CHATGPT

releases and paid advertisements to name a few but with ChatGPT, they can become manageable.

Below are three immediate areas that can benefit from the drafting capabilities of ChatGPT.

1) Pipeline prospecting. Agencies generate leads through multiple sources, and managing the opportunities is a full-time job. There is repetition of certain sales activities that can benefit from a formulaic approach to communication.

Using ChatGPT's prompt to enter the agency's brand voice, a description of the sales stage and the intent to sell the prospect based on the appropriate line of business, agents can create a first-draft message for each leg of the nurturing journey that provides a nearly complete email and text communication to the audience.

The oversight and authority of the agent's expertise is still paramount in the process, but creating the prospect communication is assisted by AI.

2) Social media posts. Building a social calendar and posting timely content are not new concepts to agents. However, adding personalization from the agency's voice is often a missed opportunity. Instead of introducing an article with a personalized social caption that announces the agency's point of view, agents often default to hurriedly sharing the article only. This results in low audience engagement and a premature belief that social selling is not a viable strategy.

With ChatGPT, agents can prompt the tool to summarize an article and add appropriate hashtags, emojis and a thought-provoking question that keeps the audience captivated and interactive on the post. ChatGPT's summary is a first draft that agents can edit, but the initial creation rewards users with time.

Notice the recurring theme of “first draft." When agents control the outputs by generating the prompts based on their business intentions, then the guide rails for the agency will be established.

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3) Marketing automation. Thanks to marketing automation technology that connects with and triggers messaging from the policy activity in agency management systems, agents can work with marketing sequences and client segmentation to cross-sell and renew their existing books of business As the agency grows and client books evolve, there is always a need to extend the breadth of communications so that messaging keeps up with the changes in the market.

ChatGPT is a valuable resource to build the first draft of new messaging templates Agents can set up the prompt with specifics about the client segment, the required value proposition and the intended volume and length of messages in the sequence. ChatGPT will return suggested content, and the agent is steps closer to completing the work in less time than beginning from nothing