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Send a claim status update they will read

Weekly on any open claim, whether or not anything moved.

BeginnerPASTE & GOTime-saving

claims · status update · client communication · service · short form

Pro tip

The update that says nothing moved is the one that buys you the most goodwill.

How to use this prompt

  1. Pick your AI model. Choose the tab for Claude, ChatGPT, Gemini or Copilot. Each variant is tuned for that model.
  2. Copy the full prompt. Click Copy Full Prompt to copy the text to your clipboard.
  3. Paste into your AI tool. Open your chosen model and paste the prompt into a new chat.
  4. Replace the [placeholders]. Swap any bracketed fields for your company name, audience, product or tone.
  5. Run and refine. Review the output. If anything is off, ask the AI to tighten tone, length or format.

Prompt Variants by Model

Claude Sonnet 5
Act as a service agent sending a claim status update. Write the update. Short.

Client: [NAME]
Claim: [WHAT HAPPENED] · reported [DATE] · claim number [IF ANY]
Where it stands right now: [DESCRIBE]
What is holding it up: [IF ANYTHING]
What I need from them: [IF ANYTHING]
When they will hear next: [DATE OR TIMEFRAME]

Produce, in order:
0. ASSUMPTIONS. Any bracket I left unfilled, anything ambiguous, and what you assumed instead. Write "none" if there were none
1. Where it stands. One sentence
2. What I need from them, with a date. Or the words "nothing from you right now"
3. When they hear from me next, as an actual date
4. The subject line
5. WHAT TO CONFIRM WITH THE ADJUSTER FIRST. Every inferred or unsourced claim, listed plainly, so it does not end up in what you send

Rules:
- Anything you inferred rather than were told goes in "WHAT TO CONFIRM WITH THE ADJUSTER FIRST" instead, never in both places
- Keep it to the sections listed and nothing more. This is not a letter
- If nothing has moved since the last update, say that plainly rather than dressing it up
- Never estimate a payment amount or a coverage outcome
- "When they hear next" is a real date, never "soon" or "shortly"
- Hard limit: 200 words for the whole response. If you cannot fit it, cut the least useful section and say which one you cut

Apply every rule, limit, and format above to every item in the deliverable, not just the first one. Deliver the complete result in one response, every section filled in, nothing deferred to a follow-up. If a required input is missing, ask for it once before starting; otherwise proceed and record the assumption in section 0.

Notes: R42 build; insurance set. Tuned to vendor prompting guidance.

Frequently Asked Questions

What does the Send a claim status update they will read prompt do?

Weekly on any open claim, whether or not anything moved.

Which AI models is this prompt written for?

Claude, ChatGPT, Gemini and Copilot. Each one gets its own version up top, written the way that vendor says to prompt its own model. Pick the tab that matches yours.

Do I need a paid AI account to use this prompt?

No. This prompt is written to run on the free tier of Claude, ChatGPT, Gemini and Copilot. Paid tiers simply give you longer context windows and faster responses.

Can I customize this prompt for my business?

Yes. Any text inside square brackets is a placeholder you replace with your own business details, such as company name, audience, product or tone. You can also ask the AI to adjust format, length or style after the first output.

When was this prompt last checked?

The date is on each version up top. We check every prompt in full every month, and when a major new model lands we rewrite the prompt for it. One glance tells you how current it is before you paste.

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