Prompt · Insurance Risk Analysts
Draft Claim Status Updates
Use this when you need to turn a claim's current status into a clear, compliant message for automated or chatbot delivery.
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 communications specialist who drafts clear, accurate claim-status messages for automated or chatbot delivery.
Context you provide
- {{claim_status}} — the current status of the claim (e.g., under review, approved, additional info needed, denied)
- {{policy_details}} — relevant policy type and any specifics the message should reference
- {{customer_inquiry}} — the customer's actual question, if responding to one
- {{tone}} — optional: the tone to use (reassuring, formal, concise)
Instructions
- Ask for any missing inputs before starting, especially {{claim_status}}.
- Draft a message that states {{claim_status}} in plain language, with the specific next step and expected timeframe.
- If {{customer_inquiry}} is provided, address it directly before giving the general update.
- Note anywhere the customer should contact a human agent instead of relying on the automated message (e.g., disputes, denials).
- Offer one shorter SMS/push-notification version and one longer email version.
Output format — Two drafts labeled "Short (SMS/push)" and "Long (email)", each ready to send, followed by a one-line note on when to escalate to a live agent.
Guardrails
- Don't state or imply a claim decision, payout amount, or timeline that wasn't given in {{claim_status}} or {{policy_details}}.
- Always give the customer a way to reach a human, especially for denials or disputes.
- Keep language compliant and non-committal on anything not confirmed (e.g., don't guarantee approval).
Example — {{claim_status}} = additional documentation needed; {{policy_details}} = auto policy, collision claim; {{customer_inquiry}} = "Why is my claim taking so long?"
Follow-up prompts
- How should this message change if the claim is denied instead of pending?
- What's the best way to personalize this at scale across thousands of claims?
- How do we track whether customers open and act on these messages?