For Commercial Insurance Account Managers ·
What you'll accomplish
Your team's copy gets to the client brand-consistent. Junior team members, contractors, and other AMs get flagged for off-brand language before it reaches the client — and you have a reusable system to make that happen in 5-10 minutes per document.
What you'll need
The key to this guide is a reusable audit prompt you can apply to any document. Start by extracting the core brand voice attributes from your guidelines:
From these brand guidelines: [paste guidelines], extract the following for use as a brand voice audit checklist:
1. Five brand voice attributes (one-word label + brief description)
2. Five "sounds like this" examples
3. Five "does NOT sound like this" examples
4. Three common off-brand phrases to watch out for
Build a standard audit prompt that you'll reuse for every document check:
Here is our brand voice reference for [Client Name]:
[paste the extracted voice attributes and examples from Step 1]
Please audit the following document for brand voice consistency:
[paste document text]
For each issue you find:
1. Quote the specific phrase or sentence
2. Explain why it doesn't match the brand voice
3. Suggest a revised version that does match
At the end, rate the overall brand voice consistency: Strong / Moderate / Needs Work, with 2-3 sentences of summary feedback.
Save this prompt template (in Notes, a Google Doc, or a Notion page) so you can reuse it without retyping.
What you should see: A list of specific flagged phrases, each with the original text, reason it's off-brand, and a suggested revision. Then a summary rating.
Troubleshooting: If Claude flags too many minor things, add to your prompt: "Only flag significant voice issues — ignore minor word choices. Focus on tone, formality level, and vocabulary that strongly contradicts the brand voice."
Work through Claude's flagged items:
Full document audit:
Brand voice for [Client]: [paste attributes + examples]. Audit this document and flag all voice inconsistencies with specific revision suggestions: [paste document]
Quick tone check on a single email:
Does this email match [Brand]'s voice? [Brand voice = adventurous, honest, direct]. Flag any phrases that feel off-brand: [paste email]
New team member onboarding:
I'm reviewing a new team member's first draft for [Client]. Their main weakness seems to be [being too formal / too casual / too salesy]. Audit this draft with that lens: [paste draft]