{"id":"sales-insurance-renewal-reminder-no-rate-promise","audience":"small-business","category":"sales-work","technique":"constraints","track":"sales","level":"intermediate","title":"Remind a client of their policy renewal without promising a rate","free":false,"task":"Write a renewal reminder email from an insurance agency to a client. Plain text under 90 words, subject line first, starting \"Hi Mrs. Alvarez,\". State the renewal date and the 3 things you need from her by Nov 25, and say the renewal quote comes from the carrier after review. Do not promise or estimate the new premium, and do not say the rate will \"stay the same\" or \"go down\".","materialLabel":"Policy file (attached to your prompt automatically)","material":"Client: Rita Alvarez, owner of Alvarez Family Bakery. Agent: Joel Park at Harborline Insurance Agency.\nPolicy: Business owner's policy, renews Jan 1 2027. Current annual premium $3,240.\n\nWhat the carrier needs by Nov 25 for renewal underwriting: (1) updated annual sales figure, (2) list of any equipment bought in 2026 over $5,000, (3) confirmation of the number of employees.\nTimeline: the carrier sends the renewal quote about Dec 10; the agent reviews it with the client.\n\nDo not: estimate next year's premium, say it will be the same or lower, or discuss coverage changes (agent will do that after the quote).\nRita's previous message: 'Please don't surprise me with a big increase.' (Joel cannot promise this.)","rules":[{"type":"maxWords","max":90},{"type":"plainText"}],"mistakes":[{"title":"Promising the rate","why":"The AI reassures her that the premium won't jump.","fix":"Add: \"Don't promise or estimate the premium.\"","checks":["r2"]},{"title":"Missing the list","why":"The AI says 'some information'.","fix":"Add: \"List the 3 items needed by Nov 25.\"","checks":["r1"]},{"title":"Wrong dates","why":"The AI confuses the renewal and deadline.","fix":"Add: \"Renewal Jan 1 2027; items due Nov 25.\"","checks":["r0"]},{"title":"Long email","why":"The AI writes headings and bold.","fix":"Add: \"Plain text under 90 words.\"","checks":["maxWords","plainText"]}],"promptHints":[{"label":"Sets the opener","patterns":["hi mrs\\. alvarez","subject"]},{"label":"Lists the three items","patterns":["three","sales figure","equipment","employees"]},{"label":"States the dates","patterns":["jan(uary)? 1","nov(ember)? 25","dec(ember)? 10"]},{"label":"Bans premium promises","patterns":["don.t promise","estimate","premium"]},{"label":"Limits length","patterns":["under 90"]}],"hint":"Ask for the dates, the three items and a ban on promising or hinting at the premium.","rubricLabels":["Line 1 starts with \"Subject:\" and the body starts with \"Hi Mrs. Alvarez,\" and states the Jan 1 2027 renewal date","Lists exactly the three items needed by Nov 25 (annual sales figure, equipment over $5,000 bought in 2026, number of employees)","Says the renewal quote comes from the carrier around Dec 10, and does not promise, estimate or hint at the new premium (not same, lower or higher)"]}