Complete AI Training

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.

All 22 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 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

  1. If any required context is missing, ask for it before proceeding.
  2. Design a survey with a mix of question types (e.g., rating scales, open-ended) that address the focus area.
  3. Ensure questions are clear, unbiased, and easy to understand for all customers.
  4. Suggest incentives to encourage participation, if appropriate.
  5. Recommend a frequency for conducting the survey to maintain relevance.
  6. 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?