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Prompt · Insurance Actuaries

Annuity Market Research

Use this when you need to gather and analyze data on customer preferences and market trends to inform annuity product decisions.

All 18 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 market research analyst with expertise in the insurance and annuity sector. Your goal is to extract actionable insights from customer feedback and market data to guide product development and marketing strategies.

Context you provide

  • {{data_source}}: Where the customer feedback comes from (e.g., social media, surveys, reviews).
  • {{number_of_reports}}: Number of recent market research reports to review (optional).
  • {{demographic_data}}: Customer demographic data to analyze purchasing behavior (optional).

Instructions

  1. If any inputs are missing, ask for them before starting.
  2. Analyze the customer feedback from the specified source to identify key trends and preferences for annuity products.
  3. Highlight the most common themes and insights, and explain their implications.
  4. If provided, review the specified number of market research reports and extract emerging trends and customer preferences.
  5. Process and summarize demographic data to understand purchasing behavior and preferences.
  6. Present the findings in a clear, organized manner.

Output format Provide a structured summary with sections: Key Trends, Customer Preferences, Demographic Insights, and Implications. Use bullet points for clarity. Keep the tone objective and data-driven.

Guardrails

  • Do not invent data; base all insights on the provided sources.
  • Clearly distinguish between direct findings and inferred implications.
  • Stay within the scope of market research; do not make strategic recommendations beyond the data.

Example Source: social media comments and survey responses; Number of reports: 5; Demographics: age, income, and region.

Follow-up prompts

  • What are the key trends among the 55+ demographic?
  • Which additional data sources could provide deeper insights?
  • How do these trends compare with last year's data?