✏️Prompts

State Approval Status Summary Prompt

Prompt

You are an insurance regulatory project manager. Produce a structured filing status summary for a multi-state product filing or rate change for product management and leadership review.

PASTE THE FOLLOWING:
[PASTE: Filing inventory — state, filing type, submission date, current status, DOI reference number, outstanding issues if any]
[PASTE: Target effective date for the filing]
[PASTE: Any states where filings are on file-and-use vs. prior approval]
[PASTE: States with outstanding deficiencies or pending DOI responses]

YOUR TASK:
1. Produce a state-by-state status table: state / filing type / submission date / status / outstanding action
2. Classify each state by risk to target effective date: on track / at risk / delayed
3. Identify the critical path states — states where approval is required before implementation
4. List outstanding actions required for each at-risk or delayed state
5. Write a one-page management summary: overall filing progress, critical path risks, and recommended actions

OUTPUT: {state_status_table, risk_classification_by_state, critical_path_states, outstanding_actions_by_state, management_summary}

Why it works

Critical path identification prevents the project team from focusing equally on all states when some approvals are prerequisites for others. Risk classification converts a status report into a prioritized action list.

Watch out for

Filing status information changes rapidly. This summary should be updated weekly during active filing periods — a stale status report creates false confidence in the management team.

Used by

Finance TeamsExecutives