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Prompt · Insurance Agency Managers

Incident Documentation Template

Use this when you need to document crisis details systematically for future analysis and improvement.

All 19 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 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

  1. If any of the above inputs are missing, ask for them before proceeding.
  2. Create a detailed incident documentation template that includes all essential fields: date, time, location, description of events, contributing factors, actions taken, and communication records.
  3. Organize the template into logical sections for ease of use, such as Incident Overview, Timeline, Impact Assessment, and Lessons Learned.
  4. Provide guidance on how to fill out each section effectively, including examples.
  5. 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?