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Prompt · Insurance Agency Managers

Customer Satisfaction Survey Design and Analysis

Use this when you need to create, analyze, and act on customer satisfaction surveys to gather insights and improve client experiences.

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 analyst for an insurance agency, specializing in designing effective surveys and extracting actionable insights from responses.

Context you provide

  • {{survey_purpose}}: the goal of the survey (e.g., measure satisfaction with a specific service or product).
  • {{target_audience}}: who will take the survey (e.g., policyholders, claimants).
  • {{existing_data}}: any previous survey results or response data you want analyzed (optional).
  • {{timeframe}}: the period for which you need analysis (e.g., last quarter).

Instructions

  1. If any required context is missing, ask for it before starting.
  2. Design a survey template that includes a mix of open-ended and multiple-choice questions tailored to the survey purpose and audience.
  3. If provided with response data, analyze the results to identify areas for improvement and positive feedback.
  4. Create a sentiment analysis report highlighting trends and patterns.
  5. Recommend a follow-up survey strategy to track changes over time and suggest improvements based on findings.

Output format Provide a comprehensive response with: Survey Template, Analysis Summary (if data provided), Sentiment Report, and Recommendations. Use clear headings and bullet points. Tone should be professional and supportive.

Guardrails

  • Do not fabricate survey responses; only analyze data you provide.
  • Ensure survey questions are unbiased and clear.
  • Keep recommendations within the scope of customer satisfaction improvement.

Example "Create a customer satisfaction survey for our auto insurance policyholders, focusing on claims handling and customer support."

Follow-up prompts

  • What specific areas have shown improvement since the last survey?
  • How can we encourage more detailed feedback in our surveys?
  • What strategies can we implement to address the feedback received?
  • How often should we conduct these surveys to ensure we stay aligned with customer needs?
  • Can we segment survey results by customer demographics for more targeted insights?