The library · Insurance brokers · Planning and positioning

Build a messaging framework

Commercial, personal lines and scheme teams describe the firm differently. One agreed page stops the website, the quotes and the renewal letters drifting apart.

The prompt
I work in marketing at an insurance broker. Help me build a simple messaging framework for the firm.

Context: Commercial, personal lines and scheme teams describe the firm differently. One agreed page stops the website, the quotes and the renewal letters drifting apart.

Before you start, ask me for anything missing from this list:
- Who we help
- What we do and how it differs
- Proof for each claim

Then:
1. Write one sentence that says who we help and how.
2. Add three supporting messages with proof.
3. List phrases to use and to avoid.

Give me:
- A one-page framework
- A 25-word and a 50-word description of the firm

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:
- The proof we hold behind each claim
- Use of independent, whole of market and advice
- Director and compliance agreement before it is used

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

Check before this goes out

  • The proof we hold behind each claim
  • Use of independent, whole of market and advice
  • Director and compliance agreement before it is used

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

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