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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