Templates For customer service teams in insurance

Pull key facts into a table, for customer service teams in insurance

Pull the facts you name out of a text into a table, one row for each item, copying every value as written, quoting where each came from, and marking every fact the text does not give as Not stated.

This is the version for customer service teams in insurance. The steps and checks are the same as in the general template; each prompt carries one added line about your setting, and the examples are from your kind of work.

Sample results: runs and scores on this page are illustrations while testing is set up. How we test

Bring: The text to read, The facts to pull out, What each row is

Use This TemplatePrepare a prompt for your own AI chat.

Who it is for: Customer service representatives and claims coordinators who pull dates, amounts and counts out of first notices of loss, renewal lists and call summaries into a log or a tracker.
Time: 10 minutes

Edit this version

Other Formats and Files

The Step 1 chat prompt under Use This Template is the quick start. Choose a full prompt chain, checklist, Claude skill or n8n file when that destination fits your work. Checked Instructions, below, run the whole job with a hard check after every step.

Choose one format

Prompt chain
Copy each step into ChatGPT or Claude, one after another.
Checklist
Follow the steps and check off the checks by hand.
Claude skill
A folder Claude loads, so it follows the steps by itself.
n8n file
Import into n8n and connect your own AI account.

This job also comes as Checked Instructions: the whole job in one set, with a hard check after every step. See the Checked Instructions on the general template.

Using a download:How to use this in n8n How to install a Claude skill

The same job, with and without the template

Sample

This comparison uses the Typical sample. Try an input below for a result guide matched to each sample.

One plain prompt

Pull the date of loss, type of loss, customer estimate and photos for each notice into a table. Use only the text. (The same text is pasted below.)

Swipe sideways to see all columns

Notice	Date of loss	Type of loss	Customer estimate	Photos
A	October 3	Water damage	4,200 dollars	6
B	October 4	Hail damage	9,800 dollars	4
C	October 6	Theft	About 300 dollars	None

Problem:It guesses in three places: notice B gets '4 photos', notice C gets an estimate of 'about 300 dollars', and notice C gets 'none' for photos, and none of these is in the text.

With this template

Swipe sideways to see all columns

Item	Date of loss	Type of loss	Customer estimate	Photos
Notice A	October 3	water damage in a basement	4,200 dollars	6 photos
Notice B	October 4	hail damage to a roof	9,800 dollars	Not stated
Notice C	October 6	a stolen bicycle	Not stated	Not stated

Not stated: Notice B, photos. Notice C, customer estimate and photos.

Check:Every passage is quoted word for word from the text: Three passages, one for each notice.
Check:Every quote is word for word from the text: Twelve rows, one for each notice and fact; the three gaps say None found.
Check:Every number in the table is in the text: Every number in the table (3, 4,200, 6, 4 and 9,800) is in the text.
Check:Every value is exactly as the text writes it: All twelve values are as the text writes them, and the three Not stated cells have no answer in the text.
Check:The table ends with a Not stated line: The last line starts with Not stated: and names the three gaps.
Check:The table matches the items and the facts: Three rows, one for each notice, and four fact columns in the order asked; every cell matches the facts table.
For your read:You check the cells against the text: Will you check each row against the original notice, and ask the customer for the missing estimate and photos?

Use This Template

Add your material below. Logic Lab prepares Step 1; you copy it into your own AI and check the answer there. The site does not run the workflow.

Example materialSample

Choose a sample

Typical: Three first notices of lossEasy: Two policy renewalsTricky: Notices with a corrected date and a range

Two renewals with a date and an amount each, all stated plainly, so nothing is missing and nothing needs fixing.

The text to read (needed)The facts to pull out (needed)What each row is (needed)

Step 1 Chat Prompt

Review the exact prompt, then paste it into your own AI. For later steps, use the chat chain in Other Formats and Files.

You are a careful reader who finds each thing a text is about.
The text is an insurance record, such as first notices of loss, a renewal list or a call summary, and the table will go into a claim log or a service tracker.

Your task is to list every item the text mentions, where one item is: each policy

The text:
Two renewals are due. Policy one renews on November 1 and the annual premium is 1,120 dollars. Policy two renews on November 15 and the annual premium is 860 dollars.

Rules:
- One row for each item, in the order the text gives them. Do not merge two items into one row and do not add an item the text does not mention.
- In "Item", use the name the text gives it. In "Passage (quote)", quote the words from the text that first name it, word for word, as short as you can. Do not reword.
- Use only the text. Do not pull out any facts yet.

Return one markdown table and nothing else:
| Item | Passage (quote) |

Send to AICopy and open ChatGPTCopies this result and opens a blank chat. Paste and review it there.

Before Step 2, check: Every passage is quoted word for word from the text.

What This Sample Should Produce

Two rows should keep policy one renewing November 1 at 1,120 dollars a year, and policy two renewing November 15 at 860 dollars a year. The missing-facts list should be empty.

A result guide for this invented input, not an AI reply.

Want to see where the materials, steps and checks fit? Watch the general template being built.

The steps, and the check on each

Step 1: List every item
Find each item the text is about and quote the words that introduce it, before any fact is pulled out.
Hands back: A table with one row for each item and the passage that names it.
Check:Every passage is quoted word for word from the text
A plain rule. If it fails, run the step again (the n8n file does this for you).
Step 2: Pull each fact for each item
For every item and every fact the reader named, copy the value as written and quote the words it came from.
Hands back: A table with one row for each item and fact, a value copied as written and the quote it came from, or Not stated.
Check:Every quote is word for word from the text
A plain rule. If it fails, run the step again (the n8n file does this for you).
Step 3: Lay out the table
Turn the rows into one table with a row for each item and a column for each fact, without changing a value.
Hands back: One table with a row for each item and a column for each fact, and a line listing what the text does not say.
Check:Every number in the table is in the text
A plain rule. If it fails, run the step again (the n8n file does this for you).

After the last step

Check:Every value is exactly as the text writes it
A second look by the AI. If it fails, run the step again (the n8n file does this for you).
Check:The table ends with a Not stated line
A plain rule. If it fails, run the step again (the n8n file does this for you).
Check:The table matches the items and the facts
A second look by the AI. If it fails, run the step again (the n8n file does this for you).
Check:You check the cells against the text
You check this one. If it fails, it is flagged for you.

What you need first

The text to read(needed)
Paste the text as it stands. Every value in the table will come from these words and no others.
The facts to pull out(needed)
List them in the order you want the columns, separated by commas.
What each row is(needed)
Name the thing the facts are about. There will be one row for each.

Ways to adapt it

The middle step keeps a long table with one row for each item and fact, and a quote beside each value. Keep it if you want to check a cell, or paste it into a spreadsheet and sort it.
A value is copied as written, so "free" stays "free" and "from 2 pm" stays "from 2 pm". To get one format, such as numbers only, do that as a second pass after you have checked the table.
If a text gives two versions of one fact, the template uses the latest one. To keep both, say so in the second step's rules and in its check.
For a long text, run it one section at a time and join the tables, so every item gets a row.
A cell marked Not stated may still be true; it only means this text does not say.

Change this version in the Editor. Its added context stays in every prompt and the general template stays separate.

Notes for customer service teams in insurance

Copy a date, an amount or a count exactly as the text writes it. Do not total, round or convert.
A customer's estimate is the customer's figure, not the insurer's. Copy it as written, and do not call it a payment or a reserve.
If the text corrects an earlier date or amount, use the correction and keep the earlier figure out of the table.
A line like "photos to follow" is not a count. Mark the cell Not stated.
A table for a log is a first copy. Check each row against the original notice before it is filed.

The scoring guide

Sample

Each template check has a criterion marked met or not met; a person must still make the handed checks. (The guides in Quality rate a whole piece of work on three levels.) Under each one is how the example run scored.

Download the scoring guide (Markdown)

Every passage is quoted word for word from the text
A plain rule
Meets:Every passage in the table is found word for word in the text.
Does not meet:A passage has been reworded, or is not found word for word in the text.
Example built from the before and after:Met
Every quote is word for word from the text
A plain rule
Meets:Every quote beside a value is found word for word in the text, or the row says None found.
Does not meet:A quote has been reworded or is not in the text word for word.
Example built from the before and after:Met
Every number in the table is in the text
A plain rule
Meets:Every number in the table is also in the text.
Does not meet:A number in the table is not in the text, such as an end time or a total that was worked out.
Example built from the before and after:Met
Every value is exactly as the text writes it
A second look by the AI
Meets:Every value is written as the text writes it, the latest version is used where the text corrects itself, and a row marked Not stated has no answer in the text.
Does not meet:A value has been rounded, reworded or reformatted, an old figure is used after a correction, or a gap has been filled from another row.
Example built from the before and after:Met
The table ends with a Not stated line
A plain rule
Meets:The table ends with a line that starts Not stated: and lists each gap, or says none.
Does not meet:The line is missing, or it leaves out a gap that is in the table.
Example built from the before and after:Met
The table matches the items and the facts
A second look by the AI
Meets:The table has one row for each item and one column for each fact in the order asked, and every cell matches the facts table.
Does not meet:A row or column is missing, added or out of order, or a cell differs from the facts table.
Example built from the before and after:Met
You check the cells against the text
You check this one
Meets:You checked three cells against the text and decided what to do about each Not stated cell.
Does not meet:The table is passed on without a cell being checked against the text, or a Not stated cell is read as if the fact were false.
Example built from the before and after:For your read

Example built from the before and after: met 6 of 6, plus 1 for your read

Learn from this template

The facts step hands the table step rows in one fixed shape: item, fact, value and the words it came from. Because the shape is fixed, the table step can lay the rows out without changing a value, and a rule can check every cell.

Where to see it: step 2 (Pull each fact for each item); step 3 (Lay out the table).

Read the guide: Hand-offs Take the lesson: Hand-offs (lesson 5)

More to read:Adapting a template

Practice:Trace the number Kinds of checks

Which one fits?

Use Research from supplied material when you have a question across several documents and need a sourced answer with conflicts and unknowns.
Use Find themes in comments or interview notes when you have many free-text answers and want to know what people are saying, not the facts in one text.
Use Turn meeting notes into decisions and actions when the text is a meeting and you want its decisions and actions, not a table of facts.
Use Check every requirement is covered when you have a list of requirements and need to know whether a document covers each one.
Use Compare options and get a recommendation when the facts are already in front of you and you want the options weighed against each other, not laid out.

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Last run: October 17, 2026: Example built from the before and after (sample run)
Tools and versions: Example built from the before and after
What was checked: The files, against each tool’s import format, and 1 sample run, each check’s finding recorded.
Version: 1.0
What changed: First release.

Report a problem with this template How we test

Pull key facts into a table, for customer service teams in insurance

How it runs

The same job, with and without the template

One plain prompt

With this template

Runs and scores

Example built from the before and after

Use This Template

Step 1 Chat Prompt

The steps, and the check on each

Step 1: List every item

Step 2: Pull each fact for each item

Step 3: Lay out the table

After the last step

What you need first

Ways to adapt it

Notes for customer service teams in insurance

The scoring guide

Learn from this template

Which one fits?

Related templates

Analyze

Analyze

Write