of 5— Open Claude and set your role context

What you'll accomplish

By the end of this guide, you'll have a library of plain-language educational documents — policy explainers, product comparison guides, FAQ sheets, and leave-behind materials — that you can email to prospects before appointments, send during underwriting wait times, and use as leave-behinds after presentations. These documents make you look professional and help prospects understand what they're buying.

What you'll need

A free Claude account at claude.ai (Claude Pro recommended for longer documents)
Your core product knowledge — which products you sell most frequently
45–60 minutes for your initial library; 10 minutes per additional document
Cost: Free (Claude free tier); Claude Pro = {{tool:Claude.price}}

How-To Guide: Build a Client Education Library

Step 1: Open Claude and set your role context

Go to claude.ai, start a new chat, and set up your context:

Copy and paste this

I'm a life insurance agent helping clients understand their coverage options. I need to build a library of educational documents that explain insurance concepts in plain language. My typical clients are: [describe — e.g., "families aged 30-50, some small business owners, and seniors looking at final expense"].

Please write documents that:
- Use simple, non-technical language
- Use real-life examples with made-up dollar amounts
- Avoid jargon unless explained immediately after
- Are 300-500 words unless I ask for longer

Tools:Claude