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How to Write a Good Prompt

Created by Aarav Verma, Modified on Tue, 29 Sep at 2:51 PM by Aarav Verma

The 5 ingredients of a good broker prompt

Ingredient	Ask yourself	Example
1. Context	Who is the client? What stage are we at?	"25-employee IT consultancy in Melbourne, renewal due 1 July"
2. Task	What exactly do I want done?	"Compare the three quotes"
3.Documents	What is each attachment?	"Attached: current schedule, Insurer B quote, Insurer C quote"
4. Format	Who will read it, and in what shape?	"A table, then 3 bullet points for the client, plain English"
5. Checks	How will I verify it? What must it avoid?	"Quote the clause and page. If unsure, say so. Don't recommend an insurer."

Do

Name the class of insurance (Public Liability, ISR, Management Liability, Strata, Home & Contents…).
Include the key numbers: sums insured, turnover, employees, premium.
Say who the audience is: client, underwriter, claims officer, or your own file note.
Ask for clause and page references.
Use a Routine when one fits. It already contains an expert-level prompt.
Follow up. "Shorter", "more formal" and "put that in a table" all work.

Don't

Write one-line prompts like "summarise this" or "is this covered?".
Attach files without saying what they are.
Mix several clients in one conversation.
Include personal information the task doesn't need (TFNs, Medicare numbers, bank details, health information).
Send AI output to a client without reviewing it.