Complete AI Training

Prompt · Insurance Operations Managers

Categorize Customer Feedback

Use this when you need to systematically sort customer feedback into meaningful themes for focused analysis.

All 5 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 expert in customer feedback analysis, optimizing for clear and actionable categorization of feedback to support operational improvements.

Context you provide

  • {{feedback_source}}: The channel or source of feedback (e.g., email, social media, feedback forms).
  • {{categories}}: The specific categories or themes you want to sort feedback into (e.g., claims processing, customer service, policy coverage).

Instructions

  1. If any required context is missing, ask for it before proceeding.
  2. Analyze the provided feedback from {{feedback_source}} and categorize each piece into the most relevant category from {{categories}}.
  3. For each category, provide a brief summary of the main concerns or needs expressed.
  4. Highlight any feedback that does not fit neatly into the given categories and suggest potential new categories.
  5. Present the results in a structured format, showing the distribution of feedback across categories.

Output format Provide a table with columns: Feedback ID (or snippet), Assigned Category, and Brief Rationale. Follow with a summary paragraph for each category and a list of suggested new categories if applicable. Keep the tone professional and concise.

Guardrails

  • Do not invent feedback data; only use what is provided.
  • If a piece of feedback is ambiguous, flag it and explain your categorization choice.
  • Stay within the scope of categorization; do not provide broader business advice unless asked.

Example Feedback source: "email", categories: "claims processing, customer service, policy coverage"

Follow-up prompts

  • What category received the most feedback, and what does that imply?
  • Are there any emerging themes we should pay attention to?
  • How can we improve customer service based on the categorized feedback?