The library · Insurance brokers · Advertising

Brief an agency or freelancer

Agencies new to insurance reach for price claims and underestimate approval. Many do not know that a broker and an insurer are different things.

The prompt
I work in marketing at an insurance broker. Help me write a brief for an agency or freelancer.

Context: Agencies new to insurance reach for price claims and underestimate approval. Many do not know that a broker and an insurer are different things.

Before you start, ask me for anything missing from this list:
- What we want done and why
- Budget and deadline
- Who approves the work and how long that takes

Then:
1. State the outcome and how we will measure it.
2. List what they must and must not say.
3. Explain our approval steps and timings.

Give me:
- A one-page brief
- A list of what to send them with it

Rules:
- Use only the facts I give you. Where something is missing, write [detail needed]. Never invent a number, a name, a quote or a source.
- Give general information about insurance only. Never say that a particular person or business is covered, never suggest a claim will be paid, and never call a price the cheapest or the best.
- Write in plain English, in our voice if I have given you a sample.
- Do not tell me what the rules or regulations say. If something may be restricted, flag it and I will check.

Finish with a list headed "Check before this goes out". Include these, plus anything else our compliance officer or whoever approves financial promotions should see:
- Our list of words and claims we do not use
- Who approves financial promotions and how many working days they need
- Insurer brand rules, and what client data the agency must never receive

Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.

Check before this goes out

  • Our list of words and claims we do not use
  • Who approves financial promotions and how many working days they need
  • Insurer brand rules, and what client data the agency must never receive

The prompt gives you a first draft. Someone qualified still approves anything a client will read.

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