GaganAI

Free download

20 practice-safe ChatGPT prompts.

Every prompt in this PDF works without a client's name, account number, or personal details. That is the point: useful today, and nothing your regulator, your E&O carrier, or your client would object to. Written for financial advisors, insurance and mortgage brokers, and small accounting firms in Canada.

What's inside

Drafting

  • Plain-language explainer of a product or process
  • Renewal or review reminder in your tone
  • Difficult-news email, softened but clear
  • Onboarding welcome sequence

Summaries

  • Regulator bulletin, summarised for staff
  • Carrier or fund-company update, three bullets
  • Long article to a client-ready paragraph

Meeting prep

  • Agenda from a topic list
  • Questions to ask a new prospect by life stage
  • Objection responses, rehearsed

Client education

  • Seasonal checklist (tax time, renewal season, RRSP deadline)
  • FAQ page draft for your website
  • Social post from an article you wrote

Each prompt comes with a one-line note on what to paste in and what to leave out. The rule that makes all twenty safe: the prompt describes the situation, never the person.

Send me the 20 prompts

One PDF, no follow-up call required.

You'll receive the 20 practice-safe ChatGPT prompts as a PDF, plus occasional emails from GaganAI about using AI safely in a practice. Unsubscribe any time with one click. Sent by 13790126 Canada Inc. o/a GaganAI, Toronto, Ontario — hello@gaganai.com.

Want to know where your practice is already exposed? Take the 2-minute AI Risk Scorecard.