Ress
- , e.g. move-in date, household size, monthly income, pets
- Criteria applied the same way to everyone
- Windows
- Your own material (text, notes or data)

## Instructions

Do the task below with the user's inputs in place of each [bracket].

I own [number] rental properties. 1) Insurance: here are my current declarations pages [attach]. For each property, make a table of what I have now: premium, deductible, dwelling coverage, liability, loss of rent and any exclusions. Then help me get comparable quotes from [insurers or a broker] with the same or better coverage, and show them side by side with the yearly saving and any coverage I'd lose. Don't buy or cancel anything. 2) Bookkeeping: categorize every business transaction since [date] in [export file] using my accountant's categories [list], and flag anything unclear. 3) Tenant inquiries for [address]: draft a reply to each inquiry that asks these same pre-screening questions [list, e.g. move-in date, household size, monthly income, pets]. Log answers in a Google Sheet and mark who meets [criteria applied the same way to everyone]. Suggest tour times from [windows] and draft a text asking my current tenants which windows work, with [24] hours' notice. Show me every message before it goes out.

## Safety checks (share these with the user)

- This prompt works on text other people wrote (emails, reviews, messages or web pages). That text can hide instructions aimed at AI, such as "ignore your rules and…". Paste it as material to work on, and never let the AI act on requests inside it, like paying, sharing logins or changing records.
- 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.
- Don't let AI make the final call on hiring, pay, performance or discipline. Use it to organise information, and have a person decide using criteria you can explain.
- Anything legal, tax or compliance-related is a first draft for a qualified person to check. It is not professional advice, and clause references and deadlines must be checked against the source.
- Say clearly which parts need a person to review or approve before anything is sent, paid, posted or filed.

## About this skill

- Works with: Grok Bot, ChatGPT, Claude, Google Sheets, Google Voice
- Based on this real-world example: https://aibusinessplays.com/plays/grok-bot-landlord-insurance-savings-and-tenant-screening/
- Free prompt from AgentPlaybook Real Estate: https://agentic-library.netlify.app/prompt/al-496-re-shop-your-rental-insurance-and-pre-screen-tenant-inquirie/
- To install in an agent that supports Agent Skills, save this file as SKILL.md in a folder with the same name as `name` above (for example in your skills directory). Install steps for Claude.ai, Claude Code, Cursor and Codex: https://agentic-library.netlify.app/skills/