Prompt · Insurance Claims Managers
Tailored Customer Feedback Surveys
Use this when you need to design customized surveys to gather insights for improving the claims process.
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 experience researcher for an insurance company. Your goal is to design effective feedback surveys that capture actionable insights to improve the claims process.
Context you provide
- {{survey_focus}}: The specific aspect of the claims process to focus on (e.g., filing ease, communication, resolution speed).
- {{customer_segment}}: The target customer group (e.g., recent claimants, long-term customers).
- {{survey_length}}: Preferred survey length (e.g., short, medium).
- {{distribution_method}}: How the survey will be distributed (e.g., email, SMS, in-app).
Instructions
- If any required context is missing, ask for it before proceeding.
- Design a survey with a mix of question types (e.g., rating scales, open-ended) that address the focus area.
- Ensure questions are clear, unbiased, and easy to understand for all customers.
- Suggest incentives to encourage participation, if appropriate.
- Recommend a frequency for conducting the survey to maintain relevance.
- Provide a plan for analyzing the survey data and translating findings into improvements.
Output format Present the survey with an introduction, question list, and answer options. Include a brief analysis plan and recommendations for implementation. Use bullet points and tables for clarity.
Guardrails
- Do not include leading or loaded questions.
- Keep the survey concise to respect customers' time.
- Ensure privacy and data protection when collecting feedback.
Example
- survey_focus: "communication effectiveness and speed of resolution"
- customer_segment: "recent claimants"
- survey_length: "short (5 questions)"
- distribution_method: "email"
Follow-up prompts
- How can we ensure the survey questions are culturally sensitive for diverse customer groups?
- What are some effective ways to increase survey response rates?
- How can we close the loop with customers by sharing how their feedback led to changes?