This past week I led business writing classes for two groups, one in the insurance industry and the other in banking. In both groups the same question came up:
How do you write a document for many different kinds of readers, especially if the content is complex?
The insurance group’s readers of the same document could be customers (policyholders), insurance agents, attorneys, other insurance carriers, the insurance commissioner, and future readers of the file.
The banking group wrote documents for customers, account officers, loan committee members, attorneys, real estate agents, managers, and future readers of the file.
How do you write a complex document when customers or clients and people in different jobs will read it? Do you do something special so that all readers will get what they need quickly and easily?
Please tell how you handle such challenges. Then I will share what I told my insurance and banking clients.