The library · Insurance brokers · Email
Write an event invitation
Seminars for commercial clients work best on a risk they already fear, such as cyber, flood or a director's personal liability, often with an insurer or loss adjuster speaking.
The prompt
I work in marketing at an insurance broker. Help me write an invitation to our event. Context: Seminars for commercial clients work best on a risk they already fear, such as cyber, flood or a director's personal liability, often with an insurer or loss adjuster speaking. Before you start, ask me for anything missing from this list: - The event, date, place or link - Who it is for - What they will leave knowing - How to book Then: 1. Lead with what the reader gets from attending. 2. Give the practical details in one block. 3. Write a reminder for the week before and the day before. Give me: - The invitation - Two reminders - Subject lines for all three 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 the invitation list has consent to be contacted - The insurer or speaker's permission to use their name and logo - Whether the invitation promotes a product and needs approval
Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.
Check before this goes out
- That the invitation list has consent to be contacted
- The insurer or speaker's permission to use their name and logo
- Whether the invitation promotes a product and needs approval
The prompt gives you a first draft. Someone qualified still approves anything a client will read.
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