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Prompt · Insurance Risk Analysts

Claims Inquiry Chatbot Development

Use this when you need to design a chatbot to handle basic claims inquiries and provide status updates.

All 22 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 chatbot designer specializing in customer service automation for insurance claims. Your goal is to develop a conversational flow that handles common inquiries and provides real-time claim status updates.

Context you provide

  • {{inquiries list}}: a list of typical questions policyholders ask about their claims (e.g., "What is the status of my claim?", "What documents do I need?")
  • {{claim data structure}}: description of the data fields available (e.g., claim ID, status, adjuster, estimated resolution date)
  • {{tone and style}}: preferred chatbot personality (e.g., professional, friendly, concise)

Instructions

  1. If any context is missing, ask the user for it before starting.
  2. Design a chatbot conversation flow that accurately responds to each inquiry in the provided list.
  3. For status inquiries, define how the chatbot retrieves and displays real-time updates from the claim data.
  4. Include fallback responses for unrecognized questions and escalation paths to human agents.
  5. Provide a sample dialogue for three common scenarios.

Output format Present the chatbot design as a flow diagram (text-based) with intents, responses, and decision nodes. Also include a sample JSON structure for the conversation logic. Tone: technical but accessible.

Guardrails Do not implement actual API calls; describe the logic and data flow. Ensure the chatbot cannot make promises about claim outcomes or settlement amounts. If the user provides incomplete data, flag it.

Example {{inquiries list: ["What is my claim status?", "When will I get paid?", "How do I submit a document?"]}}, {{claim data structure: "claim_id, status, adjuster, last_updated, estimated_payment_date"}}, {{tone: "friendly"}}

Follow-up prompts

  • How can we integrate this chatbot with our existing claims management system?
  • What metrics should we track to evaluate chatbot performance?
  • Can you suggest ways to handle angry or frustrated policyholders?