The library · Insurance brokers · Email
Write a new-client welcome sequence
A new client has just received a policy schedule, a wording and terms of business they may not have read. They want to know who to call, what to check and what to do if something happens.
The prompt
I work in marketing at an insurance broker. Help me write a welcome sequence for new clients. Context: A new client has just received a policy schedule, a wording and terms of business they may not have read. They want to know who to call, what to check and what to do if something happens. Before you start, ask me for anything missing from this list: - What happens in a client's first month with us - Who they will deal with - What we need from them and when Then: 1. Plan three or four emails across the first month. 2. Give each email one job. 3. Say plainly what happens next and who to contact. 4. Keep each under 150 words. Give me: - A one-line plan for the sequence - Each email with subject line and send day 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 nothing contradicts the policy documents or our terms of business - How we are paid, stated as our terms of business state it - How to make a claim and how to complain, as our procedures set out
Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.
Check before this goes out
- That nothing contradicts the policy documents or our terms of business
- How we are paid, stated as our terms of business state it
- How to make a claim and how to complain, as our procedures set out
The prompt gives you a first draft. Someone qualified still approves anything a client will read.
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