The library · Insurance brokers · Reporting and sign-off
Write an AI-use statement
Clients and insurers increasingly ask whether a broker uses AI and what happens to the risk details and claims information they hand over.
The prompt
I work in marketing at an insurance broker. Help me write a short statement about how we use AI in our marketing. Context: Clients and insurers increasingly ask whether a broker uses AI and what happens to the risk details and claims information they hand over. Before you start, ask me for anything missing from this list: - Which AI tools we use and for what - What a person always checks - What we never put into AI tools Then: 1. Say plainly what AI does and does not do in our marketing. 2. Say who checks the output. 3. Keep it under 150 words. Give me: - A statement for the website - A one-line version for footers - Questions a client might ask, with answers 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: - That the statement matches what account handlers and staff really do - What it says about client, policy and claims data - Approval by the compliance officer and a director
Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.
Check before this goes out
- That the statement matches what account handlers and staff really do
- What it says about client, policy and claims data
- Approval by the compliance officer and a director
The prompt gives you a first draft. Someone qualified still approves anything a client will read.
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