Get ready for an insurance quote: a sheet of what to list and a list of questions to ask your broker

The problem

When a window cleaner asks what insurance costs, the first call or form asks about the work, the height you reach, how you get there, turnover, staff, kit and past claims, and people who have not got those answers to hand end up guessing or going back later. Two brokers’ own pages list the same kinds of detail. AI can lay out a blank sheet from the headings you give it, and a list of plain questions you can put to the broker. It never sees your turnover, claims or customer details, it does not say what cover you need, and it does not tell you what to buy: the broker and insurer advise on that, and a client’s contract may set its own limit.

What AI does

AI lays out a blank sheet for the details an insurance quote may need, plus impartial questions for a broker, from headings you choose. It knows nothing about your insurer or cover; what to buy is for you and your broker.

Time

The steps, in short

1. Write your own headings for what an insurer may ask about.
2. Have AI lay out the blank sheet and impartial questions.
3. Remove anything that doesn't apply, then fill in the sheet from your records.
4. Take it to your broker and ask your questions.

A short sample prompt

I'm a sole-trader window cleaner in [nation]. From my headings below, lay out a blank sheet for gathering insurance quote details, plus impartial questions for a broker. No advice. Headings: [list]