100 Best ChatGPT Customer Survey Prompts for Insurance Agents

Direct Answer

The best ChatGPT prompts for customer survey for insurance agents are tailored prompts that cover onboarding, claims, renewal, and service experiences. Use them to collect structured feedback, benchmark performance, and identify improvement opportunities while ensuring privacy and compliance.

Introduction

This page is a practical prompt library for creating customer surveys tailored to insurance agents. It provides 100 copyable prompts that help you measure satisfaction, identify pain points, and drive improvements across auto, home, life, and health policies.

Whether you are an insurer, agency, or broker, these prompts give you ready-to-use surveys for onboarding, claims, renewals, and ongoing service experiences.

How to Use These ChatGPT Prompts

• Replace placeholders like [industry], [audience], and [tone] with your specifics.
• Add constraints to align with regulatory requirements and privacy rules.
• Request outputs in a consistent format suitable for your database or analytics tool.
• Verify outputs by piloting with a small customer cohort before broad deployment.
• If needed, combine multiple prompts to build a full survey flow.
• Ensure responses are stored securely and analyzed with clear attribution.

100 Best ChatGPT Customer Survey Prompts for Insurance Agents

1. Onboarding survey questions: You are a questions designer for an insurance firm. Task: generate a concise customer onboarding survey for new policyholders. Context: policy types include auto, home, life, and health. Output format: numbered bullet list with 12 items in the tone of a friendly advisor. Constraints: avoid legal advice, keep jargon minimal, ensure at least one question about channel preference and one about documentation speed.
2. Policy satisfaction baseline: You are an analytics consultant for an insurer. Task: draft a baseline customer satisfaction survey for current auto and home policyholders. Context: baseline should enable tracking after six months and after a claim. Output format: a structured table-like list using numbers for questions and a five point Likert scale for responses. Constraints: include at least one question on premium fairness and one on digital channel ease of use.
3. Post-claim experience: You are a customer experience strategist. Task: design a post-claim survey to measure claim handling satisfaction. Context: include stages from filing to payout. Output format: list of 10 questions with optional open-ended comment box. Constraints: rate timeliness, communication clarity, and settlement fairness; provide space for the claim number references.
4. Cross-sell readiness: You are a product optimization consultant. Task: build a cross-sell survey for existing policyholders to identify interest in add-ons. Context: include risk factors and life events. Output format: 8 close-ended questions plus 2 open-ended slots. Constraints: avoid pressure tactics, ensure compliance with privacy rules.
5. Channel preference: You are a channel optimization analyst. Task: create a survey to map preferred communication channels. Context: include options for phone, email, app chat, and in-person. Output format: checklist-style with 6 items and one matrix rating. Constraints: capture preferred response time target.
6. Policy renewal intent: You are a renewal strategist. Task: draft a survey to capture renewal likelihood for all lines. Context: include factors like price, coverage gaps, and service. Output format: short form with 10 items and a final rating. Constraints: provide space for customers to note changes they want.
7. Satisfaction driver map: You are a data analyst. Task: design a survey to identify drivers of satisfaction across policy types. Context: separate blocks for auto, property, life. Output format: matrix with driver categories and importance/impact scores. Constraints: include an optional comment field.
8. NPS quick survey: You are an NPS program manager. Task: craft an eight-question Net Promoter Score survey for policyholders. Context: include a clear promoter/detractor follow-up. Output format: numeric rating plus text follow-up prompts. Constraints: keep within eight questions, ensure a single global NPS calculation.
9. Claims customer prompts: You are a claims experience designer. Task: compose a survey to evaluate claims experience from first notice to settlement. Context: include timeliness, communication, and fairness. Output format: 9 items with a mix of scale and open-ended prompts. Constraints: align with regulatory disclosures.
10. Premium fairness checks: You are a fairness auditor. Task: develop a survey to assess perceived premium fairness. Context: include price changes and value received. Output format: 7 items with Likert scale. Constraints: ensure transparency questions about discounts.
11. Digital self-service: You are a digital UX researcher. Task: draft a survey evaluating self-service portal and app usability. Context: mobile and desktop experiences. Output format: 6 rating questions plus 2 open comments. Constraints: measure time to complete tasks and error frequency.
12. Claims intake ease: You are a UX researcher. Task: create a survey focusing on the initial claims intake experience. Context: cover form simplicity and document upload. Output format: 8 items with a mix of scales and open feedback. Constraints: include a rating of intake speed.
13. Policyholder emotions: You are a customer psychologist. Task: design a sentiment survey for policyholders after policy purchase. Context: track trust and anxiety levels. Output format: 6 items with short qualitative responses. Constraints: avoid sensitive data.
14. Channel response times: You are a service operations analyst. Task: build a survey to measure perceived response times across channels. Context: include target times per channel. Output format: 5 items with a scale plus optional notes. Constraints: compare against promised SLAs.
15. Agent interaction quality: You are a trainer for agents. Task: create a survey to rate agent interactions during servicing. Context: include knowledge, courtesy, and problem resolution. Output format: 8 items with 5-point scale. Constraints: provide space for agent ID.
16. Policy change feedback: You are a product feedback lead. Task: design a survey for feedback on policy changes or upgrades. Context: include communication clarity and update impact. Output format: 7 items with responses and one optional comment. Constraints: link to roadmap transparency.
17. Billing experience: You are a finance experience designer. Task: craft a billing experience survey. Context: focus on bill accuracy, frequency, and portal charges. Output format: 6 items with scale and one open field. Constraints: include a fraud warning awareness item.
18. Customer journey map: You are a journey mapping expert. Task: build a survey to collect data for a multi-step journey map across touchpoints. Context: separate by channel and stage. Output format: 10 items with two-column responses. Constraints: align with journey phases.
19. Policy hold efficiency: You are an operations analyst. Task: assess hold times for policy servicing. Context: include average hold time and resolution on return. Output format: 6 items with numeric scales. Constraints: provide benchmark targets.
20. Referral likelihood: You are a marketing researcher. Task: survey to measure referral willingness. Context: include incentives and social proof. Output format: 5 items with scale and one optional comment. Constraints: track referral conversion rate.
21. Satisfaction by line: You are an analyst. Task: segment satisfaction by insurance line (auto, home, life, health). Output format: 8 items per line with comparative ratings. Constraints: ensure cross-line comparability.
22. Policy renewal friction: You are a user researcher. Task: identify friction points at renewal. Context: include document checks and price quotes. Output format: 9 items with yes/no plus open-ended. Constraints: provide recommended improvements.
23. Documentation ease: You are a process engineer. Task: test document submission flow for new policies. Context: required docs and upload prompts. Output format: 7 items with success/failure indicators. Constraints: include error guidance.
24. Agent helpfulness: You are a training manager. Task: evaluate agent helpfulness during policy servicing. Context: include escalation handling. Output format: 6 items with scale and comment field. Constraints: anonymize agent IDs.
25. Post-service recap: You are a service coach. Task: design a post-service recap survey for customers. Context: summarize interaction steps and outcomes. Output format: 5 items with short answers. Constraints: encourage feedback on next best action.
26. Complaint avoidance: You are a quality auditor. Task: create a survey to identify potential complaints before they escalate. Context: cover root causes and predictability. Output format: 7 items with yes/no and open fields. Constraints: flag high-risk drivers.
27. Policy value check: You are a value analyst. Task: survey to assess perceived value of coverage. Context: include endorsements and discounts. Output format: 6 items with Likert scale. Constraints: tie to value score.
28. Product gap signals: You are a market researcher. Task: collect signals for coverage gaps customers want. Context: auto and home focus. Output format: 8 items with open-ended. Constraints: categorize gaps.
29. Retention nudges: You are a retention marketer. Task: survey to identify triggers for staying with the insurer. Context: include loyalty milestones. Output format: 6 items with scale. Constraints: propose follow-up actions.
30. New policy experience: You are a policy launch lead. Task: gather feedback on the new policy onboarding. Context: compare to prior offerings. Output format: 9 items with mix of scales and comments. Constraints: measure clarity of terms.
31. Agent channel mix: You are a channel strategy analyst. Task: survey to understand channel mix preferences for agents serving clients. Context: multiple channels with role-based prompts. Output format: 7 items with ranking. Constraints: provide recommendations.
32. Claims prevention prompts: You are a risk advisor. Task: collect customer input on loss prevention tips. Context: property and auto. Output format: 5 items with binary decisions plus comments. Constraints: suggest proactive guidance.
33. Customer education: You are an education designer. Task: evaluate effectiveness of policy education materials. Context: include PDFs, videos, and in-app help. Output format: 6 items with rating and comment. Constraints: identify preferred formats.
34. Digital onboarding flow: You are a UX researcher. Task: test the digital onboarding flow for new customers. Context: multi-step process. Output format: 8 items with success indicators. Constraints: include time-to-completion target.
35. Policy upgrade interest: You are a product researcher. Task: gauge interest in policy upgrades. Context: include mid-term and end-term opportunities. Output format: 7 items with open-ended responses. Constraints: categorize upgrade types.
36. First notice experience: You are a claims liaison. Task: survey customers after first notice of loss. Context: speed, empathy, and guidance. Output format: 6 items with scale and comments. Constraints: ensure privacy compliance.
37. Renewal communication: You are a communications strategist. Task: evaluate renewal reminders and notices. Context: channels and timing. Output format: 5 items with preferences and open input. Constraints: test message clarity.
38. Policyholder trust: You are a trust-building specialist. Task: measure trust after interactions. Context: across touchpoints. Output format: 6 items with qualitative slots. Constraints: summarize trust delta.
39. Claims adjuster rating: You are a claims trainer. Task: rate adjuster performance post-claim. Context: include fairness, transparency, and speed. Output format: 7 items with Likert scale. Constraints: redact agent names.
40. Underwriting clarity: You are an underwriting educator. Task: assess customer understanding of underwriting decisions. Context: include explanations and timelines. Output format: 6 items with scale. Constraints: require plain-English language.
41. Policy benefits clarity: You are a benefits editor. Task: test understanding of policy benefits and limits. Context: auto, home, life. Output format: 8 items with true/false and short explanations. Constraints: avoid legalese.
42. Discount visibility: You are a pricing analyst. Task: survey to verify customer awareness of discounts. Context: multiple discount types. Output format: 5 items with yes/no. Constraints: suggest communication improvements.
43. Emergency contact prompts: You are a policyholder communications lead. Task: capture effectiveness of emergency contact processes. Context: after accidents or loss events. Output format: 6 items with rating and comments. Constraints: ensure privacy compliance.
44. Satisfaction by region: You are an regional analyst. Task: compare satisfaction across regions. Context: auto and home lines. Output format: 8 items with regional tags. Constraints: keep sample sizes comparable.
45. Agent feedback loop: You are a feedback specialist. Task: collect agent-initiated feedback on customer surveys. Context: improve survey relevance. Output format: 6 items with open-ended prompts. Constraints: maintain neutrality.
46. Post-claims education: You are a customer education designer. Task: survey to assess post-claims educational impact. Context: include guidance on next steps. Output format: 5 items with short responses. Constraints: measure comprehension.
47. Fraud awareness: You are a compliance analyst. Task: gauge customer awareness of fraud protection resources. Context: phishing, scams. Output format: 4 items with yes/no and comments. Constraints: provide links to resources.
48. Policy term clarity: You are a terms expert. Task: test understanding of terms and conditions in policies. Context: highlight exclusions. Output format: 6 items with short answers. Constraints: ensure simple language.
49. Loyalty program view: You are a loyalty researcher. Task: survey to assess perception of loyalty rewards. Context: eligibility and redemption ease. Output format: 5 items with scale. Constraints: propose improvements.
50. Policy document quality: You are a document quality auditor. Task: audit the readability of policy documents. Context: rating on clarity and structure. Output format: 7 items with ratings. Constraints: provide edits suggestions.
51. Claims closure timing: You are a claims manager. Task: collect feedback on claim closure speed. Context: from filing to payout. Output format: 6 items with time references. Constraints: normalize across cases.
52. Escalation handling: You are a service designer. Task: evaluate how escalations are communicated and resolved. Context: multiple escalation paths. Output format: 7 items with scale and notes. Constraints: ensure escalation SLAs.
53. Policyholder mood check: You are a sentiment analyst. Task: measure customer mood after servicing. Context: mood shifts over time. Output format: 5 items with quick comments. Constraints: anonymize data.
54. Digital consent: You are a compliance designer. Task: survey to test consent flow for data use. Context: opt-in vs opt-out. Output format: 6 items with agreement scales. Constraints: include privacy reassurance.
55. Post-interaction recap: You are a service coach. Task: design a recap survey for each interaction. Context: include outcomes and next steps. Output format: 5 items with comments. Constraints: summarize the value delivered.
56. Policy portability: You are a product strategist. Task: gauge interest in policy portability across carriers. Context: switching scenarios. Output format: 7 items with yes/no and comments. Constraints: assess switching friction.
57. Document upload UX: You are a UX engineer. Task: test document upload flow for policies. Context: file types and size limits. Output format: 6 items with success indicators. Constraints: provide error guidance.
58. Payment friction: You are a payment analyst. Task: identify friction points in premium payments. Context: multiple payment methods. Output format: 5 items with scale and notes. Constraints: propose fixes.
59. Policyholder education: You are an education designer. Task: test effectiveness of policy education modules. Context: videos, guides, FAQs. Output format: 6 items with comprehension checks. Constraints: measure retention.
60. Policy purchase journey: You are a journey researcher. Task: map the end-to-end policy purchase journey. Context: from awareness to confirmation. Output format: 9 items with stage labels. Constraints: identify drop-off points.
61. Policy reminders: You are a retention strategist. Task: craft reminder prompts for policy renewals and payments. Context: cadence across channels. Output format: 5 items with channel pairs. Constraints: A/B test variations.
62. Add-on interest: You are a product marketer. Task: survey for interest in add-ons and riders. Context: pricing sensitivity. Output format: 6 items with scale. Constraints: segment by risk category.
63. Satisfaction with agent: You are a training analyst. Task: rate agent empathy and problem-solving during calls. Context: include escalation quality. Output format: 7 items with Likert scales. Constraints: anonymize agent IDs.
64. Transition smoothness: You are a care coordinator. Task: assess smoothness of transitions between departments. Context: life events and claims. Output format: 6 items with open-ended suggestions. Constraints: minimize handoffs.
65. Phone call prompts: You are a call center lead. Task: craft prompts to guide agents during calls for policy servicing. Context: maintain compliance. Output format: 8 items with checkboxes and notes. Constraints: provide scripting guardrails.
66. Ethical prompts: You are an ethics advisor. Task: certify survey prompts meet privacy and consent standards. Context: sensitive data handling. Output format: 5 items with compliance notes. Constraints: include data minimization.
67. Reference accuracy: You are a QA engineer. Task: validate that surveys reference correct policy numbers and customer data. Context: data integrity checks. Output format: 6 items with pass/fail indicators. Constraints: require data masking.
68. Response style guide: You are a copywriter. Task: establish tone and style for all survey prompts. Context: professional but friendly. Output format: 4 guidelines with examples. Constraints: avoid jargon.
69. Survey translation: You are a localization specialist. Task: prepare prompts for multilingual surveys. Context: include common insurance terms. Output format: 4 items with language notes. Constraints: maintain meaning.
70. Accessibility prompts: You are an accessibility expert. Task: ensure prompts work for screen readers and assistive tech. Context: simple language and structure. Output format: 5 items with accessibility tips. Constraints: include alt-text guidance.
71. Two-way feedback: You are a feedback designer. Task: collect customer and agent feedback in the same survey. Context: synchronized prompts. Output format: 8 items with paired questions. Constraints: preserve anonymity.
72. Satisfaction dashboard: You are a BI developer. Task: draft prompts to populate a customer satisfaction dashboard. Context: metrics and visuals. Output format: 6 items with data fields. Constraints: ensure comparability.
73. Escalation triggers: You are a risk manager. Task: identify survey triggers for immediate escalation. Context: high risk signals. Output format: 5 items with thresholds. Constraints: document actions.
74. Gamified prompts: You are a gamification designer. Task: test playful prompts to increase response rates. Context: insurance surveys. Output format: 4 items with scoring. Constraints: maintain professionalism.
75. Privacy reassurance: You are a privacy officer. Task: craft prompts that include privacy assurances and data use clarity. Context: regulatory compliance. Output format: 6 items with statement tests. Constraints: link privacy policy.
76. Time-to-complete: You are a research analyst. Task: measure and report time-to-complete for surveys. Context: across lines. Output format: 5 items with benchmarks. Constraints: include median and percentiles.
77. Voice of customer: You are a VOC analyst. Task: gather open-ended verbatim about service experiences. Context: categorize into themes. Output format: 6 items with theme labels. Constraints: preserve original meaning.
78. Policy confusion: You are a policy editor. Task: identify items most commonly causing confusion. Context: terms, coverage, exclusions. Output format: 7 items with suggested rewrites. Constraints: test readability.
79. Sustainability prompts: You are an editorial planner. Task: include prompts about company sustainability values in customer surveys. Context: align with brand. Output format: 4 items with tone notes. Constraints: avoid overemphasis.
80. Voice prompts cadence: You are a writing coach. Task: set cadence for prompts (short vs long). Context: balance length and clarity. Output format: 5 items with examples. Constraints: maintain consistency.
81. Policy bundling: You are a product strategist. Task: test prompts for bundling policies and discounts. Context: cross-product offers. Output format: 6 items with yes/no and notes. Constraints: respect bundling limits.
82. Dispute prompts: You are a dispute resolution advisor. Task: create prompts to capture dispute context non-confrontationally. Context: provide safe language. Output format: 5 items with responses. Constraints: enable escalation if needed.
83. Complaint taxonomy: You are a taxonomy engineer. Task: categorize complaints for insurance servicing. Context: auto, home, life. Output format: 6 items with category labels. Constraints: mapping to root causes.
84. Recap summary prompts: You are a summary writer. Task: generate concise recap prompts after surveys. Context: include action items. Output format: 4 items with bullet summaries. Constraints: keep under 60 words each.
85. Success metrics: You are a metrics expert. Task: define success metrics for survey program. Context: response rate, completion quality, and insights usefulness. Output format: 6 items with definitions. Constraints: align with business goals.
86. Follow-up sequencing: You are an automation designer. Task: draft prompts for sequenced follow-ups based on responses. Context: time-based actions. Output format: 7 items with conditional flows. Constraints: respect customer privacy.
87. Agent quality prompts: You are a QA engineer for agent quality. Task: prompts to audit agent behavior in surveys. Context: fairness and accuracy. Output format: 6 items with scoring. Constraints: anonymize agents.
88. Satisfaction by channel: You are a multichannel analyst. Task: compare satisfaction across channels (phone, email, chat, in-person). Output format: 8 items with channel tags. Constraints: normalize for channel length.
89. Recovery prompts: You are a recovery strategist. Task: measure likelihood of customers returning after a negative experience. Context: remediation offers. Output format: 5 items with scale. Constraints: specify next steps.
90. In-product prompts: You are a product content designer. Task: embed prompts into an insurance app for real-time feedback. Context: after key actions. Output format: 4 items with event triggers. Constraints: ensure non-intrusive prompts.
91. Common issues list: You are a support analyst. Task: compile a list of common survey issues and fixes. Context: formatting, language, and length. Output format: 6 items with recommendations. Constraints: keep actionable.
92. Churn risk prompts: You are a churn analyst. Task: identify prompts that flag potential churn signals. Context: change in behavior. Output format: 6 items with scoring. Constraints: suggest retention actions.
93. Policy history prompts: You are a records keeper. Task: collect feedback on how well customers understand their policy history. Context: statements and documents. Output format: 5 items with yes/no and notes. Constraints: provide sample document references.
94. Survey integrity: You are a QA auditor. Task: verify prompts are unique and avoid repetition. Context: audit across all items. Output format: 4 checks with pass/fail. Constraints: require validation.
95. Legal disclosures: You are a legal editor. Task: ensure prompts include required disclosures in relevant regions. Context: regulatory variability. Output format: 6 items with disclaimer notes. Constraints: reference policy.
96. Cultural sensitivity: You are a culture liaison. Task: review prompts for cultural sensitivity. Context: diverse customer base. Output format: 5 items with guidance. Constraints: remove biased language.
97. Data usage prompts: You are a data steward. Task: ensure prompts collect data for insights with clear usage intent. Context: anonymization. Output format: 6 items with data handling notes. Constraints: avoid PII.
98. Feedback channel options: You are a communications planner. Task: provide options for how customers leave feedback. Context: voice, text, in-app, mail. Output format: 5 items with pros/cons. Constraints: recommend default channel.
99. Export-ready prompts: You are a data export specialist. Task: create prompts that generate export-ready CSVs or JSON. Context: field naming and formatting. Output format: 6 items with sample headers. Constraints: ensure consistency.
100. Actionable insights prompts: You are a senior analyst. Task: craft prompts that yield actionable insights from survey results. Context: prioritize improvements and owner assignment. Output format: 7 items with recommended actions. Constraints: link to implementation plan.

Best Practices

• Test prompts with a diverse sample of customers to ensure accessibility and clarity.
• Use a mix of scaled and open-ended questions to balance quantitative and qualitative data.
• Keep questions concise and focused on specific touchpoints.
• Anonymize responses where possible to reduce bias and protect privacy.
• Document any changes to prompts to maintain version control.

Common Mistakes to Avoid

• Overloading prompts with too many questions, leading to fatigue.
• Using generic language that fails to address insurance-specific contexts.
• Neglecting privacy disclosures or regulatory requirements.
• Not validating the output format against your analytics pipeline.
• Failing to differentiate prompts by policy line or channel.

FAQ

What makes these prompts suitable for insurance agents?

They cover common insurance scenarios like onboarding, claims, renewals, and digital channels, with clear roles, tasks, and constraints to ensure actionable feedback.

Can these prompts be used across all policy lines?

Yes. They are organized to apply to auto, home, life, and health policies, with blocks that can be customized for each line.

How do I implement these prompts?

Copy the prompts, replace placeholders, and distribute via your preferred survey tool or chatbot. Ensure data is stored securely and analyzed consistently.

Are the prompts compliant with privacy laws?

Prompts include privacy-conscious language and avoidance of collecting unnecessary personal data, with guidance to handle sensitive information responsibly.

How can I ensure prompt usefulness over time?

Regularly review responses, update prompts for changing products or regulations, and track performance metrics to refine questions.

What formats should I use for outputs?

Use a consistent format such as numbered questions with scales and optional comments to simplify analysis and reporting.