The library · Insurance brokers · Planning and positioning
Explain our pricing
Brokers rarely publish premiums, since the insurer sets them. What they can show is how the firm is paid: fees, commission and charges for changes or cancellation.
The prompt
I work in marketing at an insurance broker. Help me explain how our pricing works on the website. Context: Brokers rarely publish premiums, since the insurer sets them. What they can show is how the firm is paid: fees, commission and charges for changes or cancellation. Before you start, ask me for anything missing from this list: - How we charge, with real examples - What affects the cost - What is included and what is extra Then: 1. Say how pricing works in the first paragraph. 2. Give examples with ranges where I supplied them. 3. Say what changes the price. Give me: - The page copy - Five pricing questions with answers 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 fees and charges match our terms of business - Commission wording, as compliance has approved it - Example premiums or 'from' prices, with their basis and date
Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.
Check before this goes out
- That fees and charges match our terms of business
- Commission wording, as compliance has approved it
- Example premiums or 'from' prices, with their basis and date
The prompt gives you a first draft. Someone qualified still approves anything a client will read.
More for planning and positioning
Is AI already loose in your firm?
Ten questions, three minutes. The AI Exposure Check shows where you're exposed and what to fix first.
Take the free check →