The library · Insurance brokers · Reporting and sign-off

Review a campaign

The link from campaign to policy can be quick for personal lines and many months for commercial clients waiting on a renewal date. The record sits in the broking system.

The prompt
I work in marketing at an insurance broker. Help me review a campaign that has finished.

Context: The link from campaign to policy can be quick for personal lines and many months for commercial clients waiting on a renewal date. The record sits in the broking system.

Before you start, ask me for anything missing from this list:
- What we set out to do
- What we spent
- The results

Then:
1. Compare the result with the goal.
2. Say what worked, what did not, and what we cannot tell.
3. Recommend keep, change or stop.

Give me:
- A half-page review
- Three lessons for next time

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:
- Quote and policy counts against the broking system
- No client-identifying data in the review
- That the promotion ran as approved, with the approval on record

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

Check before this goes out

  • Quote and policy counts against the broking system
  • No client-identifying data in the review
  • That the promotion ran as approved, with the approval on record

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

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