The library · Insurance brokers · Events and press

Plan a webinar

Business owners will give 45 minutes to a risk that worries them, such as cyber crime or underinsurance, explained by someone who has seen the claims.

The prompt
I work in marketing at an insurance broker. Help me plan a client webinar.

Context: Business owners will give 45 minutes to a risk that worries them, such as cyber crime or underinsurance, explained by someone who has seen the claims.

Before you start, ask me for anything missing from this list:
- The topic and the audience
- Who is speaking
- What we want attendees to do after

Then:
1. Write a title that states what people will learn.
2. Outline 30 minutes of content and 15 of questions.
3. Plan the invitation, reminders and follow-up.

Give me:
- Title and description
- A running order
- A promotion timeline

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:
- A slide saying the session is general information about cover
- Claims examples, anonymised and agreed
- How questions about an attendee's own policy will be handled

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

Check before this goes out

  • A slide saying the session is general information about cover
  • Claims examples, anonymised and agreed
  • How questions about an attendee's own policy will be handled

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

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