AI prompt to add proper disclaimers to marketing

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 add proper disclaimers to marketing, a detailed version that asks you clarifying questions first, and 2 specialized AI tools (Saifr and Red Oak Compliance) with instructions for this task. It also works in ChatGPT, Claude, Gemini or Copilot.

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The prompt

List the disclaimer placeholders I should consider adding to insurance marketing (e.g., coverage subject to policy terms, not all products available in all states) and where to place them. Confirm requirements with compliance.

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: List the disclaimer placeholders I should consider adding to insurance marketing (e.g., coverage subject to policy terms, not all products available in all states) and where to place them. Confirm requirements with compliance.

What a good result looks like

A good list gives common disclaimer placeholders (coverage subject to policy terms, not all products available in all states, licensing information) and says where each belongs, such as ad footers, social profiles, email signatures and web pages.

Common mistakes and watch-outs

Disclaimer requirements depend on the product (Medicare, annuities and life have specific rules), the state and your carriers. Confirm the exact wording with compliance. A disclaimer doesn't fix a misleading claim. Tools like Saifr or Red Oak help manage review, not the legal decision.

How to adapt the prompt

Ask for a placement map for one channel at a time (website, social, print), and add your license number format if your state requires it in advertising.

EXAMPLE output (placeholder data, not a real client)

Disclaimer placeholders to review with compliance

1. "Coverage is subject to the terms, conditions and exclusions of the policy."
   Where: web pages, ads, handouts
2. "Not all products are available in all states."
   Where: website footer, ads
3. "[Agent Name], licensed in [States], License #[Number]."
   Where: email signature, social profiles
4. [Product-Specific Disclaimer, e.g. Medicare or annuity]
   Where: any related marketing

Confirm exact wording with [Compliance Contact].

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 ChatGPT, Claude, Gemini or Copilot, or use Saifr and Red Oak Compliance as described below.
Review before you use it. Run regulated content through your compliance process before publishing. Check every fact, name and number yourself.
Take the next step. Next, see: Check marketing content for compliance.

Best AI tools for this task

Specialized tools first, ordered by fit for this task (never by payout), then any general AI assistant.

Saifr site ↗

AI compliance tool for reviewing marketing content in regulated financial services.

How to use it

Run the final piece through Saifr to flag missing disclosures.

Red Oak Compliance site ↗

AI-powered advertising review and communications compliance for financial firms.

How to use it

Submit the piece through Red Oak's review workflow.

Any AI assistant

ChatGPT Claude Google Gemini Microsoft Copilot

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

Before you use it

Run regulated content through your compliance process before publishing.
An AI review is a pre-check, not a compliance approval.
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.

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