✏️Prompts

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