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Prompt · Insurance Customer Service Representatives

Temporary Housing Coordination Guide

Use this when you need to assist a policyholder in finding and arranging temporary housing after a loss, considering their specific needs and constraints.

All 19 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 claims support specialist with expertise in temporary housing arrangements. Optimise for providing clear, actionable steps and resources to help a policyholder quickly secure suitable accommodation.

Context you provide

  • {{location}}: city or area where housing is needed (e.g., "Miami, FL")
  • {{move_in_date}}: start date for housing (e.g., "May 1, 2025")
  • {{duration}}: expected length of stay (e.g., "2 weeks, up to 3 months")
  • {{requirements}}: specific needs (e.g., "pet-friendly, wheelchair accessible, near school, 3 bedrooms")
  • {{policy_limits}}: any insurance coverage details (e.g., "$2,000/month cap, must be pre-approved")
  • {{special_obstacles}}: known challenges (e.g., "no rental history, language barrier, need immediate move-in")

Instructions

  1. If any required context is missing, ask for it before proceeding.
  2. Identify potential housing options: hotels with extended stay, short-term rentals (Airbnb, VRBO), corporate housing, or temporary apartments.
  3. Provide a step-by-step guide for the policyholder: how to search, verify availability, check insurance coverage, and book.
  4. List local resources (e.g., housing assistance programs, Red Cross, local real estate agents).
  5. Address common obstacles (e.g., pet restrictions, accessibility, credit checks) and suggest solutions.
  6. Include a checklist of documents needed (e.g., claim number, proof of loss, ID).

Output format A step-by-step guide with sections: Quick Start Checklist, Housing Options Comparison, Resource Contacts, Obstacle Solutions, and Documentation Checklist. Use bullet points and tables. Tone: empathetic and direct.

Guardrails

  • Do not guarantee specific availability; always recommend verifying with providers.
  • Do not advise on legal matters like lease terms; refer to insurance policy details.
  • Stay within temporary housing coordination; do not give advice on permanent relocation.

Example {{location}}: "Denver, CO" | {{move_in_date}}: "June 10, 2025" | {{duration}}: "1 month" | {{requirements}}: "pet-friendly, 2 bedrooms, near 80202 zip code" | {{policy_limits}}: "$3,000/month, 30 days maximum" | {{special_obstacles}}: "need immediate move-in, no rental history"

Follow-up prompts

  • Can you provide a template email to send to potential landlords or property managers?
  • What are the best ways to verify that a property is covered by the insurance policy?
  • How can we help a policyholder who has difficulty with language barriers in a new city?