Artificial Intelligence is most valuable when it helps you spend less time searching for information and more time building relationships with your clients.
The AI Assistant in Cloven can analyze information stored throughout your CRM—including client records, notes, activities, emails, meetings, tasks, insurance policies, investments, and more—to provide meaningful insights in seconds.
Whether you're preparing for a meeting, reviewing a client's portfolio, or deciding what to work on next, the prompts below can help you get the most out of your AI Assistant.
Before meeting with a client to quickly understand their complete relationship with your firm.
I'm meeting with this client today. Prepare a complete meeting briefing by summarizing their insurance policies, investments, beneficiaries, family details, financial goals, recent meetings, emails, phone calls, notes, open activities, outstanding service requests, and any important life events. Highlight anything that requires discussion and recommend an agenda for today's meeting.
Instead of opening multiple modules to gather information, the AI prepares a comprehensive briefing in seconds. This allows you to walk into every meeting fully informed and focused on delivering value to your client.
During annual reviews, client check-ins, or whenever you're looking for ways to better serve a client.
Analyze this client's current insurance coverage, investments, household information, dependents, life stage, and financial objectives. Identify gaps in their financial plan and recommend cross-selling opportunities, explaining why each recommendation would be appropriate.
The AI reviews the client's financial picture as a whole and identifies products or services that may complement their existing portfolio, helping you uncover opportunities while providing more complete financial advice.
At the beginning of your workday.
Review my clients and identify who should be contacted first today. Prioritize clients with overdue follow-ups, upcoming renewals, pending applications, unanswered emails, recent inquiries, expiring policies, or clients who haven't been contacted recently. Explain why each client deserves priority.
Rather than deciding where to start, the AI builds a prioritized workload based on urgency and client needs, allowing you to focus your time where it matters most.
Before annual or semi-annual client review meetings.
Create a comprehensive annual review summary for this client. Include policy changes, investment performance summaries, completed activities, outstanding recommendations, recent life changes, new beneficiaries or dependents, upcoming renewals, and suggested discussion topics for the meeting.
Preparing annual reviews can take considerable time. This prompt gathers the information into one organized summary, making meeting preparation significantly faster.
Before taking over an account or responding to a long-time client.
Summarize this client's complete relationship with our firm, including all notes, emails, meetings, calls, completed tasks, policy changes, investment activity, service requests, major milestones, and important historical events. Highlight anything another advisor should know immediately.
Instead of reading years of CRM history, you receive a concise overview of everything that has happened throughout the client relationship.
Before submitting applications or during client review meetings.
Review this client's record and identify missing, incomplete, inconsistent, or outdated information. Check contact details, beneficiaries, family information, employment, income, risk profile, investment objectives, insurance coverage, compliance records, and important dates. Recommend what should be updated first.
Maintaining accurate records is essential for both client service and compliance. This prompt helps identify gaps before they become issues.
After completing a meeting or reviewing a client's profile.
Based on this client's products, financial goals, recent interactions, pending activities, and historical relationship, recommend the next best actions I should take over the next 30 days. Prioritize recommendations based on urgency and client value.
Rather than simply presenting information, the AI recommends practical next steps that help you continue moving the client relationship forward.
During weekly planning or monthly portfolio reviews.
Review this client's insurance policies and investments. Identify upcoming renewals, maturing investments, policy anniversaries, scheduled reviews, premium changes, or other servicing opportunities within the next 12 months. Recommend when and how I should contact the client.
Staying proactive strengthens client relationships and ensures important reviews aren't overlooked.
At the beginning of every day or before team meetings.
Summarize my current pipeline by highlighting high-value opportunities, pending applications, stalled deals, overdue activities, upcoming meetings, renewals, referrals awaiting follow-up, and clients requiring immediate attention. Recommend how I should prioritize today's work.
This prompt provides a complete overview of your business, helping you focus on the work that will have the greatest impact.
Immediately before making a phone call or replying to a client.
Give me a concise executive summary of this client's relationship with our firm. Include their primary insurance and investment products, household information, financial goals, recent interactions, open activities, upcoming commitments, and any risks or opportunities I should be aware of before speaking with them.
Within seconds, you'll have the context needed to confidently engage with the client without manually reviewing their record.
As part of your weekly or monthly client retention strategy.
Analyze my client portfolio and identify clients who may be at risk of disengagement. Consider the time since last contact, overdue follow-ups, unresolved service requests, policy lapses, inactive investments, unanswered emails, cancelled meetings, or declining engagement. Rank them by urgency and recommend the best outreach strategy for each.
Strong client relationships require proactive communication. This prompt helps identify clients who may benefit from timely outreach before they become disengaged.
To maximize the quality of the AI Assistant's responses, keep these best practices in mind:
Many advisors already spend time reviewing notes, searching for emails, checking activities, and planning follow-ups. With the AI Assistant, these routine tasks can often be completed in seconds.
By incorporating these prompts into your daily workflow, you can:
The more you use the AI Assistant, the more naturally it becomes an extension of your daily workflow—helping you spend less time searching for information and more time building lasting client relationships.