The library · Insurance brokers · Planning and positioning

Review competitors' marketing

Broker websites say much the same things: independent, personal, trusted. The gaps are usually named people, plain talk about claims and honesty about which insurers are used.

The prompt
I work in marketing at an insurance broker. Help me review how our competitors present themselves.

Context: Broker websites say much the same things: independent, personal, trusted. The gaps are usually named people, plain talk about claims and honesty about which insurers are used.

Before you start, ask me for anything missing from this list:
- Three to five competitors with their website text pasted in
- What we think we do better

Then:
1. Summarise what each says and who they seem to target.
2. Note what all of them say.
3. Find what none of them covers that we can.

Give me:
- A comparison table
- Gaps we could own
- Claims of ours that need proof

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:
- Claims about competitors that we cannot prove
- Our own comparative and price claims
- Awards and ratings quoted, with the year

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

Check before this goes out

  • Claims about competitors that we cannot prove
  • Our own comparative and price claims
  • Awards and ratings quoted, with the year

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

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