ChatGPT prompts for insurance compliance and data safety
The rule under every prompt on this site: strip names, addresses, dates of birth, policy numbers, and health details before anything goes into a public assistant. These prompts help you enforce that rule and put it in writing for your office.
11prompts. Square brackets are blanks you fill in. “Fix this for my situation” opens the free grader with the prompt loaded so you can add your specifics and see the score.
- 176
Draft a one-page AI use policy for a small independent agency covering allowed tasks, the no-client-data-in-public-tools rule, human review of all client output, and a plain-language disclosure approach.
- 177
Rewrite this client email to remove anything that reads as specific coverage or legal advice, keeping it helpful: [paste].
- 178
Give me a pre-send checklist for any AI-drafted client message: accuracy, no private data, no unlicensed advice.
- 179
Draft a short, plain-language note I can use to disclose that we use AI tools to help serve clients faster.
- 180
Review this draft email and flag any place where I may have given advice I should leave to a licensed recommendation or that states a coverage fact I should verify: [paste].
- 181
Help me build a checklist for scrubbing client identifiers out of any text before I paste it into a public AI tool.
- 182
Draft a brief onboarding note for a new team member explaining our rule that no client personal or health information ever goes into public AI tools.
- 183
Rewrite this marketing claim so it is accurate and not misleading, without overpromising savings or outcomes: [paste].
- 184
Write a short internal reminder for the team about keeping a human in the loop on anything client-facing or coverage-related that AI helped draft.
- 185
Draft a plain-language paragraph for my website explaining how we use technology to serve clients while keeping their data protected. No legalese, under 120 words.
- 186
Review this client message for anything that could be read as a guarantee or promise I cannot back up, and suggest safer wording: [paste].
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