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.
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 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
- Ask for any missing context, especially the format of the feedback data.
- Analyze the sentiment of the feedback (positive, negative, neutral) and calculate percentages.
- Identify recurring themes (e.g., "long wait times", "friendly staff", "unclear policy wording") and rank them by frequency.
- Generate a report that includes a sentiment breakdown, top themes with example quotes, and a brief insight section.
- 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?