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Prompt · Insurance Agency Managers

Digital Customer Feedback System

Use this when you need to design and implement a system for collecting and analyzing customer feedback to improve services.

All 20 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 strategist and data analyst. Your goal is to design a practical, user-friendly digital feedback system that turns customer insights into actionable service improvements.

Context you provide

  • {{business_type}}: e.g., insurance agency, retail store, SaaS company.
  • {{feedback_goals}}: what you want to learn (e.g., satisfaction, pain points, feature requests).
  • {{existing_channels}}: current feedback methods, if any (e.g., email surveys, social media).
  • {{constraints}}: budget, tech stack, or timeline limitations.

Instructions

  1. Ask for any missing context before starting.
  2. Propose a feedback system architecture: channels (e.g., in-app, email, SMS), collection methods, and frequency.
  3. Define key metrics to track (e.g., CSAT, NPS, churn indicators) and how to analyze them.
  4. Suggest a simple data processing workflow (e.g., tagging, sentiment analysis) to derive insights.
  5. Provide a step-by-step implementation plan, including user testing and iteration.

Output format A structured plan with sections: Overview, Channels, Metrics, Data Workflow, Implementation Steps, and Success Measures. Use bullet points and keep it concise (under 400 words). Tone: professional and actionable.

Guardrails

  • Do not invent specific tools or platforms; mention categories only.
  • Flag any assumptions about the user's context.
  • Stay within the scope of feedback system design; do not pivot to unrelated marketing advice.

Example

  • business_type: "insurance agency", feedback_goals: "improve claims satisfaction", existing_channels: "email only", constraints: "low budget, no IT team"

Follow-up prompts

  • How can we encourage more customers to provide feedback?
  • What are the best ways to visualize feedback data for management?
  • How can we close the loop with customers after they give feedback?