AI prompt to create an office cybersecurity checklist

Insurance marketing and client communications are regulated, and records must be kept. AI can pre-check drafts for risky language and help organize compliance tasks, but it doesn't replace your compliance team.

Below is a ready-to-copy prompt to create an office cybersecurity checklist, a detailed version that asks you clarifying questions first, and tips for using it. It works in any AI assistant: ChatGPT, Claude, Gemini or Copilot.

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The prompt

Create a plain-English cybersecurity checklist for a small insurance office: MFA, password manager, phishing awareness, device updates, secure file sharing, and incident steps.

Detailed version (asks clarifying questions first)

Act as an experienced assistant to a licensed insurance agent. Before answering, ask me up to 3 clarifying questions (the type of content or record, the audience, and the rules you must follow). Then complete this task, and finish with a short checklist of statements I should verify with my compliance team.

Task: Create a plain-English cybersecurity checklist for a small insurance office: MFA, password manager, phishing awareness, device updates, secure file sharing, and incident steps.

What a good result looks like

A good checklist is short and practical for a small office: turn on multi-factor authentication, use a password manager, train staff to spot phishing, keep devices updated, share files securely and know the first steps after an incident. Each item has an owner and a check-in date.

Common mistakes and watch-outs

A checklist isn't a full security program; your state, carriers or data-security rules may require more, such as a written information security plan. Don't put passwords or system details into an AI tool when filling it in, and have your IT provider review it.

How to adapt the prompt

Add items for your systems, such as your agency management system, email provider and phones. Ask for a one-page poster for the office or a quarterly review version.

EXAMPLE output (placeholder data, not a real client)

Office cybersecurity checklist - [Agency Name]

[ ] Multi-factor authentication on email, AMS and banking (owner: [IT Contact])
[ ] Password manager for all staff
[ ] Phishing refresher every [Months] months
[ ] Automatic updates on computers and phones
[ ] Client files shared only through [Secure Portal]
[ ] Incident steps posted: disconnect, call [IT Contact], call [Cyber Policy Hotline]

Next review: [Date]

How to use it

Copy the prompt. Copy the short prompt above, or the detailed version if you want the AI to ask clarifying questions first.
Add your details. Add the details for your situation (line of business, audience, tone). Keep it de-identified; never paste client personal information.
Run it in the right tool. Paste it into any AI assistant: ChatGPT, Claude, Gemini or Copilot.
Review before you use it. Have your IT provider or a security professional review the checklist for your setup. Check every fact, name and number yourself.
Take the next step. Next, see: Protect client data when using AI.

Which AI tool to use

Any AI assistant

ChatGPT Claude Google Gemini Microsoft Copilot

Paste the prompt above (short or detailed) into any of these.

Before you use it

Have your IT provider or a security professional review the checklist for your setup.
Never paste client personal information (names, policy numbers, health or financial details) into AI tools your agency hasn't approved.
Review every AI output for accuracy and compliance before you use it.

Related tasks

Protect client data when using AI

More: All compliance prompts · All AI prompts

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