By the end of this guide, you'll have a repeatable workflow for using ChatGPT to draft suitability narratives, replacement analysis documents, and client communication letters — cutting the time you spend on compliance writing from 45–60 minutes per case to under 15 minutes. You'll also have a set of saved prompts you can reuse with any client.

• A ChatGPT account (free tier works; ChatGPT Plus at {{tool:ChatGPT.price}}/month gives you faster responses and the ability to upload files) — Sign up
• A list of client profile details (age, income, assets, risk tolerance, objective) and product details (product name, carrier, key features, surrender period)
• Your existing compliance templates (if you have them) to compare against ChatGPT's drafts
• Time needed: 45 minutes to build your first draft library; 10–15 minutes per case afterward
• Cost: Free (or {{tool:ChatGPT.price}}/month for Plus features)