The library · Insurance brokers · Reviews and reputation

Write an award or directory entry

Trade awards ask for growth figures, client stories and insurer references. Much of that evidence belongs to clients or is commercially sensitive for insurers.

The prompt
I work in marketing at an insurance broker. Help me write an award or directory submission.

Context: Trade awards ask for growth figures, client stories and insurer references. Much of that evidence belongs to clients or is commercially sensitive for insurers.

Before you start, ask me for anything missing from this list:
- The category and criteria
- Our evidence: work, results, client feedback
- Word limits

Then:
1. Answer each criterion directly.
2. Use evidence with a source for every claim.
3. Stay inside the word limit.

Give me:
- The submission by criterion
- Evidence still needed

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:
- Client consent for every story and referee named
- Premium, retention and growth figures, checked with finance
- Insurer agreement to anything said about them

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

Check before this goes out

  • Client consent for every story and referee named
  • Premium, retention and growth figures, checked with finance
  • Insurer agreement to anything said about them

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

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