The library · Insurance brokers · LinkedIn and social
Introduce a team member
Commercial clients choose a broker they can ring when something goes wrong. They look for a named person who knows their trade.
The prompt
I work in marketing at an insurance broker. Help me write a post introducing someone on our team. Context: Commercial clients choose a broker they can ring when something goes wrong. They look for a named person who knows their trade. Before you start, ask me for anything missing from this list: - Their name, role and what they do for clients - Two or three things about them in their own words - A photo description if there is one Then: 1. Open with what they do for clients. 2. Include one human detail they supplied. 3. Say how to reach them. Give me: - The post - A shorter version for the website team page 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: - Job title and qualifications, such as chartered status, stated correctly - Whether the person is described as advising, and is permitted to - The person's own approval of the post
Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.
Check before this goes out
- Job title and qualifications, such as chartered status, stated correctly
- Whether the person is described as advising, and is permitted to
- The person's own approval of the post
The prompt gives you a first draft. Someone qualified still approves anything a client will read.
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