The library · Insurance brokers · LinkedIn and social

Plan a month of posts

The insurance year has its own rhythm: common renewal dates, winter weather, the end of the tax year, trade shows. Account handlers are busiest just when clients are most interested.

The prompt
I work in marketing at an insurance broker. Help me plan a month of LinkedIn posts.

Context: The insurance year has its own rhythm: common renewal dates, winter weather, the end of the tax year, trade shows. Account handlers are busiest just when clients are most interested.

Before you start, ask me for anything missing from this list:
- What we want to be known for
- What is happening this month
- Who posts and how often

Then:
1. Plan a mix: questions clients ask, stories, opinions on news, people.
2. Give each post one idea and one source of material.
3. Keep to a pace we can sustain.

Give me:
- A dated plan with the idea and the material needed for each post

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:
- Time for compliance to approve posts that promote a product
- Posts tied to insurer news or market changes, against the source
- A named approver for each week

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

Check before this goes out

  • Time for compliance to approve posts that promote a product
  • Posts tied to insurer news or market changes, against the source
  • A named approver for each week

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

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