P
AI for Insurance Underwriter
1
of 5

What you'll accomplish

By the end of this guide, you'll have ChatGPT configured with your underwriting context permanently — your company type, lines of business, typical accounts, and writing standards — so you never have to re-explain your context at the start of every new conversation. Every ChatGPT session starts with an AI that already knows you're an underwriter.

What you'll need

  • A ChatGPT account (free account works; Plus gives better results)
  • 15 minutes to write your custom instructions once
  • Cost: Free (ChatGPT free account is sufficient)

How-To Guide: Set Up ChatGPT Custom Instructions for Underwriting Voice

Step 1: Open Custom Instructions

In ChatGPT, click your profile icon in the top-right corner. Select "Customize ChatGPT" (or "Custom Instructions" depending on your version). You'll see two text boxes:

  1. "What would you like ChatGPT to know about you?" — your background and context
  2. "How would you like ChatGPT to respond?" — format and style preferences