The library · Insurance brokers · LinkedIn and social
Announce an award or milestone
Chartered status, a new insurer agency, a new scheme, an acquisition or a trade award are the usual news. Clients read them as signs the firm will still be here at claim time.
The prompt
I work in marketing at an insurance broker. Help me announce an award, hire or milestone without sounding smug. Context: Chartered status, a new insurer agency, a new scheme, an acquisition or a trade award are the usual news. Clients read them as signs the firm will still be here at claim time. Before you start, ask me for anything missing from this list: - The news - Who made it happen - Why a client would care Then: 1. Lead with what it means for clients. 2. Credit named people. 3. Keep it under 120 words. Give me: - The post - A one-line version 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 exact name and year of the award or accreditation - The insurer's permission to announce the agency and use its logo - Titles and qualifications after a promotion
Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.
Check before this goes out
- The exact name and year of the award or accreditation
- The insurer's permission to announce the agency and use its logo
- Titles and qualifications after a promotion
The prompt gives you a first draft. Someone qualified still approves anything a client will read.
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