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