CoPilot Prompts for Insurance Brokers
Best ways to use Microsoft Copilot (with Microsoft 365)
You can use COPILOT effectively, especially tailored for productivity in consulting, marketing, admin work, and content creation:
Productivity Use Cases for Copilot in Microsoft 365
1. Copilot in Word – Drafting, Summarising, and Refining Documents
- Generate first drafts from prompts like:
“Write a marketing strategy for a plastic surgery clinic in Sydney focused on skin treatments.” - Summarise long documents with prompts like:
“Summarise this 5-page proposal into key takeaways with action points.” - Rewrite or simplify content using prompts such as:
“Rewrite this section for a Grade 7 reading level for patients.” - Insert facts or content from other files:
“Pull stats from the sales spreadsheet and insert into this proposal.”
2. Copilot in Outlook – Smarter Email Handling
- Summarise long email threads and extract action items.
- Draft professional replies quickly. Example:
“Reply to this email, confirming attendance and requesting the agenda.” - Clean up inbox clutter by summarising unread threads or organising by priority.
3. Copilot in Excel – Data Analysis and Visualisation
- Quick insights:
“Summarise this data and highlight trends in surgical bookings by location.” - Create pivot tables and charts automatically:
“Build a bar chart comparing revenue for each surgeon over the last 6 months.” - Forecasting:
“Predict monthly consultation growth based on last year’s data.”
4. Copilot in PowerPoint – Create Presentations in Seconds
- Turn Word docs into slides:
“Create a 10-slide deck from this blog post.” - Summarise meeting notes into presentations with visual suggestions.
- Design support: Request better formatting, themes, and animations.
5. Copilot in Teams – Real-Time Meeting Help
- Auto-generate meeting summaries with decisions and action points.
- Ask for clarifications during meetings:
“What did Sarah say about the July marketing budget?” - Catch up on missed parts:
“Summarise what I missed in the last 10 minutes.”
Best Practices for Maximum Value
- Use clear prompts – The more specific your request, the better the result.
- Reference documents – Mention or attach files for Copilot to extract from.
- Iterate – Ask for rewrites, simplifications, or expansions:
“Now rewrite this with a friendly tone” or “Add 3 more points about Google Ads”. - Use in Chat mode – Use natural language Q&A across your documents, spreadsheets, and email threads.
Sample CoPilot Prompts for Insurance Brokers
Here is a tailored Copilot prompt library designed for an Insurance Broker, focused on productivity, client communication, compliance, insurance quoting, and reporting.
Here’s a preview of key prompt categories. Let me know if you’d like this in a downloadable PDF or Excel format.
Copilot Prompt Library for MGA Insurance Brokers
(Suitable for Microsoft 365 Copilot – Word, Excel, Outlook, Teams, PowerPoint)
Client Communication & Sales Support
- “Draft a client email explaining the renewal terms for a commercial property insurance policy in plain language.”
- “Summarise this client file (attach PDF) into key cover details, exclusions, and renewal dates.”
- “Create a templated follow-up email for new business quotes that haven’t converted within 14 days.”
- “Write a professional LinkedIn message for a cold outreach to a business owner about risk cover options.”
Quote & Policy Management
- “Generate a checklist for all documents needed for a new SME business insurance policy.”
- “Summarise this quote comparison sheet into a recommendation for the best-value policy.”
- “Compare risk exposures for these two clients and suggest what endorsements may be needed.”
- “Create a policy summary document from this insurer PDS (attach file).”
Compliance & Risk
- “Write a compliant statement of advice summary for a farm insurance policy.”
- “Summarise key ASIC or APRA regulatory updates in this Word document into action items.”
- “List all key risk factors from this client’s risk profile that may affect cover.”
- “Create an internal checklist for compliance review of a new policy issue.”
Reporting & Team Productivity
- “Build a monthly productivity dashboard from this Excel file of broker KPIs.”
- “Summarise top 5 reasons for policy lapses last quarter from this dataset.”
- “Turn this performance review doc into a slide deck with key results and goals.”
- “Draft a team briefing note on monthly sales, challenges, and upcoming goals from this email thread.”
Marketing & Content
- “Generate 5 blog topics we could use to attract small business owners in (our location).”
- “Write a short social media post promoting business interruption insurance, referencing this case study.”
- “Create a one-pager flyer explaining cyber insurance in simple terms for SME clients.”
- “Summarise this PDF case study into 3 bullet point benefits and a customer testimonial quote.”
Microsoft Teams & Meeting Support
- “Summarise today’s sales meeting with decisions, who’s doing what, and due dates.”
- “Generate minutes and a follow-up email from this Teams meeting transcript.”
- “List questions asked in this client onboarding call and summarise answers into CRM fields.”
- “What were the action items from our last client renewal strategy session?”