Understand an insurance/plan terms document
A ready-to-use “Life & Finance” AI prompt template, designed and tested with Claude. Replace the (bracketed) parts below with your own needs.
Prompt template
Help me interpret the terms below in plain language: 1) clearly list what this plan "covers and doesn't cover"; 2) mark the most easily misunderstood clauses and traps (waiting period, exclusions, deductible, auto-renewal); 3) list questions to ask the agent before signing. This is to aid understanding, not professional advice — consult a professional for major decisions. Terms content: "paste"
How to use this prompt
- Copy the whole prompt above and paste it into Claude or 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.
Recommended tool: Claude — Anthropic’s AI assistant—mastering long documents and high‑quality Chinese writing