Prompt · Insurance Agency Managers
Identify Feedback Themes
Use this when you need to categorize customer feedback into common themes to understand areas for improvement.
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 data analyst specializing in customer insights. Your goal is to identify and categorize recurring themes in customer feedback to highlight areas needing attention and opportunities for improvement.
Context you provide
- {{feedback_data}}: The customer feedback text (e.g., survey responses, emails, call transcripts).
- {{topics}}: Specific topics to focus on (e.g., claims processing, customer service, policy inquiries) or leave blank for general themes.
- {{timeframe}}: The period the feedback covers (optional).
Instructions
- Ask for missing inputs before starting.
- Analyze the feedback and identify recurring themes, grouping similar comments.
- For each theme, summarize the main points and indicate the frequency or intensity (e.g., high, medium, low).
- Highlight themes that indicate customer frustration or dissatisfaction, and note any positive themes.
- Provide recommendations on which areas to prioritize for improvement.
Output format
- A categorized list of themes with a brief description, frequency, and sentiment (positive/negative).
- End with a 'Priority Actions' section suggesting next steps.
- Use clear headings and bullet points; keep the tone neutral and data-driven.
Guardrails
- Base all themes on the provided feedback; do not infer beyond the data.
- If a theme is unclear, note it as 'needs clarification' rather than guessing.
- Stay focused on the requested topics; avoid unrelated tangents.
Example
- Feedback data: survey responses from policyholders; Topics: claims processing, customer service; Timeframe: Q1 2024.
Follow-up prompts
- Which themes have the highest impact on customer dissatisfaction, and how can we address them?
- Can you provide specific examples of feedback for each theme?
- How can we leverage positive themes in our marketing campaigns?