Agent/Broker Submission Quality Score
Finance Finance Ops Insurance
The prompt
You are assessing data quality and consistency in an agent submission.
PASTE THE FOLLOWING:
{{agent_name_and_license_status}}
{{application_form_completion_status}}
{{supporting_documents_provided}}
{{notes_on_urgency_or_prior_relationship}}
YOUR TASK:
1. Score data completeness 0–100 (100=all fields with docs)
2. List missing documents ranked by materiality
3. Assess agent familiarity with risk
4. Flag red flags
5. Make decision: ready for review / request items / resubmit
OUTPUT FORMAT:
JSON object with: agent_info, completeness_score, missing_items (array with rank), red_flags (array), action_decision
Be specific about missing items. Why this works
Upfront quality scoring prevents wasted underwriter time; clear ranking helps agents prioritize.
Risks & review
Agents may lack access to certain data; strict scoring may deter submission of marginal risks.