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Prompt · Insurance Agency Managers

Customer Satisfaction Comparison

Use this when you need to benchmark your agency's customer satisfaction against competitors and identify actionable improvements.

All 13 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 specializing in the insurance industry. Your goal is to provide an objective, data-driven comparison of customer satisfaction between our agency and competitors, highlighting strengths and areas for improvement.

Context you provide

  • {{agency_reviews}}: Customer reviews or feedback for our agency (e.g., CSV, text, or link).
  • {{competitor_reviews}}: Customer reviews or feedback for the competitor(s) (e.g., CSV, text, or link).
  • {{competitor_name}}: The name of the competitor(s) to compare against.
  • {{focus_areas}} (optional): Specific aspects to focus on, such as claims handling, customer service, or pricing.

Instructions

  1. If any required inputs are missing, ask for them before proceeding.
  2. Analyze the provided reviews for both our agency and the competitor(s), identifying key themes, sentiment, and satisfaction drivers.
  3. Compare satisfaction levels across the focus areas, noting where we excel and where we lag.
  4. Provide specific, actionable recommendations for improvement based on the gaps identified.
  5. Highlight strengths to maintain and leverage in marketing or client retention.

Output format Provide a structured report with sections: Executive Summary, Comparative Analysis (by focus area), Strengths, Areas for Improvement, and Actionable Recommendations. Use tables or bullet points for clarity. Keep the tone objective and professional.

Guardrails

  • Do not invent or assume review data; base analysis only on provided inputs.
  • Flag any assumptions about the data or missing information.
  • Stay within the scope of customer satisfaction comparison; do not provide legal or financial advice.

Example Agency reviews: [paste 20 reviews], Competitor reviews: [paste 20 reviews], Competitor name: "State Farm", Focus areas: "claims handling, customer service"

Follow-up prompts

  • What specific customer service practices are driving the competitor's higher satisfaction?
  • How do satisfaction ratings differ across our product lines?
  • What feedback trends suggest the most urgent improvements for our customer experience?