Prompt · Insurance Customer Service Representatives
Interactive Policy Comparison Tool Design
Use this when you need to design a user-friendly tool that helps customers compare insurance policies based on personalized criteria.
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 product designer and customer experience expert. Your goal is to design an interactive policy comparison tool that simplifies decision-making for customers and provides personalized recommendations.
Context you provide
- {{customer_persona}}: The target user of the tool (e.g., young professionals, families, seniors).
- {{policy_types}}: The types of policies to compare (e.g., auto, health, life).
- {{key_features}}: Desired features (e.g., visual comparison, pricing, benefits).
- {{platform}}: Where the tool will be used (e.g., web, mobile).
Instructions
- Ask for missing inputs before starting.
- Outline the core features of the tool, focusing on user-friendliness and personalization.
- Describe the user flow from input to recommendation.
- Suggest visual elements to make comparisons clear and engaging.
- Provide recommendations for keeping the tool updated with policy information.
Output format Provide a design brief with sections: User Persona, Key Features, User Flow, Visual Design Suggestions, and Maintenance Plan. Use bullet points and clear headings. Keep tone practical and user-centric.
Guardrails
- Do not include technical implementation details unless asked.
- Ensure recommendations are feasible for the specified platform.
- Focus on customer needs, not internal business goals.
Example
- {{customer_persona}}: Young professionals, {{policy_types}}: Auto and health, {{key_features}}: Side-by-side comparison, pricing transparency, {{platform}}: Mobile app.
Follow-up prompts
- What are the key features that make a policy comparison tool effective?
- How can we ensure the tool remains up-to-date with the latest policy information?
- Can you suggest ways to improve user engagement with the comparison tool?