---
title: "25 Gemini Prompts Insurance Agents Can Run Against Their CRM"
description: "Real prompts that work on your live book of business once Gemini is connected to unLocked CRM."
url: https://unlockedcrm.ai/blog/gemini-prompts-for-insurance-agents
canonical: https://unlockedcrm.ai/blog/gemini-prompts-for-insurance-agents
category: "Product"
published: 2026-10-16
updated: 2026-10-16
last_updated: 2026-10-16
author: "unLocked Team"
publisher: unLocked CRM
source_url: https://unlockedcrm.ai/blog/gemini-prompts-for-insurance-agents
summary: "With Gemini 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/gemini-prompts-for-insurance-agents
source: unLocked CRM — AI CRM for insurance agents
---

# 25 Gemini Prompts Insurance Agents Can Run Against Their CRM

## TL;DR

With Gemini 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 Gemini integration lets agents create tasks, update leads, and tag contacts from a single Gemini prompt.

Once Gemini is connected, your book of business is one question away. The shared API also supports branded quote PDFs, underwriting, scheduled messages, and intake and booking links.

## 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 Gemini](/integrations/gemini)

## FAQ

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## Related

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

---

Source: [25 Gemini Prompts Insurance Agents Can Run Against Their CRM](https://unlockedcrm.ai/blog/gemini-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/gemini-prompts-for-insurance-agents.