AI prompt to rewrite risky marketing claims safely
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 rewrite risky marketing claims safely, a detailed version that asks you clarifying questions first, and 3 specialized AI tools (Saifr, Red Oak Compliance and FMG (FMG Suite)) with instructions for this task. It also works in ChatGPT, Claude, Gemini or Copilot.
The prompt
Rewrite these marketing lines to remove guarantees, superlatives ('best', 'cheapest') and implied savings, while keeping them engaging: [paste lines].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: Rewrite these marketing lines to remove guarantees, superlatives ('best', 'cheapest') and implied savings, while keeping them engaging: [paste lines].What a good result looks like
A good rewrite keeps the energy of each line but removes the risk: 'the best coverage at the lowest price' becomes something you can stand behind, like 'coverage options explained in plain English'. Each rewrite is shown next to the original with a short reason.
Common mistakes and watch-outs
AI can introduce new problems while fixing old ones, such as implied guarantees ('worry-free') or comparison claims. Run the rewritten lines through your normal compliance review; Saifr or a similar tool can flag risky language but doesn't replace approval.
How to adapt the prompt
Paste your agency's banned-phrase list and the product type (P&C, life, annuity, Medicare). Ask for three alternatives for each line so you can pick the one that sounds like you.
Original: "The cheapest car insurance in [Town]!" Rewrite: "Compare car insurance options with a local agent in [Town]." Why: 'cheapest' is a price claim you can't guarantee. Original: "Guaranteed savings when you switch." Rewrite: "Wondering if you could save? We'll review your options." Why: removes a savings guarantee. Original: "The best agents in the state." Rewrite: "Local agents who answer the phone." Why: superlative you can't prove.
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.
- Fill in the placeholders. Replace [paste lines] with your own details. Use placeholders or de-identified details; never paste client personal information.
- Run it in the right tool. Paste it into ChatGPT, Claude, Gemini or Copilot, or use Saifr, Red Oak Compliance and FMG (FMG Suite) 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.
Check the rewritten lines with Saifr before compliance submission.
Red Oak Compliance site ↗
AI-powered advertising review and communications compliance for financial firms.
Suggested from the related task Check marketing content for compliance.
Submit the finished piece (ad, email or client handout) through Red Oak's review workflow for compliance approval.
FMG (FMG Suite) site ↗
Digital marketing and compliant texting suite for financial professionals.
Suggested from the related task Check marketing content for compliance.
Start from FMG's marketing content and use its compliant texting for client communication.
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.
Related tasks
More: All compliance prompts · All AI prompts · Compliance & Document Review tools · Content & Marketing tools