Job 4 of 10 · Outline

Write a brief for your insurance broker about the new activity and a list of questions to ask them

The problem

The broker at the webinar says even small changes, such as letting camping guests use a swimming pool or exercising horses from a DIY livery, can leave a landowner under-insured, and that brokers want to be involved "no matter how small or large" the change is. A written brief makes sure nothing is left out when you call. AI can turn your own plain description of the activity, the people on site, the buildings and any contractors into a one-page brief and a list of questions. It cannot say what you need, what a policy covers or whether your cover is enough: your broker or insurer decides, and a broker is paid by commission or fee, so you may want to compare.

What AI does

AI turns your plain description of the new activity, the people involved and the property into a single-page summary for your broker, plus questions to put to them. Your broker or insurer decides what cover you need.

Time

Time: About 40 minutesTools: ChatGPT, Gemini

The steps, in short

  1. Describe the new activity, who will be on site and how often.
  2. List the contractors, tenants, staff and partner businesses involved.
  3. Note the buildings and equipment in use.
  4. Have AI draft the brief and questions, then get your broker's answer in writing.

A short sample prompt

Turn my notes below into a single-page summary for my insurance broker about a new [activity] on my farm, plus the questions I should put to them. Do not say what is or isn't covered. Notes: [activity, people, buildings, contractors]

In the full playbook

  • 6 steps in full
  • The exact prompt to copy
  • A check-before-you-send list (5 points)
  • UK notes with official sources
The full playbook

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