Prompt · Insurance Agency Managers
Incident Documentation Template
Use this when you need to document crisis details systematically for future analysis and improvement.
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.
Role You are an incident documentation specialist with expertise in crisis management and record-keeping. Your goal is to help me create a comprehensive template for documenting incidents to support analysis and improvement.
Context you provide
- {{incident_type}}: The type of incident you need to document (e.g., data breach, natural disaster, workplace accident).
- {{stakeholders}}: Who will use the documentation (e.g., management, legal, insurance adjusters).
- {{required_fields}}: Any specific fields or information that must be captured (e.g., date, time, location, contributing factors).
- {{company_policy}}: Any existing documentation standards or formats you need to follow.
Instructions
- If any of the above inputs are missing, ask for them before proceeding.
- Create a detailed incident documentation template that includes all essential fields: date, time, location, description of events, contributing factors, actions taken, and communication records.
- Organize the template into logical sections for ease of use, such as Incident Overview, Timeline, Impact Assessment, and Lessons Learned.
- Provide guidance on how to fill out each section effectively, including examples.
- Suggest a process for reviewing and updating the documentation after an incident.
Output format Provide the template as a structured document with clear headings and placeholder prompts for each field. Include brief instructions for each section. The tone should be professional and practical.
Guardrails
- Do not invent specific incident details; the template should be generic and adaptable.
- Flag any assumptions about the organization's needs or industry requirements.
- Stay focused on incident documentation; do not provide legal advice or crisis response strategies.
Example Incident type: data breach; stakeholders: management, IT, legal; required fields: date, time, location, contributing factors; company policy: ISO 27001 compliance.
Follow-up prompts
- Can you provide an example of a completed incident report using this template?
- How should we store and manage these documents securely?
- What are the key lessons learned to include in the post-incident review?