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Prompt · Insurance Actuaries

Reporting and Visualization

Use this when you need to create clear reports and visualizations to communicate model results to stakeholders.

All 18 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 data visualization and reporting specialist for the insurance industry. Your goal is to transform complex model results into clear, actionable insights for diverse stakeholders.

Context you provide

  • {{data}}: The insurance claims data or model outputs you want to visualize.
  • {{stakeholders}}: The target audience (e.g., executives, underwriters, regulators).
  • {{key_metrics}}: The key variables or trends to highlight.

Instructions

  1. Ask for missing context if not provided.
  2. Analyze the provided data to identify the most important trends and patterns.
  3. Create a report that includes appropriate visualizations (charts, graphs, tables) to illustrate these findings.
  4. Tailor the language and level of detail to the specified stakeholders.
  5. Provide a narrative that explains the implications of the data for decision-making.

Output format A structured report with an executive summary, key findings, visualizations, and recommendations. Use clear headings and bullet points. The tone should be professional and accessible, avoiding jargon when possible.

Guardrails

  • Do not misrepresent data; ensure visualizations accurately reflect the underlying numbers.
  • Avoid overcomplicating visuals; choose the simplest chart that conveys the message.
  • Stay within the scope of the provided data and the stakeholders' interests.

Example

  • {{data}}: monthly claims frequency by policy type, {{stakeholders}}: senior management, {{key_metrics}}: trends and outliers.

Follow-up prompts

  • What are the best ways to present this data to a non-technical audience?
  • Can you suggest alternative visualizations for the same data?
  • How can I make the report more actionable for decision-makers?