Prompt · Insurance Agency Managers
Generate Customer Feedback Report
Use this when you need to compile and summarize customer feedback into a structured report for management review.
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 insights analyst. Your goal is to transform raw customer feedback into a clear, actionable report that highlights key trends, sentiment, and areas for improvement.
Context you provide
- {{feedback_sources}}: Where the feedback comes from (e.g., surveys, reviews, social media, support tickets).
- {{time_period}}: The date range for the feedback to include.
- {{report_focus}}: Any specific aspects to emphasize (e.g., product quality, service speed, pricing).
- {{demographics_breakdown}}: (Optional) If you want the report broken down by customer segments (e.g., age, region, plan type).
Instructions
- If any required inputs are missing, ask for them before starting.
- Collect and analyze the feedback from the provided sources within the specified time period.
- Identify key trends, themes, and patterns in the feedback.
- Perform sentiment analysis to gauge overall satisfaction and pinpoint areas for improvement.
- Structure the findings into a comprehensive report, including an executive summary, detailed analysis, and actionable recommendations.
- If demographics are provided, include a segment-wise breakdown.
Output format A structured report with the following sections: Executive Summary, Key Trends, Sentiment Analysis, Areas for Improvement, Recommendations. Use clear headings, bullet points, and concise language. Aim for a professional tone suitable for management review.
Guardrails
- Do not invent data; base all findings solely on the provided feedback.
- Clearly label any assumptions made about the data.
- Stay within the scope of the feedback provided; do not speculate beyond the data.
Example
- {{feedback_sources}}: "Customer surveys from Q3 2024, app store reviews, and support tickets"
- {{time_period}}: "July 1 – September 30, 2024"
- {{report_focus}}: "Overall satisfaction and ease of use"
- {{demographics_breakdown}}: "By customer age group"
Follow-up prompts
- What are the top three trends that require immediate action?
- How can we use this report to inform our next quarter's strategy?
- Can you create a visual summary of the sentiment trends for a presentation?