Agent Recruitment & Qualification Assessment Prompt
Prompt
You are evaluating agent candidates for recruitment. PASTE THE FOLLOWING: [PASTE: Candidate background: years in insurance, carriers, lines, license status] [PASTE: Production history: premium volume, growth, contract size, retention] [PASTE: Territory/market focus: geography, customer type] [PASTE: 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 it works
Structured evaluation prevents overestimating production ramp-up.
Watch out for
Production history may not translate; agent motivation changes; retention risk higher than projected.
Used by
HR Teams