The library · Insurance brokers · Reporting and sign-off
Check copy for risky claims
The claims that cause trouble are about price, cover, independence and what happens when a client claims. A single word such as 'comprehensive' or 'cheapest' can be the problem.
The prompt
I work in marketing at an insurance broker. Help me check this copy for claims that need evidence or sign-off. Context: The claims that cause trouble are about price, cover, independence and what happens when a client claims. A single word such as 'comprehensive' or 'cheapest' can be the problem. Before you start, ask me for anything missing from this list: - The copy - Where it will be published - Our house rules Then: 1. List every claim, quoted exactly. 2. Sort each as fine, needs evidence, needs sign-off, or remove. 3. Offer a safer wording for each. Give me: - A verdict - Claims to sort out - What is missing 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: - Cheapest, best price and savings claims - Independent, whole of market and advice wording - Any suggestion that a claim is certain to be paid
Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.
Check before this goes out
- Cheapest, best price and savings claims
- Independent, whole of market and advice wording
- Any suggestion that a claim is certain to be paid
The prompt gives you a first draft. Someone qualified still approves anything a client will read.
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