---
title: "25 ChatGPT Prompts Insurance Agents Can Run Against Their CRM"
description: "Real prompts that work on your live book of business once ChatGPT is connected to unLocked CRM."
url: https://unlockedcrm.ai/blog/chatgpt-prompts-for-insurance-agents
canonical: https://unlockedcrm.ai/blog/chatgpt-prompts-for-insurance-agents
category: "Product"
published: 2026-09-22
updated: 2026-09-22
last_updated: 2026-09-22
author: "unLocked Team"
publisher: unLocked CRM
source_url: https://unlockedcrm.ai/blog/chatgpt-prompts-for-insurance-agents
summary: "With ChatGPT connected to unLocked CRM, agents can ask about appointments, uncontacted leads, policies, and opportunities, and can create tasks or tag contacts in one sentence."
license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/chatgpt-prompts-for-insurance-agents
source: unLocked CRM — AI CRM for insurance agents
---

# 25 ChatGPT Prompts Insurance Agents Can Run Against Their CRM

## TL;DR

With ChatGPT connected to unLocked CRM, agents can ask about appointments, uncontacted leads, policies, and opportunities, and can create tasks or tag contacts in one sentence.

## Key data points

- unLocked CRM's ChatGPT integration lets agents create tasks, update leads, and tag contacts from a single ChatGPT prompt.

Once ChatGPT is connected, your book of business is one question away.

## Daily planning
- "What appointments do I have today and tomorrow?"
- "List my overdue tasks, oldest first."
- "Which leads came in yesterday?"

## Pipeline
- "Which opportunities are sitting in the Quoted stage?"
- "Show open opportunities over $1,000 in annual premium."

## Clients and policies
- "Find every Medicare client with an Aetna policy."
- "Summarize the last five communications with the Johnson household."
- "Which policies have an effective date next month?"

## Actions
- "Add a follow-up task for Maria Lopez tomorrow at 10am."
- "Tag every client turning 65 in the next 90 days as T65."
- "Update this lead's status to Contacted and log a call note."
- "Book an appointment with David Chen Thursday at 2pm."

## Agent AI
- "Show today's Agent AI call logs that ended in a booked appointment."
- "Draft a new Agent AI script for final expense speed-to-lead."

[Connect ChatGPT](/integrations/chatgpt)

## FAQ

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## Related

- https://unlockedcrm.ai/blog/chatgpt-integration-announcement
- https://unlockedcrm.ai/blog/how-to-connect-chatgpt-to-unlocked-crm

---

Source: [25 ChatGPT Prompts Insurance Agents Can Run Against Their CRM](https://unlockedcrm.ai/blog/chatgpt-prompts-for-insurance-agents) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/chatgpt-prompts-for-insurance-agents.