The library · Insurance brokers · Enquiries and follow-up
Follow up after silence
People go quiet because a cheaper quote arrived, the renewal date felt far off or the proposal form looked like hard work.
The prompt
I work in marketing at an insurance broker. Help me follow up with someone who went quiet. Context: People go quiet because a cheaper quote arrived, the renewal date felt far off or the proposal form looked like hard work. Before you start, ask me for anything missing from this list: - The original enquiry and our reply - How long ago - Anything new that is useful to them Then: 1. Give a reason for writing that helps them. 2. Ask one easy question. 3. Write a final note that closes the loop politely. Give me: - A first follow-up - A final follow-up 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: - Whether the quote is still valid and on the same terms - Any renewal or expiry date we mention, against their documents - That we still have their agreement to be in touch
Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.
Check before this goes out
- Whether the quote is still valid and on the same terms
- Any renewal or expiry date we mention, against their documents
- That we still have their agreement to be in touch
The prompt gives you a first draft. Someone qualified still approves anything a client will read.
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