Prepare questions for the broker without interpreting the policy
Works with any AI
What it's for It builds questions from the fact already written, for the broker to answer.
What you get Concrete questions and the account of the event, without saying whether it is covered.
Example result
Account: on Tuesday the shop's goods got wet. The note does not say whether it was the roof or a pipe. Questions - Is the note I have enough to open the notice?
The prompt (copy it and paste it into your assistant)
Help me prepare the call to the broker. I have the note of what happened and you write the questions. First a short account of the event, only from what is written. Then the questions the note leaves open. Do not say whether the event is covered. Do not interpret the policy. This does not replace the broker or the person who keeps your books. Event: [paste what happened, with dates if they are there]
You call the broker without knowing what to ask and the fact gets lost.
How to use it
- Copy the prompt.
- Paste your details into the brackets.
- Review the result before you use it.On Tuesday the shop's goods got wet. I do not know if it was the roof or a pipe. I do not have the policy here.
Note: it does not replace a professional. It does not move your money or replace the person who keeps the books.
You write
On Tuesday the shop's goods got wet. I do not know if it was the roof or a pipe. I do not have the policy here.
You get back
Account: on Tuesday the shop's goods got wet. The note does not say whether it was the roof or a pipe. Questions - Is the note I have enough to open the notice? - What fact is missing to tell roof from pipe? I am not saying whether there is coverage. This stays with you so you can correct it before anyone else sees it. I did not send it.
In three steps
- Summarize the event from what is written.
- Ask questions, not conclusions.
- Do not interpret the policy.
A tip Do not state coverage. Ask.