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Coverage Review Checklist
A structured review so clients aren't under-protected.
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💡 The original prompt — works in any model. Start here, then tune per model.
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Client
Changes
Build a coverage review checklist. Client type + what they have: {CLIENT} Life/business changes since last review: {CHANGES} Give me: 1. The areas to review given their situation. 2. Common gaps people overlook. 3. Questions that surface changes affecting coverage. 4. A simple summary to walk them through. Thorough and client-friendly. NOTE: an organizational checklist — actual coverage recommendations must come from a licensed professional for their jurisdiction.
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