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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