The library · Insurance brokers · LinkedIn and social

Write a LinkedIn post from a client story

The stories with pull are near misses and claims: the fire, the cyber attack, the client who was underinsured. Each one involves a real client's loss.

The prompt
I work in marketing at an insurance broker. Help me write a LinkedIn post from something that happened at work.

Context: The stories with pull are near misses and claims: the fire, the cyber attack, the client who was underinsured. Each one involves a real client's loss.

Before you start, ask me for anything missing from this list:
- What happened, in rough notes
- The point I want to make
- What I must leave out

Then:
1. Find the one idea.
2. Open with a specific moment or fact.
3. Keep paragraphs to one to three lines.
4. End on the point or one next step.

Give me:
- The post, 80 to 200 words
- An alternative first line

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 no client, claimant or insurer can be identified without consent
- Anything implying a claim will always be paid
- Whether the post 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 no client, claimant or insurer can be identified without consent
  • Anything implying a claim will always be paid
  • Whether the post promotes a product and needs approval

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

Is AI already loose in your firm?

Ten questions, three minutes. The AI Exposure Check shows where you're exposed and what to fix first.

Take the free check →