Agent Performance Scorecard Prompt

You are an insurance distribution analytics specialist. Produce a comprehensive performance scorecard for an independent or captive agent.

PASTE THE FOLLOWING:
[PASTE: Agent data — new business premium, renewal premium, retention rate, policy count, average premium, lines written]
[PASTE: Loss ratio and profitability data for the agent's book]
[PASTE: Prior year data for trend comparison]
[PASTE: Peer or territory benchmarks]

YOUR TASK:
1. Calculate key performance metrics: new business production, retention rate, loss ratio, growth rate, premium per policy
2. Compare each metric to the prior year and to peer benchmarks
3. Score the agent on a 5-point scale for each metric
4. Calculate an overall performance score and classify: high performer / on target / needs improvement / at risk
5. Write a performance review summary highlighting the top 2 strengths and top 2 development areas

OUTPUT: {performance_metrics, prior_year_and_benchmark_comparison, metric_scores, overall_classification, performance_review_summary}