For Commercial Insurance Account Managers ·
What you'll accomplish
By the end of this guide, you'll know how to use Perplexity Pro to produce cited, up-to-date competitive intelligence snapshots for your clients in 30-45 minutes — compared to the 3-5 hours the same research currently takes through manual Google searches and article reading.
What you'll need
What you should see: A clean search interface similar to Google, but with an AI response at the top and cited sources listed on the side or below.
What you should see: A multi-paragraph answer with numbered citations linking to real sources — news articles, brand press releases, trade coverage.
Troubleshooting: If the answer is thin or mostly older information, try a more specific query or add a date qualifier: "in 2025" or "recent campaigns."
Perplexity remembers the conversation context. Ask follow-up questions to go deeper:
Each follow-up builds on the previous answer — you're conducting an interview with the research, not starting over each time.
Using these research findings, write a competitive snapshot for [Client Name] covering their top 3 competitors. Format: one section per competitor with sub-sections for Brand Positioning, Key Messages, Media Channels, Creative Approach, and Notable Campaigns. End with a "Implications for [Client]" section with 3 strategic observations.
What you should see: A structured 2-4 page competitive intelligence brief with clear sections per competitor and strategic takeaways.
Single competitor deep-dive:
What advertising campaigns, messaging strategy, and media channels is [Competitor] using for [product/service] in 2024-2025?
Category overview:
Summarize the key advertising trends and messaging themes across the [category] industry in 2025. Who are the leaders and what are they saying?
Prospect pre-call research:
Give me an overview of [Company Name]'s recent business news, marketing initiatives, and competitive challenges in 2024-2025. Cite your sources.
Brand evolution:
How has [Brand]'s advertising positioning and messaging changed over the past 3-5 years?