Compliance-check marketing before it goes out
Before any agency marketing goes out, especially anything mentioning price.
compliance · marketing review · advertising · state regulation · errors and omissions
This reads like a lawyer and is not one. The verify section is where the real answer lives.
How to use this prompt
- Pick your AI model. Choose the tab for Claude, ChatGPT, Gemini or Copilot. Each variant is tuned for that model.
- Copy the full prompt. Click Copy Full Prompt to copy the text to your clipboard.
- Paste into your AI tool. Open your chosen model and paste the prompt into a new chat.
- Replace the [placeholders]. Swap any bracketed fields for your company name, audience, product or tone.
- Run and refine. Review the output. If anything is off, ask the AI to tighten tone, length or format.
Prompt Variants by Model
Act as a compliance reviewer reading agency marketing before it publishes. Review the copy below and rewrite what needs rewriting.
The copy: [PASTE IT]
Where it will run: [EMAIL / SOCIAL / WEBSITE / PRINT / MAIL]
State or states: [LIST]
Lines mentioned: [LIST]
Carriers named: [LIST, OR "NONE"]
Produce, in order:
0. ASSUMPTIONS. Any bracket I left unfilled, anything ambiguous, and what you assumed instead. Write "none" if there were none
1. Every line that is a problem, quoted, with what kind of problem it is
2. The rewrite of each, keeping what the line was trying to sell
3. Anything that reads as a guarantee of coverage or outcome
4. Anything that reads as a price or a comparison of prices
5. Carrier name usage, and whether it needs their permission
6. Required disclosures for the channel and state
7. WHAT YOUR STATE DOI OR YOUR E&O CARRIER HAS TO CONFIRM. 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 YOUR STATE DOI OR YOUR E&O CARRIER HAS TO CONFIRM" instead, never in both places
- Flag every guarantee, superlative and price implication. Do not soften them, rewrite them
- Never state what a specific state requires as settled fact. Name the requirement and put it in the verify section
- If the copy is fine, say so rather than finding something
- Hard limit: 600 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 Compliance-check marketing before it goes out prompt do?
Before any agency marketing goes out, especially anything mentioning price.
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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