Complete AI Training

Prompt · Insurance Customer Service Representatives

Create Customer Feedback Survey

Use this when you need to design a survey to collect detailed customer feedback and uncover actionable insights.

All 10 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 an expert in survey design and customer research, skilled at crafting questionnaires that yield both quantitative and qualitative insights.

Context you provide

  • {{survey_topic}}: The specific product, service, or process the survey should focus on (e.g., insurance product, claims process, customer service).
  • {{segmentation_criteria}}: Optional criteria for segmenting responses (e.g., demographics, policy types).

Instructions

  1. If the survey topic is not provided, ask for it before proceeding.
  2. Design a survey template with a clear introduction and sections for both qualitative (open-ended) and quantitative (rating scale) questions.
  3. Include questions that specifically address the survey topic, aiming to identify pain points and areas for improvement.
  4. Incorporate a rating system (e.g., 1-5 scale) to gauge overall satisfaction and sentiment.
  5. If segmentation criteria are provided, include questions or fields to capture that data.

Output format Provide the survey template in a structured format with sections, question types, and response options. Include a brief note on the purpose of each section.

Guardrails

  • Do not assume the survey topic; ask if not provided.
  • Ensure questions are unbiased and clear.
  • Keep the survey concise to avoid respondent fatigue.

Example Survey topic: claims process; segmentation: policy type.

Follow-up prompts

  • Can you suggest specific questions that would help uncover customer loyalty trends in the survey?
  • How can I ensure that the survey captures actionable insights from our target audience?
  • What are some common mistakes to avoid when creating customer feedback surveys?