✏️Prompts

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