The library · Insurance brokers · Enquiries and follow-up

Find out why people did not go ahead

Price is the stock answer. The reasons underneath are often a slow quote, too many questions or a feeling that the broker did not understand the trade.

The prompt
I work in marketing at an insurance broker. Help me ask people who did not go ahead why.

Context: Price is the stock answer. The reasons underneath are often a slow quote, too many questions or a feeling that the broker did not understand the trade.

Before you start, ask me for anything missing from this list:
- Who they are and what they enquired about
- What we most want to learn

Then:
1. Write a short, kind note with no sales pitch.
2. Ask three questions, one of them open.
3. Tell me how to group the answers.

Give me:
- The email
- Three questions
- A simple way to tally replies

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 these people agreed to further contact
- No reference to the risk details they gave us
- Where replies are stored and who sees them

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

Check before this goes out

  • That these people agreed to further contact
  • No reference to the risk details they gave us
  • Where replies are stored and who sees them

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

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