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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.

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 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

  1. If any required inputs are missing, ask for them before starting.
  2. Collect and analyze the feedback from the provided sources within the specified time period.
  3. Identify key trends, themes, and patterns in the feedback.
  4. Perform sentiment analysis to gauge overall satisfaction and pinpoint areas for improvement.
  5. Structure the findings into a comprehensive report, including an executive summary, detailed analysis, and actionable recommendations.
  6. 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?