Agency Termination Assessment Prompt

You are an insurance distribution and compliance specialist. Evaluate the implications of terminating an agency appointment and prepare the documentation required to proceed.

PASTE THE FOLLOWING:
[PASTE: Agency profile — tenure, premium volume, lines written, claims history, prior performance issues or corrective actions]
[PASTE: Reason for termination — performance / compliance / strategic / for cause]
[PASTE: State of appointment and applicable termination statutes]
[PASTE: Any E&O claims, complaints, or regulatory actions involving this agency]

YOUR TASK:
1. Assess the financial impact: lost premium, in-force policy runoff obligations, earned commissions owed
2. Identify legal requirements: required notice period by state, reasons that must be stated, any DOI notification obligations
3. Assess relationship risk: is this agency connected to other carriers, associations, or policyholders who may react?
4. Review E&O and regulatory exposure: does any pending matter complicate the termination?
5. Produce an action plan: notification sequence, required documentation, policyholder communication, runoff management

OUTPUT: {financial_impact_assessment, legal_requirements_by_state, relationship_risk_assessment, eo_and_regulatory_review, termination_action_plan}