The library · Insurance brokers · Website and search

Write a team bio

A good bio says which trades and risks the person handles, how long they have done it and what clients say about them at claim time.

The prompt
I work in marketing at an insurance broker. Help me write a bio for someone on our team.

Context: A good bio says which trades and risks the person handles, how long they have done it and what clients say about them at claim time.

Before you start, ask me for anything missing from this list:
- Their role, experience and qualifications
- The kind of work they do most
- Something a client said about them

Then:
1. Open with who they help and how.
2. Give qualifications plainly.
3. Add one human line.

Give me:
- A 120-word bio
- A 40-word version
- A one-line version

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:
- Qualifications and chartered titles, checked as current
- Named clients or insurers mentioned, with permission
- Whether the bio describes the person as giving advice

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

Check before this goes out

  • Qualifications and chartered titles, checked as current
  • Named clients or insurers mentioned, with permission
  • Whether the bio describes the person as giving advice

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

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