These prompts are designed for current Breeze Assistant behavior in HubSpot. They work best when they include a direct task, clear context, an explicit output format, and a defined search focus such as the exact records, pipelines, files, lists, or date ranges to use. Breeze is especially useful when it is asked to analyze CRM activity, summarize relationships, prepare for meetings, identify trends, draft follow-up communications, and help structure workflow logic.
For insurance, Breeze is particularly effective when used for relationship intelligence, renewal and retention analysis, claims or service trend analysis, broker and policyholder meeting prep, underwriting or submission coordination, and workflow design inside the CRM. That makes it a strong fit for Life & Health, Property & Casualty, and Reinsurance teams managing complex accounts, renewal cycles, service requests, and multi-stakeholder relationships.
Insurance also has several nuances that make tailored prompts especially valuable. In Life & Health, policyholder service history, renewal timing, and benefits-related questions often shape retention and cross-sell opportunities. In Property & Casualty, claims activity, exposure changes, renewal complexity, and certificate or service requests can signal account risk or expansion potential. In Reinsurance, the work is often more relationship-driven and transaction-heavy, involving cedents, brokers, treaty structures, deadlines, and layered stakeholder coordination. The prompts below are written to reflect those realities.
Use your portal’s exact pipeline names, stages, policy types, account segments, lists, property names, and service categories in the brackets below. That will usually improve output quality and make the results more actionable.
10 Breeze-optimized prompts for Insurance
1) Renewal meeting prep brief
Best for account managers, producers, brokers, and service teams preparing for a renewal or review meeting.
Prepare me for my meeting with [CONTACT NAME] at [COMPANY OR HOUSEHOLD NAME]. Use the contact, company, associated deals, notes, emails, calls, meetings, tickets, and the last 12 months of activity in HubSpot. Give me: 1. a 1-paragraph relationship summary, 2. the client’s likely priorities based on recent interactions, 3. open service issues, claims-related concerns, or unresolved requests, 4. coverage or account expansion opportunities suggested by CRM activity, 5. 5 smart questions I should ask in the meeting, 6. a concise follow-up email draft I can send after the meeting. Write this for an insurance professional preparing for a high-value client or broker conversation. Keep it concise and professional.
2) At-risk renewal scan
Useful for identifying accounts that may be vulnerable ahead of renewal.
Review our [LIFE & HEALTH / P&C / REINSURANCE] accounts and opportunities. Identify the top 20 relationships or renewals that appear at risk based on: - no recent meeting or call activity in the last [60/90/120] days, - open service tickets or unresolved requests, - recent notes mentioning pricing concerns, claims dissatisfaction, coverage questions, or competitive pressure, - overdue tasks, - missing next steps on associated renewal opportunities, - renewal date approaching within [X] days without a clear action plan. For each at-risk relationship, provide: - why it appears at risk, - latest meaningful interaction, - recommended next best action, - a short outreach draft for the account owner. Output as a prioritized list from highest to lowest risk.
3) Claims and service issue trend analysis
Strong fit for service leaders and account teams looking for patterns that affect retention and client experience.
Analyze tickets, feedback, notes, and service conversations from the last [90/180] days for [CLIENT SEGMENT OR LINE OF BUSINESS]. Cluster the top issues into categories such as: - claims handling, - billing and premium questions, - policy changes and endorsements, - certificate requests, - benefits questions, - renewal confusion, - underwriting or submission delays, - coverage clarification. For each category, provide: - issue summary, - likely root cause, - representative examples, - whether this looks like a knowledge gap, process gap, staffing gap, or carrier coordination gap, - the likely impact on retention or client satisfaction, - a recommended action for the team. Keep the output practical for an insurance service and account management team.
4) Cross-sell opportunity scan by coverage gap
Useful for surfacing account expansion opportunities based on current coverage relationships and service history.
Review existing customers and active relationships tied to [CURRENT POLICY, COVERAGE, OR PROGRAM] but not [TARGET POLICY, COVERAGE, OR PROGRAM]. Use CRM history, associated deals, notes, meetings, tickets, claims-related conversations, and engagement activity to identify the top 15 cross-sell candidates. For each candidate, provide: - why they are a fit, - which signals support the recommendation, - likely angle for the conversation, - any service or claims issues to address first, - a personalized outreach draft for the producer or account manager. Focus on relationship and sales signals in the CRM. Do not make legal, actuarial, underwriting, or claims settlement decisions.
5) Life & Health retention and lapse prevention review
Tailored for teams managing policyholder retention, benefits communication, and renewal continuity.
Analyze our [LIFE / HEALTH / EMPLOYEE BENEFITS] accounts and policyholder relationships with upcoming renewal or review dates in [DATE RANGE]. Identify which accounts are most at risk of lapse, non-renewal, reduced participation, or service dissatisfaction based on: - low recent engagement, - unresolved service issues, - billing or premium concerns, - benefits questions that were not fully answered, - missed follow-up tasks, - notes suggesting confusion, frustration, or shopping behavior. For each account, provide: - the likely retention risk, - the main reason for that risk, - the next best action, - suggested talking points for outreach, - a short retention-focused email draft. Start with an executive summary, then provide the account-by-account breakdown.
6) Property & Casualty renewal complexity review
Especially useful for commercial P&C teams handling larger, multi-line, or more service-intensive accounts.
Review open renewal opportunities in pipeline [PIPELINE NAME] with effective dates in [DATE RANGE]. Flag which accounts appear most complex or most likely to experience renewal friction based on: - multiple lines of coverage, - recent claims activity noted in CRM, - open service requests, - unresolved exposure or underwriting questions, - missing documents or information, - stage duration, - lack of recent stakeholder engagement, - notes indicating pricing pressure or carrier concerns. For each at-risk renewal, show: - current stage, - why it appears complex or vulnerable, - what information is missing, - the best next move, - a suggested owner action for this week. Start with an executive summary, then provide the account-by-account breakdown.
7) Reinsurance relationship and treaty process briefing
Tailored for reinsurance teams managing cedents, brokers, treaty negotiations, and renewal cycles.
Prepare a briefing for [CEDENT / BROKER / COMPANY NAME] and the opportunity [TREATY, PROGRAM, OR DEAL NAME]. Use the company, associated contacts, notes, emails, meetings, calls, files, and all associated deals in HubSpot from the last [TIMEFRAME]. Provide: 1. a concise relationship and transaction summary, 2. key stakeholders and their likely interests, 3. open questions, negotiation points, or process issues mentioned in notes, emails, or meetings, 4. risks that could slow placement, renewal, or execution, 5. 5 smart questions for the next internal or external meeting, 6. a concise internal follow-up summary for the team. Write this for a reinsurance team coordinating a live relationship, renewal, or placement process.
8) Submission and underwriting coordination scan
Helpful for identifying where submissions or underwriting-related opportunities may be stalled.
Analyze open opportunities in pipeline [PIPELINE NAME] involving [LINE OF BUSINESS OR PROGRAM TYPE]. Flag which opportunities are most likely to stall based on: - missing information, - incomplete submission materials, - overdue internal or external tasks, - long stage duration, - low recent activity, - unanswered underwriting or coverage questions, - notes suggesting delays with brokers, carriers, or insureds. For each flagged opportunity, provide: - current stage, - why it appears stalled, - what information or coordination is missing, - the best next move, - a suggested owner action for this week. Show the results in priority order from most urgent to least urgent.
9) Closed-lost pattern analysis for insurance opportunities
Useful for producers, growth leaders, and practice heads looking to improve win rates.
Review all closed-lost deals in pipeline [PIPELINE NAME] from the last [6/12] months. Group the losses by: - line of business, - account segment, - objection themes, - competitor or incumbent mentions, - stage where the deal was lost, - common missing content, service follow-up, carrier options, or stakeholder engagement. Then tell me: 1. the top 5 loss patterns, 2. what we should change in our sales or renewal process, 3. what content or enablement assets we appear to be missing, 4. 3 actions we should take this quarter to improve win rate. Write this for an insurance sales, production, or growth leader.
10) Workflow builder for renewal risk or service escalation
A strong operational use case for account management, service, and renewal teams.
Build a workflow for [PIPELINE NAME OR TICKET PIPELINE NAME]. Goal: identify insurance accounts or service issues that are stalled, at risk, or approaching renewal without the right follow-up. Criteria: - renewal opportunity has been in [STAGE NAME] more than [X] days with no next step, OR - no activity in [Y] days on an account with renewal date within [Z] days, OR - ticket priority is [HIGH] and no owner response in [X] hours, OR - service issue is open for [X] days on an account tagged [SEGMENT, LINE OF BUSINESS, OR CLIENT TYPE], OR - notes contain signals of pricing pressure, claims dissatisfaction, or shopping behavior. Create a workflow with: - enrollment triggers, - if/then branches, - internal notification, - owner task creation, - internal note summarizing likely risk, - optional client or broker follow-up draft, - exit criteria, - suppression logic to avoid duplicates. Show the workflow in a clear step-by-step structure.
Two practical notes
Sensitive data note
Insurance teams should be careful not to paste highly sensitive information directly into prompts. That includes policy numbers, claim details that should remain restricted, protected health information, personally identifiable financial or medical information, nonpublic underwriting details, reinsurance placement specifics, and confidential legal or coverage dispute materials. Breeze is most useful when it is pointed at the right CRM records and activities without exposing more regulated or confidential detail than necessary.
How to get the most out of Breeze Assistant
For the best results, use the exact pipeline name, stage, line of business, client segment, date range, and service category in the prompt. Ask for a specific output shape such as a prioritized list, executive summary, account-by-account breakdown, outreach draft, or workflow structure. The more closely the prompt matches the way the insurance team actually organizes accounts, renewals, claims-related service work, and opportunities inside HubSpot, the more useful and actionable the output will be.
