The library · Insurance brokers · Enquiries and follow-up

Approach a referral partner

Accountants, mortgage brokers, solicitors, trade associations and other brokers introduce clients steadily when they trust the firm to handle a claim well.

The prompt
I work in marketing at an insurance broker. Help me approach a business that could refer clients to us.

Context: Accountants, mortgage brokers, solicitors, trade associations and other brokers introduce clients steadily when they trust the firm to handle a claim well.

Before you start, ask me for anything missing from this list:
- Who they are and who they serve
- What we could do for their clients
- What we can offer in return and what we cannot

Then:
1. Open with what their clients need.
2. Suggest one small way to start.
3. Keep it under 120 words.

Give me:
- The first message
- A follow-up
- Three talking points for a call

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:
- How any introducer fee or commission share must be disclosed to clients
- Whether the introducer's activity needs its own permission or agreement
- That client information is shared only with consent

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

Check before this goes out

  • How any introducer fee or commission share must be disclosed to clients
  • Whether the introducer's activity needs its own permission or agreement
  • That client information is shared only with consent

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

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