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AI for Life Insurance Agent
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  3. How-To Guide: Set Up ChatGPT as Your Prospecting Content Engine
1
of 4— Set up Custom Instructions

What you'll accomplish

By the end of this guide, you'll have ChatGPT configured to produce a full week of prospecting content in 10 minutes — LinkedIn posts, follow-up emails, referral requests, and objection responses — all tuned to your voice and target market. Instead of staring at a blank page, you'll have a content engine you can run every Monday morning.

What you'll need

  • A free ChatGPT account at {{tool:ChatGPT.url}} (Custom Instructions work on the free plan)
  • 30 minutes to set up and test
  • Cost: Free

How-To Guide: Set Up ChatGPT as Your Prospecting Content Engine

Step 1: Set up Custom Instructions

  1. Go to {{tool:ChatGPT.url}} and sign in
  2. Click your profile icon (bottom-left corner) → Customize ChatGPT
  3. In the first box ("What would you like ChatGPT to know about you?"), paste and customize:
Copy and paste this
I'm a life insurance agent specializing in [your focus: "term and whole life for families", "final expense for seniors", "life and disability for business owners"]. My target clients are [describe: "families with young children aged 30-45", "small business owners", "pre-retirees"]. I'm an independent agent / I work with [carrier or IMO name if you want]. My communication style is [warm and personal / professional and direct / casual and approachable].
  1. In the second box ("How would you like ChatGPT to respond?"), paste:
Copy and paste this
Write in a warm, professional tone appropriate for a life insurance agent building trusted relationships. Keep emails under 150 words. Keep social posts under 200 words. Never sound salesy or high-pressure. For prospecting content, focus on educating and adding value, not pushing for a sale. When writing objection responses, make them feel natural — not like a script someone is reading from.
  1. Click Save

What you should see: ChatGPT immediately starts producing better, more targeted content on your first prompt.

Tools:ChatGPT