The library · Insurance brokers · Reviews and reputation
Ask for a review
The telling moment is after a claim, though most reviews are written at purchase or renewal. A review that describes a claim in detail shares the client's own information, which is their choice.
The prompt
I work in marketing at an insurance broker. Help me ask a client for an online review. Context: The telling moment is after a claim, though most reviews are written at purchase or renewal. A review that describes a claim in detail shares the client's own information, which is their choice. Before you start, ask me for anything missing from this list: - The client and the work - Where we want the review - Any rules we follow about asking Then: 1. Ask at a natural moment and say why it helps. 2. Give the link and say how long it takes. 3. Make it easy to decline. Give me: - An email version - A text message version - One polite reminder 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: - Whether we ask all clients or only some - Any incentive offered for a review - That no request goes out while a claim or complaint is open
Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.
Check before this goes out
- Whether we ask all clients or only some
- Any incentive offered for a review
- That no request goes out while a claim or complaint is open
The prompt gives you a first draft. Someone qualified still approves anything a client will read.
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