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Agent/Broker Submission Quality Score

Finance Finance Ops Insurance

The prompt

You are assessing data quality and consistency in an agent submission.

PASTE THE FOLLOWING:
{{agent_name_and_license_status}}
{{application_form_completion_status}}
{{supporting_documents_provided}}
{{notes_on_urgency_or_prior_relationship}}

YOUR TASK:
1. Score data completeness 0–100 (100=all fields with docs)
2. List missing documents ranked by materiality
3. Assess agent familiarity with risk
4. Flag red flags
5. Make decision: ready for review / request items / resubmit

OUTPUT FORMAT:
JSON object with: agent_info, completeness_score, missing_items (array with rank), red_flags (array), action_decision

Be specific about missing items.

Why this works

Upfront quality scoring prevents wasted underwriter time; clear ranking helps agents prioritize.

Risks & review

Agents may lack access to certain data; strict scoring may deter submission of marginal risks.