Prompt · Insurance Agency Managers
Customer Feedback Insights
Use this when you need to analyze customer feedback to measure satisfaction and identify improvement areas.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- 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
- If any required context is missing, ask for it before proceeding.
- Analyze the feedback data to identify common themes, both positive and negative.
- Determine key drivers of satisfaction and dissatisfaction, using specific examples from the data.
- Provide a breakdown by service type or demographics if requested.
- 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?