The library · Insurance brokers · Events and press

Follow up after an event

Attendees often suspect they have a gap in cover and were waiting for a reason to ask someone. Their renewal date decides how soon they will act.

The prompt
I work in marketing at an insurance broker. Help me follow up with people after our event.

Context: Attendees often suspect they have a gap in cover and were waiting for a reason to ask someone. Their renewal date decides how soon they will act.

Before you start, ask me for anything missing from this list:
- Who attended and who booked but missed it
- The recording or slides
- The next step we want

Then:
1. Write one email for attendees and one for no-shows.
2. Summarise three points worth keeping.
3. Offer one next step.

Give me:
- Two emails with subject lines

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:
- That the follow-up does not tell individuals whether they are covered
- Recording shared only as agreed with attendees and speakers
- Any offer, review or quote invitation, approved as a promotion

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

Check before this goes out

  • That the follow-up does not tell individuals whether they are covered
  • Recording shared only as agreed with attendees and speakers
  • Any offer, review or quote invitation, approved as a promotion

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

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