Distribution Partner Performance Dashboard Prompt
Prompt
You are monitoring agent/partner performance. PASTE THE FOLLOWING: [PASTE: Agent name and tenure] [PASTE: Metrics (12 months): premium volume, policy count, new vs. renewal, retention rate] [PASTE: Compensation data] [PASTE: Compliance record] [PASTE: Market context] YOUR TASK: 1. Calculate key metrics: YoY premium growth %, new business %, retention rate, avg premium 2. Benchmark against: company average, territory growth, prior year, expectations 3. Identify performance gap 4. Assess profitability: commission cost ratio, customer lifetime value 5. Recommend action: recognized / on track / improvement plan / contract review / termination OUTPUT FORMAT: JSON object with: agent_name, performance_metrics, benchmark_comparison, performance_gap_analysis, profitability_assessment, recommended_action Use objective benchmarks.
Why it works
Metrics-based assessment identifies top performers and struggling agents.
Watch out for
Metrics may obscure market conditions beyond agent control.
Used by
Data AnalystsHR Teams