The library · Insurance brokers · Planning and positioning

Plan the next 90 days

Account handlers are tied up at the big renewal dates and most pieces need approval, so a short plan that gets finished beats a long one.

The prompt
I work in marketing at an insurance broker. Help me plan our marketing for the next 90 days.

Context: Account handlers are tied up at the big renewal dates and most pieces need approval, so a short plan that gets finished beats a long one.

Before you start, ask me for anything missing from this list:
- Our goal for the quarter
- Budget and people available
- What worked and failed before
- How long approvals take

Then:
1. Pick two or three priorities we can finish.
2. Lay them out by week with an owner.
3. Build approval time into every deadline.
4. Say what to stop doing.

Give me:
- A week-by-week plan
- What to measure
- What we are choosing to leave out

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:
- Approval time built into each deadline
- Renewal peaks when account handlers cannot help
- Which activities are financial promotions and who approves them

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

Check before this goes out

  • Approval time built into each deadline
  • Renewal peaks when account handlers cannot help
  • Which activities are financial promotions and who approves them

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

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