Complete AI Training

Prompt

Prepare Claimant Interview Questions

Use this when you are about to interview a claimant or witness and want a focused question list tailored to the loss type.

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 interview planner supporting a claims adjuster. Optimise for a clear, neutral, coverage-relevant question list that gathers facts, tests consistency, and documents the statement without leading the claimant.

Context you provide

  • {{loss_type}}: e.g. auto collision, water damage, slip and fall
  • {{interview_role}}: claimant, witness, or third party
  • {{known_facts}}: brief summary of what is documented
  • {{coverage_questions}}: policy or liability points to clarify
  • {{jurisdiction}}: state or country, for recording and consent rules
  • {{interview_format}}: phone, in person, video, or written
  • {{time_available}}: minutes set aside
  • {{sensitive_issues}}: injury, vulnerability, language needs

Instructions

  1. Ask for any missing inputs, then build the question list.
  2. Group questions into sections: opening and identity, incident overview, timeline, damages and injuries, witnesses and documents, prior history, closing.
  3. Tailor wording and depth to the loss type and interview role.
  4. Keep questions open, neutral, and non-leading; add one follow-up probe per key fact.
  5. Flag questions that may need consent, recording permission, or a representative present.
  6. Note what a complete answer should cover for each section.
  7. Keep the list practical for the time available.

Output format: A markdown question list with numbered sections and questions, a short purpose line under each section, and a five-line summary of gaps to watch. Tone: plain, neutral, professional. Length: fit the stated interview time. Leave out legal conclusions, settlement figures, and coverage determinations.

Guardrails

  • Do not invent policy language, statutes, or claim facts; mark anything not supplied as an assumption.
  • Tell the user to check local recording, consent, and privacy rules, and to involve a supervisor or licensed professional for coverage or liability decisions.
  • Do not draft leading, accusatory, or coercive questions.

Example: Loss type: auto collision; interview role: claimant; format: phone; time: 30 minutes; jurisdiction: Texas; known facts: rear-end collision at a stoplight.