AI prompt to collect client testimonials

Consistent, helpful content keeps an agency visible in its community and builds trust before anyone needs a quote. AI drafts posts, emails, videos and web copy quickly, so an agent can publish regularly without a marketing team.

Below is a ready-to-copy prompt to collect client testimonials, a detailed version that asks you clarifying questions first, and 2 specialized AI tools (Podium and Birdeye) with instructions for this task. It also works in ChatGPT, Claude, Gemini or Copilot.

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The prompt

Write a short request asking a happy client for a 2-3 sentence testimonial, with 3 optional prompts to make it easy. Note any state advertising rules about testimonials.

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 audience, the channel and your agency's voice). Then complete this task, and finish with a short checklist of statements I should verify with my compliance team.

Task: Write a short request asking a happy client for a 2-3 sentence testimonial, with 3 optional prompts to make it easy. Note any state advertising rules about testimonials.

What a good result looks like

A good request is short, thanks the client and makes writing a testimonial easy with three optional prompts (what was going on, how you helped, how it felt). It asks permission to use their name and words.

Common mistakes and watch-outs

Many states regulate testimonials in insurance advertising (for example, disclosures if anything was given in return). Don't offer incentives, don't edit a testimonial's meaning, and keep written permission. Platforms like Podium or Birdeye have their own review rules.

How to adapt the prompt

Write a version for business clients and one for after a claim went well. Grammarly can help keep it brief.

EXAMPLE output (placeholder data, not a real client)

Subject: Would you share a few words?

Hi [First Name],

Thank you for trusting us. If you're happy with our help, would you write 2-3 sentences we can share with others?

If it helps, you could answer:
1. What were you looking for when you came to us?
2. How did we help?
3. How did it feel to work with us?

We'll only use your words with your permission, and you can choose how your name appears.

Thank you!
[Agent Name]

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 Podium and Birdeye as described below.
Review before you use it. Check your state's rules on referral fees, gifts and rewards before offering anything of value for a referral. 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.

Podium site ↗

AI-powered online review and reputation management (Podium Reviews), part of Podium's AI lead management platform.

How to use it

Send a review invite by text from Podium after a positive service interaction.

Birdeye site ↗

AI review management platform, with AI tools for listings and social for local businesses.

How to use it

Use Birdeye to send review requests and showcase reviews (check state rules on testimonials).

Any AI assistant

ChatGPT Claude Google Gemini Microsoft Copilot

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

Before you use it

Check your state's rules on referral fees, gifts and rewards before offering anything of value for a referral.
Get written permission before publishing a client's name, photo or testimonial.
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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