Describe our ideal client

I work in marketing at an insurance broker. Help me describe our ideal client from what we know about real ones.

Context: The trigger is nearly always a date or an event: a renewal, a new contract that demands cover, a claim, a premium rise.

Before you start, ask me for anything missing from this list:
- Notes on our five best clients, with identifying details removed
- Why they came to us
- What nearly stopped them

Then:
1. Find what the best clients share.
2. Describe the situation that makes someone look for us.
3. List the words they use for their problem.

Give me:
- A one-page profile
- Their questions in their own words
- Where to find more people like them

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:
- That notes are stripped of names, policy and claims details before going into any AI tool
- Which AI tools are approved for this
- Whether the persona fits the product's stated target market