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Write a case study

The best stories are claims that were paid after a broker stepped in. Those stories belong to the client and the insurer as well as the firm.

The prompt
I work in marketing at an insurance broker. Help me turn my notes into a client case study.

Context: The best stories are claims that were paid after a broker stepped in. Those stories belong to the client and the insurer as well as the firm.

Before you start, ask me for anything missing from this list:
- Notes or a transcript
- Whether the client can be named
- Results we can back up, with the source

Then:
1. Tell it in four parts: where they were, what was in the way, what we did, what changed.
2. Use the client's exact words where I supplied them.
3. Mark each result as confirmed or claimed.

Give me:
- A headline
- The case study, 350 to 500 words
- A 60-word version
- Pull quotes

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:
- Written client consent, and that no detail identifies them or a third party
- The insurer's agreement to be named, or its name removed
- Wording that suggests another client's claim would be paid the same way

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

Check before this goes out

  • Written client consent, and that no detail identifies them or a third party
  • The insurer's agreement to be named, or its name removed
  • Wording that suggests another client's claim would be paid the same way

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

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