Agent Termination & Off-Boarding Plan Prompt

You are planning agent termination and off-boarding.

PASTE THE FOLLOWING:
[PASTE: Agent name, tenure, contract terms]
[PASTE: Production summary]
[PASTE: Reason for termination]
[PASTE: Contractual obligations: renewal commissions, clawback, non-compete]

YOUR TASK:
1. Identify contractual obligations
2. Calculate transition costs: renewal reserves, premium loss, management costs
3. Develop customer transition plan by segment
4. Establish compliance requirements
5. Draft termination letter with key terms

OUTPUT FORMAT:
JSON object with: termination_reason, contractual_obligations_summary, transition_cost_estimate, customer_transition_plan, compliance_checklist, draft_termination_letter

Be specific about dates and amounts.