Prospect consultation and coverage-needs capture
For prospect consultation and coverage-needs capture, define the required context, classification rules, and duplicate or missing-data checks before work enters the operating queue.
FREE CLAUDE & CODEX PLUGIN TEMPLATE
Insurance Agent CRM System PRD Template
A real SOT-based Insurance Agent CRM System PRD template connecting prospect consultation and coverage-needs capture, client, consultation, policy, and renewal-date lookup, consultation assignment, quotation, post-policy service, and renewal-notice handling, consultation, policy, renewal conversion, and activity reporting.
View source on GitHub · MIT licensed
USE CASE
Who this template is for
Teams designing an internal operations system for insurance agent managing consultations and renewals and insurance sales operations coordinator
CONTENTS
What the template includes
- Prospect consultation and coverage-needs capture
- Client, consultation, policy, and renewal-date lookup
- Consultation assignment, quotation, post-policy service, and renewal-notice handling
- Consultation, policy, renewal conversion, and activity reporting
VIBESPEC VIEWER
See the plan in VibeSpec
Each screen is generated from the public SOT included with this template.
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How to use and adapt this Insurance Agent CRM System
This Insurance Agent CRM System connects prospect consultation and coverage-needs capture, client, consultation, policy, and renewal-date lookup, consultation assignment, quotation, post-policy service, and renewal-notice handling, and consultation, policy, renewal conversion, and activity reporting in one SOT-based planning document. Use the complete HTML to review and share the plan, then adapt the SOT JSON with the VibeSpec plugin in Claude or Codex.
What this Insurance Agent CRM System actually includes
Client, consultation, policy, and renewal-date lookup
For client, consultation, policy, and renewal-date lookup, keep status, owner, priority, and change history together so the team can find the complete operating context.
Consultation assignment, quotation, post-policy service, and renewal-notice handling
In consultation assignment, quotation, post-policy service, and renewal-notice handling, connect assignment, approval or rejection, exception handling, and completion confirmation as one accountable workflow.
Consultation, policy, renewal conversion, and activity reporting
Use consultation, policy, renewal conversion, and activity reporting to track due dates, bottlenecks, exceptions, and completion outcomes by team, period, and operating category.
Policy, access, and integration foundations
Set the role-based access, audit history, notifications, and external-system boundaries that Insurance Agent CRM System needs to operate safely.
Start in three steps, even without planning experience
1. Review the complete HTML with your team
The download opens in a browser without setup. Compare the PRD, feature specification, screen structure, and user flow with the work your team does today.
2. Name your operating rules
Write down real user roles, required data, approval rules, exceptions, and success metrics. Start with the core flow from prospect consultation and coverage-needs capture through consultation assignment, quotation, post-policy service, and renewal-notice handling.
3. Give the SOT JSON to VibeSpec
Attach the SOT JSON in Claude or Codex with the VibeSpec plugin and describe the change in plain language. VibeSpec keeps requirements, features, screens, and user flows connected.
Adapt this Insurance Agent CRM System for your team
Rename terms and states first
Replace the template vocabulary, states, and classification with the terms your team uses. Keep prospect consultation and coverage-needs capture and client, consultation, policy, and renewal-date lookup consistent.
Make roles, approvals, and exceptions explicit
Define who registers, reviews, approves, processes, and confirms completion, plus the conditions that trigger rejection or reprocessing in consultation assignment, quotation, post-policy service, and renewal-notice handling.
Keep screens, metrics, and integrations connected
Decide what consultation, policy, renewal conversion, and activity reporting should measure, then connect any SSO, messaging, or adjacent-system integration to the related screens and user flow.
Capabilities to add next
Automation and notifications
Create a separate Insurance Agent CRM System initiative for due-date alerts, owner assignment, approval reminders, and exception follow-up.
External-system integrations
Before connecting Insurance Agent CRM System to source data or adjacent systems, define synchronization cadence, failure handling, access boundaries, and audit records.
Operations analytics
Extend Insurance Agent CRM System with team, period, and category analysis plus action rules for deteriorating completion or service levels.
Prompts you can use with VibeSpec
Adapt it to our terminology and roles
Adapt this Insurance Agent CRM System for our team. Ask about our user roles, states, required fields, and approval steps first, then update the requirements, screens, and user flows together.Simplify it into an MVP
Reduce this Insurance Agent CRM System to an MVP that keeps prospect consultation and coverage-needs capture, client, consultation, policy, and renewal-date lookup, and consultation assignment, quotation, post-policy service, and renewal-notice handling. Move automation and external integrations into separate initiatives.Add operations automation
Create a separate initiative on top of this Insurance Agent CRM System for due-date alerts and automatic owner assignment. Keep the connection to the existing screens and user flow.Insurance Agent CRM System FAQ
Can I use this template without development experience?
Yes. The complete HTML opens in a browser for review and sharing. To adapt the plan, attach the SOT JSON to Claude or Codex with the VibeSpec plugin and describe the change in plain language.
What is included in this planning template?
It includes prospect consultation and coverage-needs capture, client, consultation, policy, and renewal-date lookup, consultation assignment, quotation, post-policy service, and renewal-notice handling, and consultation, policy, renewal conversion, and activity reporting, plus foundations for access, audit history, notifications, and integrations.
What is the difference between the HTML and SOT JSON downloads?
The HTML is a complete planning document for reading and sharing. The SOT JSON is source data that VibeSpec can update while keeping requirements, features, screens, and user flows connected.
How should I add a new capability?
For a discrete capability such as automation, integration, or additional analytics, create and review a separate initiative before changing the product plan broadly.
WORKFLOW
Use it with VibeSpec
- Open the complete HTML file to review or share it immediately.
- Download the SOT JSON and load it in the VibeSpec viewer.
- Adapt the features, screens, and flows for your team.