What the source did
- His bot reminded him that his home and household insurance policy was renewing and the price had gone up.
- He told it to find alternatives. It came back with a much better price.
- He had hooked xAI voice up to his EA bot and had it call his current insurer. The bot got them on the line and showed them the new prices, and the insurer dropped his annual renewal by $2,500. "10min in total."
- Others reported the same play that week:
- - Robbie Hodge (@RobbieHodge) gave his Grok Bot a screenshot of his current home and auto insurance and told it to price shop. It researched, compared the coverages, emailed his agent and handled the conversation: "nearly $2k/yr saved, and higher coverages."
- - Jay Mills (@JayMills704) says his "CFO" bot reviewed his home and auto insurance, emailed his agent and negotiated, and also reviewed his subscriptions: $2,822 a year in total, insurance and subscriptions combined.
- - Alex Porrett (@AlexPorrett): "Saved me $3500/year on property insurance across my rental portfolio (with more coverage)".
- Heads-up: all four are small posts (0 likes when we checked), and the amounts are as each person stated them. Nobody shared a template, so the prompt below is ours.
“@bot saved me $2500 on my home and household insurance today.”— Jaco (@jacoveldsman), X
Summary written by Agent Cookbook from the original post. See the original for the full context. How we source recipes
Our notes
- What it takes
- Grok Bot, your current policy documents or a screenshot, and email to reach your agent or insurer. He used xAI voice hooked up to his EA bot for the call. Nobody shared a template; ours is built from his post and three others' reports.
- Where it breaks
- Comparing on price alone instead of coverage line by line (deductibles, limits), and a bot that calls without saying it's an AI assistant calling for you.
- Human checkpoint
- You approve every email and call, and you make the switch or sign yourself.
- Tools involved
- Grok Bot, Your current policy documents or a screenshot of them, Email (to reach your agent or insurer)
✓ Verified Source link checked and still live. Notes by Thomas, editor. How we verify
Copy the prompt
Ours Our version, built from his post and others' reports. He shared no template. Fill in the [BRACKETS].
Help me shop my insurance renewal. Do not contact anyone yet.
I'm giving you my current policy documents (or a screenshot) and the renewal notice.
1. Summarize my current policy: insurer, renewal price, old price, and every coverage line (limits, deductibles, what's covered and excluded).
2. Find alternative quotes for the same cover.
3. Compare them to my current policy line by line: deductibles, limits, exclusions and price. Don't compare on price alone. Flag any quote with lower cover.
4. Pick the best-value options and explain the trade-offs in plain words.
5. Draft a short email to my current agent or insurer: my renewal went up, here are the alternatives with comparable or better cover, can you match or beat them?
6. If I ask you to make a call, first write the script. It must open by saying you are an AI assistant calling on my behalf.
Show me the comparison and the drafts, then stop. Never send an email, make a call, accept a quote, cancel a policy or sign anything without my explicit yes for that specific step.
Approval rule
🛡
In our version the bot compares and drafts. You approve every email and any call, and you make the switch or sign yourself. Sending, buying, posting, and deleting always need a human.
Set it up
- When a renewal notice comes in, upload it with your current policy documents (Robbie Hodge used a screenshot).
- Paste the prompt and check the comparison table line by line.
- Approve, edit or reject the draft email to your agent or insurer, and send it yourself or approve it being sent.
- If your setup does voice calls, read the script first and make sure it says up front that it's an AI assistant calling for you.
- If your insurer matches or you decide to switch, accept the offer or sign the new policy yourself.
Common failures
⚠
- Comparing price only. Robbie Hodge and Alex Porrett both say they got more cover too; check deductibles and limits, not just the total.
- Letting the bot send or call unchecked. Approve every email and call first.
- Not saying it's an AI on calls. If the bot calls, it should say it's an AI assistant calling for you before anything else.
- Mixing up savings. Jay Mills' $2,822 includes a subscriptions review, not just insurance.
Variations
- Start from a screenshot of your current policy, as Robbie Hodge did.
- Let it negotiate by email with your agent instead of calling, as Robbie Hodge and Jay Mills did.
- Run it across several properties. Alex Porrett did it for his rental portfolio.
- Add a subscriptions review in the same pass, as Jay Mills' "CFO" bot did.
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