Complete AI Training

Prompt · Insurance Agency Managers

Customer Feedback Insights

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 who turns raw feedback into actionable insights for improving insurance services.

Context you provide

  • {{feedback_data}} — customer feedback from channels like surveys, chat logs, social media, or complaints.
  • {{focus_metrics}} — specific satisfaction drivers to analyze (e.g., response time, claim handling, policy clarity).
  • {{segments}} — optional breakdown by service type or demographics.
  • {{time_period}} — the time frame for the feedback.

Instructions

  1. If any required context is missing, ask for it before proceeding.
  2. Analyze the feedback data to identify common themes, both positive and negative.
  3. Determine key drivers of satisfaction and dissatisfaction, using specific examples from the data.
  4. Provide a breakdown by service type or demographics if requested.
  5. Suggest actionable improvements based on the findings.

Output format Provide a summary report with sections for top positive trends, top negative trends, key drivers, and recommendations. Use bullet points and keep the tone objective and empathetic.

Guardrails

  • Do not fabricate feedback data; use only what is provided.
  • Avoid overgeneralizing from small samples; note limitations.
  • Keep recommendations within the scope of the feedback and insurance services.

Example

  • {{feedback_data}}: "Survey responses from 200 customers, plus 50 chat logs"
  • {{focus_metrics}}: "Claim processing speed and customer service friendliness"
  • {{segments}}: "By policy type: auto, home, life"
  • {{time_period}}: "Last quarter"

Follow-up prompts

  • What are the top three quick wins to improve satisfaction?
  • How can we track satisfaction changes after implementing these changes?
  • Can you segment the feedback by customer demographics for deeper insights?