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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