Agent Recruitment & Qualification Assessment
Finance HR Ops Insurance
The prompt
You are evaluating agent candidates for recruitment.
PASTE THE FOLLOWING:
{{candidate_background_years_in_insurance_}}
{{production_history_premium_volume_growth}}
{{territory_market_focus_geography_custome}}
{{compensation_expectations}}
YOUR TASK:
1. Assess licensing and regulatory standing
2. Evaluate production track record
3. Assess market opportunity alignment
4. Evaluate motivation and retention likelihood
5. Make recommendation: priority / proceed / low priority / don't recruit
OUTPUT FORMAT:
JSON object with: candidate_name, license_status, production_summary, market_opportunity_assessment, retention_likelihood, recruitment_recommendation, negotiation_points
Focus on objective factors. Why this works
Structured evaluation prevents overestimating production ramp-up.
Risks & review
Production history may not translate; agent motivation changes; retention risk higher than projected.