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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