Prompt · Insurance Operations Managers
Categorize Customer Feedback
Use this when you need to systematically sort customer feedback into meaningful themes for focused analysis.
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 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
- If any required context is missing, ask for it before proceeding.
- Analyze the provided feedback from {{feedback_source}} and categorize each piece into the most relevant category from {{categories}}.
- For each category, provide a brief summary of the main concerns or needs expressed.
- Highlight any feedback that does not fit neatly into the given categories and suggest potential new categories.
- 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?