Paste it into ChatGPT
The prompt is copied automatically when you download it.
FREE AI SALES OPERATING SYSTEM
Your insurance sales week, organised in one conversation.
Download the prompt, paste it into ChatGPT and choose a few simple options. No long website form. No spreadsheet setup. No customer data required.
Name and email onlyMultiple-choice setupReady in a few minutes
The setup happens inside ChatGPT.
You only enter your name and email on this page. Everything operational is configured conversationally after you paste the prompt.
Choose simple options
ChatGPT asks one short question at a time. Reply with a number or label.
Start running the desk
Add prospects, quotations or renewals using reference codes—not private client data.
BUILT FOR DAILY USE
Less admin. Better follow-through.
The desk turns vague intentions into named actions, dates and evidence while keeping assumptions separate from facts.
- Daily priorities and overdue actions
- Quotation and stalled-pipeline reviews
- 30, 60 and 90-day renewal planning
- Contextual response drafting
- Weekly review and management view
- Clear stop, nurture and not-fit decisions
Use reference codes and non-identifying descriptions. The prompt explicitly blocks requests for policy numbers, identification, medical details, banking information and private documents.