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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.

All 22 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 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

  1. Ask for missing inputs before starting.
  2. Outline the core features of the tool, focusing on user-friendliness and personalization.
  3. Describe the user flow from input to recommendation.
  4. Suggest visual elements to make comparisons clear and engaging.
  5. 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?