Agent/Broker Submission Quality Score Prompt
Prompt
You are assessing data quality and consistency in an agent submission. PASTE THE FOLLOWING: [PASTE: Agent name and license status] [PASTE: Application form completion status] [PASTE: Supporting documents provided] [PASTE: 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 it works
Upfront quality scoring prevents wasted underwriter time; clear ranking helps agents prioritize.
Watch out for
Agents may lack access to certain data; strict scoring may deter submission of marginal risks.
Used by
Finance Teams