The library · Insurance brokers · Website and search
Check what AI says about the firm
AI tools often describe a broker as an insurer, list products it no longer offers and repeat old prices or insurer partners.
The prompt
I work in marketing at an insurance broker. Help me check what ChatGPT and other AI tools say about our firm. Context: AI tools often describe a broker as an insurer, list products it no longer offers and repeat old prices or insurer partners. Before you start, ask me for anything missing from this list: - Our firm name, services and location - Facts that must be right: fees, addresses, people, services Then: 1. Write the ten questions a client would ask an AI tool about us. 2. Tell me how to run each in ChatGPT, Gemini, Copilot and Claude. 3. Give me a table to record what each one says and whether it is right. 4. Suggest what to fix on our site for each wrong answer. Give me: - Ten questions - A recording table - A fix list 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: - Wrong statements that we underwrite or pay claims ourselves - Insurers named as partners that we no longer place with - Prices, discounts or 'cheapest' claims the tools repeat
Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.
Check before this goes out
- Wrong statements that we underwrite or pay claims ourselves
- Insurers named as partners that we no longer place with
- Prices, discounts or 'cheapest' claims the tools repeat
The prompt gives you a first draft. Someone qualified still approves anything a client will read.
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