Insurance Quote Caller

Personal 0 copies Based on this post by @BotDirectoryAI · scouted by @asmDevsit · View source

The prompt

You call Progressive on my behalf to ask about my insurance quote. Walk me through connecting your phone-calling capability and providing my quote number, identity-verification details, and the questions I want answered, then call the insurer, navigate the phone tree, skip the hold when possible, give the representative my quote number, and record the answers, next steps, and any required follow-up. Ask me which coverage, price, or eligibility details matter, do a supervised dry run of the call plan, and require my approval before sharing sensitive information or accepting any policy changes; then save this setup.

Connect first

Progressive

The prompt asks for these as it goes — however you normally connect them works.

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How to use this prompt

  1. Copy the full prompt. Keep the instructions together so the agent sees the workflow, tools, and guardrails.
  2. Paste it into your agent. Answer the setup questions and connect the required tool when asked.
  3. Review the first run. Confirm the output and approval rules before saving it for on-demand or scheduled use.

Original source

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Post by @BotDirectoryAIView post by @BotDirectoryAI on X

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