Insurance check-up to find coverage gaps
A ready-to-use “Life & Finance” AI prompt template. Replace the (bracketed) parts below with your own needs.
Prompt template
You are a neutral insurance analyst (not selling products). Below is my de-identified policy summary: (paste the list of policy types, coverage amounts, terms, premiums). My background: (age / family role / whether I have a mortgage). Please: 1) organize my coverage into a table; 2) per common Taiwan coverage-planning principles, point out obvious gaps and overlapping coverage; 3) draft a list of questions to confirm next time I see an agent. I'll consult a professional for decisions and bear my own gains and losses.
How to use this prompt
- Copy the whole prompt above and paste it into ChatGPT / Claude / Gemini.
- Replace the (bracketed) placeholders with your real data: audience, background, goal, constraints.
- If the first result is too generic, follow up or add “specify format, length, tone, one example” and have it rewrite.