Prompt for Insurance Analysis (Free)

The exact prompt I use to turn a drawer full of policy PDFs into one clear dashboard — now yours to copy. 🌱

I used to know roughly what I paid every month for insurance. I had no real idea what I was actually getting for it — what was protection, what was savings, when anything would pay out, or whether I was over- or under-covered anywhere. So I built a prompt that asks Claude to lay it all out for me, honestly, in plain English.

📋 Policy map — what each policy is actually for, cash value now, future payout, premium, and how it fits your plan 💸 Premium runway — see your annual cash outlay year by year, and exactly when it drops 📅 Payout timeline — every maturity, premium-end date and milestone, in order 🛡️ Protection check — your cover measured against standard guidelines, so you know which layer is thinnest 🚦 Risk flags — locked-in cash, over-reliance on non-guaranteed projections, coverage gaps, called out plainly 💡 What to do next — practical, non-pushy next steps, not a sales pitch

How it works: you'll get a 1-page PDF with the exact prompt to copy, plus a template HTML file. Open a new chat with Claude, attach both the HTML template and your own policy documents (an adviser summary, your insurer's app export, any bonus notices), paste the prompt, and send. Claude reads your documents and builds the dashboard — you don't type a single number by hand.

Works with Claude (claude.ai) — a free account is enough to try it, though attaching multiple documents works most smoothly on a paid plan.

For education only — not financial advice. This organises your own documents into something readable; it isn't a substitute for speaking to a licensed adviser before you surrender or restructure anything.

If it helps you see your own policies more clearly, tell me in my DMs @of.seeds.and.soil — it's how I decide what to build next. 🤎