AI prompt to design a producer commission plan

Email, data entry, reports and planning take up a large share of an agent's week. AI can draft, summarize and organize that work, and specialized tools can pull data from documents and keep client records tidy.

Below is a ready-to-copy prompt to design a producer commission plan, a detailed version that asks you clarifying questions first, and 1 specialized AI tool (Gong) with instructions for this task. It also works in ChatGPT, Claude, Gemini or Copilot.

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The prompt

Outline 3 producer compensation plan options for a small agency (e.g., salary + bonus, new vs. renewal commission splits, tiered bonuses), with pros, cons and how each affects retention and agency profit. Use example percentages as clearly labeled placeholders, and recommend review by an accountant and employment attorney.

Detailed version (asks clarifying questions first)

Act as an experienced assistant to a licensed insurance agent. Before answering, ask me up to 3 clarifying questions (your goal, the format you want and the tools you already use). Then complete this task, and finish with a short checklist of statements I should verify with my compliance team.

Task: Outline 3 producer compensation plan options for a small agency (e.g., salary + bonus, new vs. renewal commission splits, tiered bonuses), with pros, cons and how each affects retention and agency profit. Use example percentages as clearly labeled placeholders, and recommend review by an accountant and employment attorney.

How to use it

Copy the prompt. Copy the short prompt above, or the detailed version if you want the AI to ask clarifying questions first.
Add your details. Add the details for your situation (line of business, audience, tone).
Run it in the right tool. Paste it into ChatGPT, Claude, Gemini or Copilot, or use Gong as described below.
Review before you use it. Check every fact, name and number yourself.
Take the next step. Next, see: Build a producer scorecard.

Best AI tools for this task

Specialized tools first, ordered by fit for this task (never by payout), then any general AI assistant.

Gong site ↗

Revenue AI platform that records and analyzes sales calls for coaching.

Best for: Sales teams coaching producers from recorded calls · Price: Pricing by quote only Built for larger agencies · sales demo required Request pricing ↗

Suggested from the related task Build a producer scorecard.

How to use it

In Gong, pull the same period for each team member (use role labels like Producer A / Producer B, not names). Compare side by side the call activity, talk ratio and interactivity, topics and keywords detected, customer sentiment, and deal/pipeline progress from Gong's conversation and deal tracking. Ask Gong's Ask Anything AI: 'Compare Producer A and Producer B over the last 30 days: call volume, talk ratio, how often they ask discovery questions, how they handle price objections, and deals advanced.' Then write a strength, a focus area and one coaching action for each person, and check the numbers against your agency's sales data before discussing them.

Any AI assistant

ChatGPT Claude Google Gemini Microsoft Copilot

Paste the prompt above (short or detailed) into any of these.

Want to start today? The specialized tools above need a sales call; paste the prompt into any AI assistant (ChatGPT, Claude, Gemini or Copilot) now.

Before you use it

Review every AI output for accuracy and compliance before you use it.

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