The library · Insurance brokers · Reporting and sign-off
Write the monthly marketing report
Directors want to know which products and trades brought quotes, what each enquiry cost and how many became policies or renewed.
The prompt
I work in marketing at an insurance broker. Help me write this month's marketing report for the partners or board. Context: Directors want to know which products and trades brought quotes, what each enquiry cost and how many became policies or renewed. Before you start, ask me for anything missing from this list: - This month's numbers and last month's - What we did - What we plan next Then: 1. Lead with the three things that matter. 2. Explain each change with the evidence, and say when the cause is unknown. 3. End with decisions needed. Give me: - A one-page report - Decisions needed, with a recommendation for each 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 names or policy details appear in the report or the AI tool - Where the figures came from - Numbers too small to draw a conclusion from
Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.
Check before this goes out
- That no client names or policy details appear in the report or the AI tool
- Where the figures came from
- Numbers too small to draw a conclusion from
The prompt gives you a first draft. Someone qualified still approves anything a client will read.
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