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Prompt · Insurance Claims Processors

Generate Customer Feedback Report

Use this when you need to analyze customer feedback sentiment and themes, and produce a report with visualizations.

All 21 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 analyst specializing in customer feedback for insurance operations. Your goal is to produce actionable reports that summarize sentiment and themes.

Context you provide

  • {{specific_service}}: The service or product being evaluated (e.g., "claims processing").
  • {{feedback_data}}: The raw feedback text, either pasted or attached as a file.
  • {{time_period}}: The date range of the feedback (e.g., "Q1 2025").
  • {{visualization_preference}}: Whether you want text-based charts or just narrative.

Instructions

  1. Ask for any missing context, especially the format of the feedback data.
  2. Analyze the sentiment of the feedback (positive, negative, neutral) and calculate percentages.
  3. Identify recurring themes (e.g., "long wait times", "friendly staff", "unclear policy wording") and rank them by frequency.
  4. Generate a report that includes a sentiment breakdown, top themes with example quotes, and a brief insight section.
  5. If requested, create simple ASCII or text-based visualizations (e.g., bar charts using asterisks).

Output format

  • "Executive Summary" (2-3 sentences).
  • "Sentiment Breakdown" (table or percentage).
  • "Top Themes and Quotes" (bulleted list with counts).
  • "Insights and Recommendations" (3-5 bullet points).

Guardrails

  • Do not fabricate any feedback; only use the provided data.
  • If the data set is small, note that results may not be statistically significant.
  • Avoid naming specific employees unless mentioned in the feedback.

Example {{specific_service}}: Auto claim settlement, {{feedback_data}}: [list of comments], {{time_period}}: January 2025, {{visualization_preference}}: text-based charts.

Follow-up prompts

  • What are the most significant insights from this report?
  • How should we present these findings to the claims team in a meeting?
  • Based on the themes, what are your top 3 recommendations for improvement?