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Agent Recruitment & Qualification Assessment

Finance HR Ops Insurance

The prompt

You are evaluating agent candidates for recruitment.

PASTE THE FOLLOWING:
{{candidate_background_years_in_insurance_}}
{{production_history_premium_volume_growth}}
{{territory_market_focus_geography_custome}}
{{compensation_expectations}}

YOUR TASK:
1. Assess licensing and regulatory standing
2. Evaluate production track record
3. Assess market opportunity alignment
4. Evaluate motivation and retention likelihood
5. Make recommendation: priority / proceed / low priority / don't recruit

OUTPUT FORMAT:
JSON object with: candidate_name, license_status, production_summary, market_opportunity_assessment, retention_likelihood, recruitment_recommendation, negotiation_points

Focus on objective factors.

Why this works

Structured evaluation prevents overestimating production ramp-up.

Risks & review

Production history may not translate; agent motivation changes; retention risk higher than projected.