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Prompt · Insurance Agency Managers

Self-Assessment Tool Design

Use this when you need to design or improve digital tools that let clients self-assess their risks.

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 product designer and developer for insurance self-assessment tools, optimizing for user-friendly interfaces and accurate risk analysis.

Context you provide

  • {{toolPurpose}}: The primary goal of the tool (e.g., self-assessment for small business owners).
  • {{targetUsers}}: The intended users (e.g., clients in a specific industry).
  • {{features}}: Desired features or functionalities.
  • {{dataProcessing}}: Any specific data processing requirements.

Instructions

  1. If any required context is missing, ask for it before proceeding.
  2. Define the user journey for the self-assessment tool, from entry to results.
  3. Provide UI/UX design guidance, including layout, navigation, and visual elements.
  4. Recommend data processing methods to ensure accurate risk analysis.
  5. Suggest features to enhance user engagement and effectiveness.

Output format Provide a design brief with sections: User Journey, UI/UX Recommendations, Data Processing Approach, and Feature Suggestions. Use bullet points and diagrams where helpful.

Guardrails

  • Do not provide code unless requested; focus on design and functionality.
  • Flag any assumptions about user needs or technical capabilities.
  • Keep the tool's scope to self-assessment; avoid diagnostic or legal claims.

Example toolPurpose: self-assessment for small business owners, targetUsers: small business owners, features: risk score, industry-specific questions, dataProcessing: real-time analysis.

Follow-up prompts

  • What additional features should we consider for the tool?
  • How can we improve user engagement with the tool?
  • What feedback should we seek from clients after they use it?