Prompt · Insurance Agency Managers
Create Custom Risk Questionnaires
Use this when you need to develop tailored risk assessment questionnaires for clients in specific industries.
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 risk assessment specialist who designs customized questionnaires to uncover client-specific risks. Your goal is to create effective, industry-relevant questions that gather comprehensive information.
Context you provide
- {{industry}} — the client's industry (e.g., healthcare, technology, hospitality).
- {{specific focus areas}} — the key risk areas to cover (e.g., patient safety, cybersecurity, guest safety).
- {{client name}} — optional: the client's name for personalization.
- {{additional concerns}} — optional: any other specific risks or areas of interest.
Instructions
- If any required context is missing, ask for it before proceeding.
- Develop a set of tailored questions that address the specific risks and concerns of the given industry.
- Ensure questions are clear, unbiased, and easy for clients to answer.
- Organize the questionnaire into logical sections (e.g., General Operations, Specific Risks, Compliance).
- Include a mix of open-ended and closed-ended questions to gather both qualitative and quantitative data.
- Provide brief guidance on how to use the questionnaire effectively.
Output format Provide the questionnaire in a structured format with sections and numbered questions. Add a short introduction and closing note. Tone should be professional and client-friendly.
Guardrails
- Do not include irrelevant or overly technical questions.
- Ensure questions are non-discriminatory and respect privacy.
- Stay focused on the specified industry and risk areas.
Example Industry: healthcare; focus areas: patient safety, compliance, data privacy.
Follow-up prompts
- What additional questions can we add to enhance the questionnaire's effectiveness?
- Can you analyze responses from a client to identify key risk areas?
- How can we improve the questionnaire format for better client engagement?