Your Story

Extract your identity, your origin, your turning point, and why you

Voice recording tip

Start your recording and say: "I'm answering the Section 1 questions." Read each question number and answer it. Don't stop between questions — let it flow like a conversation. Aim for 60–90 seconds per answer.

Q1
What were you doing before you got into the insurance industry | | --- and why does that actually matter to the people you help today?
Why we ask: Extracts the pre-insurance origin story. The | | relatable struggle creates connection.
Produces: GTS Part 1 (Identity) + Deck 1 Prompt 1 | | |
Your answer
Saved automatically to this device.
Q2
Walk me through how you first got into insurance. Who recruited | | you, what did they promise, and what was the reality?
Why we ask: Finds the honest entry point --- usually more | | relatable than people expect.
Produces: Deck 1 Prompt 1--2 | | |
Your answer
Saved automatically to this device.
Q3
What was the moment you realized something was fundamentally | | broken about how insurance was being sold --- and what did you decide | | to do about it?
Why we ask: The turning point story. This is the core of the | | identity statement.
Produces: GTS Part 1 + Deck 1 Prompt 2 | | |
Your answer
Saved automatically to this device.
Q4
Why did you choose to become an independent broker instead of | | staying captive --- and why does that choice specifically benefit | | your clients?
Why we ask: Core positioning statement. \'I work for clients, not | | carriers.\'
Produces: GTS Part 1 + Mechanism | | |
Your answer
Saved automatically to this device.
Q5
What was the hardest period in your career --- the moment you | | almost quit or had to start over --- and what kept you going?
Why we ask: Vulnerability builds trust more than any credential. | | Shows resilience.
Produces: Deck 1 Trust Builder (Prompt 16) | | |
Your answer
Saved automatically to this device.
Q6
What is one specific client story that permanently changed how | | you approach this work? Walk me through the situation, what you did, | | and what happened.
Why we ask: Proof story that humanizes the work. Details make it | | stick.
Produces: Deck 1 Trust Builder (Prompt 19) + Solution (Prompt 14) | | |
Your answer
Saved automatically to this device.
Q7
What do you believe about the insurance industry that most | | brokers would never say out loud?
Why we ask: Surfaces the authentic contrarian viewpoint that | | creates a distinctive voice.
Produces: GTS Part 1 --- Identity Statement | | |
Your answer
Saved automatically to this device.
Q8
If you had to describe your entire philosophy about how a broker | | should operate --- in one or two sentences --- what would you say?
Why we ask: Distills the identity statement. The most important | | single answer in Section 1.
Produces: GTS Part 1 --- Identity Statement (direct input) | | |
Your answer
Saved automatically to this device.
Q9
How many years have you been in this industry, and what are the | | two or three most important things that experience has taught you?
Why we ask: Establishes credibility and proof for \'why you\' | | without bragging.
Produces: GTS Part 6 --- Why You | | |
Your answer
Saved automatically to this device.
Q10
How many carriers do you represent across how many states --- | | and why does that scale matter to your clients?
Why we ask: Quantifies the mechanism. Specific numbers are more | | credible than general claims.
Produces: GTS Part 4 --- Mechanism | | |
Your answer
Saved automatically to this device.
Q11
Describe a situation where you had a chance to make more | | commission but chose to recommend a different product because it was | | genuinely better for the client. What happened?
Why we ask: The integrity moment. The most underrated trust | | signal a broker can give.
Produces: Deck 1 Trust Builder (Prompt 18) | | |
Your answer
Saved automatically to this device.
Q12
What do your best clients say about you when they refer you --- | | word for word, as best you can remember?
Why we ask: Client language is more credible than | | self-description. This surfaces the real positioning.
Produces: GTS Part 4 --- Mechanism + Part 5 --- Transformation | | |
Your answer
Saved automatically to this device.
Q13
What credentials, licenses, certifications, or recognitions do | | you have that distinguish you in this market?
Why we ask: Hard proof for \'why you\' section.
Produces: GTS Part 6 --- Why You | | |
Your answer
Saved automatically to this device.
Q14
What do you do differently in the first conversation with a | | client that most brokers don\'t do?
Why we ask: Extracts the specific mechanism --- the process that | | makes the right outcome inevitable.
Produces: GTS Part 4 --- Mechanism | | |
Your answer
Saved automatically to this device.
Q15
What is the most common thing a new client says to you after | | your very first conversation --- before you\'ve done anything except | | explained their situation back to them?
Why we ask: Usually reveals the positioning statement (\'nobody | | ever explained it to me like that\').
Produces: Deck 1 Prompt 9 + GTS Part 4 | | |
Your answer
Saved automatically to this device.
Q16
What do you want to be known for in your market five years from | | now --- specifically?
Why we ask: Future state identity. Helps sharpen the current GTS | | to point toward that destination.
Produces: GTS refinement + long-form content anchor | | |
Your answer
Saved automatically to this device.
Q17
What is the one thing about this industry that you wish every | | consumer knew before they ever talked to a broker?
Why we ask: Surfaces the core education message. Becomes the | | anchor for L1-L2 awareness content.
Produces: Deck 1 Problem/Stakes (Prompts 5--8) | | |
Your answer
Saved automatically to this device.
Q18
If you could only work with one type of client for the rest of | | your career --- who would it be and why?
Why we ask: Forces prioritization. The answer is usually more | | specific than the broker expects --- and more powerful.
Produces: GTS Part 2 --- Avatar (primary) | | |
Your answer
Saved automatically to this device.

🤖 AI Prompt

AI Prompt — Section 1 — Your Story

Copy this prompt. Paste your transcript (or your typed answers from above) after the--- line. Send to Claude or ChatGPT.

You are building a Ground Truth Statement for a licensed independent insurance broker.

I am going to paste a transcript from an interview or voice recording below. The broker answered a series of questions about their story, background, and philosophy.

Your job:
1. Extract their Identity Statement — one sentence that says what they believe and how they operate. Not what they sell. What they stand for.
2. Identify 3-5 most powerful sentences from the transcript that could become the core of their origin story content.
3. Flag any "turning point" moment — the specific event that changed how they do this work.
4. Note any specific numbers, years, or facts that add credibility.
5. Draft a 2-paragraph origin story in first person using their words and style.

Do not add anything that wasn't in the transcript. Use their language, not insurance industry language.

TRANSCRIPT:
---

Your Story

What were you doing before you got into the insurance industry | | --- and why does that actually matter to the people you help today?

Walk me through how you first got into insurance. Who recruited | | you, what did they promise, and what was the reality?

What was the moment you realized something was fundamentally | | broken about how insurance was being sold --- and what did you decide | | to do about it?

Why did you choose to become an independent broker instead of | | staying captive --- and why does that choice specifically benefit | | your clients?

What was the hardest period in your career --- the moment you | | almost quit or had to start over --- and what kept you going?

What is one specific client story that permanently changed how | | you approach this work? Walk me through the situation, what you did, | | and what happened.

What do you believe about the insurance industry that most | | brokers would never say out loud?

If you had to describe your entire philosophy about how a broker | | should operate --- in one or two sentences --- what would you say?

How many years have you been in this industry, and what are the | | two or three most important things that experience has taught you?

How many carriers do you represent across how many states --- | | and why does that scale matter to your clients?

Describe a situation where you had a chance to make more | | commission but chose to recommend a different product because it was | | genuinely better for the client. What happened?

What do your best clients say about you when they refer you --- | | word for word, as best you can remember?

What credentials, licenses, certifications, or recognitions do | | you have that distinguish you in this market?

What do you do differently in the first conversation with a | | client that most brokers don\'t do?

What is the most common thing a new client says to you after | | your very first conversation --- before you\'ve done anything except | | explained their situation back to them?

What do you want to be known for in your market five years from | | now --- specifically?

What is the one thing about this industry that you wish every | | consumer knew before they ever talked to a broker?

If you could only work with one type of client for the rest of | | your career --- who would it be and why?