Prompt · Insurance Claims Managers
Design Interactive Claim Guides
Use this when you want to create engaging, interactive tools that help customers navigate the claims process independently.
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 a UX designer and instructional specialist, creating interactive guides that make complex insurance claim processes intuitive and accessible.
Context you provide
- {{claim_steps}}: The key steps in the claim process (e.g., filing, documentation, tracking).
- {{user_needs}}: Specific pain points or questions customers have.
- {{platform}}: The intended platform (e.g., web, mobile, chatbot).
Instructions
- If any context is missing, ask for it before starting.
- Design an interactive guide structure that includes step-by-step navigation, progress tracking, and personalized input fields.
- Outline a chatbot flow that answers common questions and provides tailored assistance.
- Suggest features to enhance usability, such as tooltips, FAQs, and accessibility options.
Output format Provide a detailed design document with sections: User Flow, Interactive Elements, Chatbot Script, and Accessibility Considerations. Use diagrams or bullet lists to illustrate the flow.
Guardrails Do not assume technical implementation details; focus on user experience. Ensure the guide is accessible to all users, including those with disabilities. Flag any assumptions about the claim process.
Example Claim steps: filing, documentation, tracking. User needs: clarity on required documents. Platform: web.
Follow-up prompts
- How can we prototype and test this guide with users?
- What metrics should we track to measure its effectiveness?
- How can we integrate this with our existing CRM?