Cut insurance visit prep from hours to minutes: let an agent pull customer history, recommend products, draft icebreakers and log the follow-up so new reps propose like veterans: AI agent prompt
Salesforce's Nov 5, 2026 Aflac Japan story covers agentic proposal preparation with Agentforce for about 113,000 insurance agency representatives. Reps previously spent hours gathering history and policy details across disconnected systems before and after visits. The agent suggests icebreakers, product recommendations and talking points, helps with policy illustrations, suggests efficient travel routes, then drafts meeting summaries, logs engagement, prepares thank-you emails and suggests next best actions—all in Japanese. Leadership frames it as a response to Japan's shrinking labour force so newcomers can propose like veterans, with permissions and Trust Layer masking so contract detail access stays role-scoped.
The prompt
Build an agentic visit-prep workflow for [insurance / financial advisory] reps. Products: [list]. Languages: [Japanese / English / other]. Data sources: [CRM, policy admin, past visits]. Hard rules: mask sensitive fields before any external model call; enforce role-based access to contract details; never auto-send customer email—draft only; log every recommendation for audit. 1) Checklist for pre-visit (icebreaker, needs hypothesis, product shortlist, illustration inputs, travel). 2) Post-visit automation (summary, thank-you, next action). 3) Draft the agent system prompt in [language] plus English. 4) Define a 2-week pilot with 10 reps and success metrics (prep time, proposals per week, new-rep close rate). Output a playbook I can paste into our Agent Builder.
Fill in the blanks, then copy
This prompt has 5 [bracket]s to fill in. Type your details below and the prompt updates as you go. Your answers stay in this browser and are reused on other prompts with the same blanks. Nothing is sent to us.
Example values are fictional, just to show how a filled-in prompt reads. Replace them with your real details.How to use it
- Copy the prompt above.
- Replace every [bracket] with your own details (use the fill-in-the-blanks box above, which remembers your answers for the next prompt).
- Paste it into Salesforce Agentforce, Financial Services Cloud, Experience Cloud and review the answer before you use it.
Works with: Salesforce Agentforce, Financial Services Cloud, Experience Cloud, Data 360, ChatGPT, Claude
Real-world example: salesforce.com/customer-stories/aflac/
Featured in: ChatGPT prompts for business email, replies and follow-ups · AI prompts to summarize meetings, notes, documents and reports · AI prompts for writing SOPs, reports, policies and checklists
Before you use it: what to check
Already built into this prompt
- Hard rules: mask sensitive fields before any external model call; enforce role-based access to contract details; never auto-send customer email—draft only; log every recommendation for audit.
Check yourself
- 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. How prompt injection works →
- 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.
- 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.
- Read and edit the draft before it reaches a customer or goes public. If you later automate this prompt, start with "draft and notify me", not "send automatically".
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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