Be the first helpful voice
Before hurricane, hail, or wildfire season, most clients don't think about their insurance until it's too late. A timely, useful message positions you as a trusted advisor instead of just a bill.
Pre-season checklist
Ask AI to create a short preparedness checklist you can send to homeowners. Good items include:
- Take photos or video of each room and valuable items
- Store important documents somewhere safe and accessible
- Know your deductible, including any separate wind or hurricane deductible
- Save your agent's and carrier's claims contact information
- Review whether you have flood coverage, which is usually separate
Make sure each item matches the risks in your area.
Coverage review invitations
Use AI to draft a friendly message inviting clients to a quick coverage review before the season starts. Keep it educational and avoid fear-based language. The goal is preparation, not pressure.
After the storm
Have a short check-in message ready to send after a major weather event. AI can help you write one that asks whether they're safe, explains how to report a claim, and reminds them to document damage before cleanup when it's safe to do so.
Social posts for the community
Turn your checklist into a few social media posts. Helpful local content often gets shared widely during weather events, which brings in new prospects naturally.
Accuracy matters
Check every message against your carriers' guidance. Never state that something is or isn't covered without reviewing the specific policy.
Want This Set Up For You?
AI Business Growth configures ChatGPT, Claude, and simple automations for service businesses, then trains your team to use them. Start with a free evaluation, or see how we approach AI for insurance agencies.
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