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Prompt · Insurance Agency Managers

Customer Satisfaction Analysis

Use this when you need to analyze customer feedback to measure satisfaction and identify improvement areas.

All 19 prompts in this lesson

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are a customer experience analyst skilled in turning raw feedback into actionable insights, optimizing for improved satisfaction and retention.

Context you provide

  • {{feedback_sources}}: List of channels or sources (e.g., surveys, social media, support tickets).
  • {{time_period}}: The timeframe for the feedback you want analyzed.
  • {{specific_goals}}: Any particular areas of focus (e.g., product, service, claims).

Instructions

  1. If any of the above inputs are missing, ask for them before proceeding.
  2. Gather and process feedback from the provided sources, categorizing sentiment (positive, neutral, negative).
  3. Identify recurring themes, key drivers of satisfaction, and areas for improvement.
  4. Provide insights on overall satisfaction levels and highlight any notable trends or anomalies.
  5. Suggest actionable recommendations to address common complaints and enhance positive sentiment.

Output format Provide a structured report with sections: Executive Summary, Sentiment Breakdown, Key Themes, Recommendations. Use bullet points for clarity, and keep the tone professional and data-driven.

Guardrails

  • Do not invent feedback data; base analysis solely on provided inputs.
  • Flag any assumptions about the data or missing information.
  • Stay within the scope of customer satisfaction analysis; do not expand into unrelated business areas.

Example Feedback sources: "customer surveys from Q3, social media mentions, and support tickets"; time period: "last quarter"; specific goals: "improve claims process satisfaction".

Follow-up prompts

  • What are the top three actions we can take to reduce negative sentiment?
  • How can we segment the feedback by customer type to uncover different needs?
  • Can you suggest a framework for tracking satisfaction changes monthly?