Interested people go cold.
A fast first message and a booked call.
Coming soon
Insured Recruit
Insurance agent recruiting, from first hello to first commission.
The recruiting system for team builders. Find, follow up, license and launch new agents, and keep them.
Recruit is coming soon. Here's what it will do.
Insured Recruit · Coming soonSample
From first hello to first case.
06New conversations
02Meetings
03Ready to review
GT
Maria T.State exam booked
On trackJW
James W.Study plan ready
AT
Alex T.First week checklist
In short
What is Insured Recruit?
Insured Recruit is the recruiting add-on for Insured OS, coming soon. It will help team builders find candidates, follow up fast, run interviews and track each recruit through studying, licensing, contracting and their first 90 days. Each recruit gets a personal welcome checklist, a state licensing plan and a Claude exam tutor.
Insurance agent recruiting software that adds on top of Insured OS Core and hands new agents to Insured HQ once they're producing.
02Today / With Recruit
What changes
Recruits stall before the exam.
A study plan, reminders and an exam tutor.
Contracting drags on.
Every step in order, nothing missing.
New agents go quiet and quit.
You get an alert and a check-in script.
03How it works
How do you recruit insurance agents?
Hiring insurance agents comes down to five things: know who you're looking for, show up with honest content, follow up quickly, interview with a scorecard, and support every recruit all the way to their first policy. Insured Recruit will run that path in seven stages. You make every decision.
1. Find
Your ideal recruit, honest posts, a join my team page.
2. Follow up
Fast replies, booking, reminders, no-show recovery.
3. Interview
A guide, a scorecard, notes from your voice memos.
4. Welcome
Their checklist, licensing plan and exam tutor.
5. Set up
Contracting, business basics and their own website, included.
6. Train
The first 90 days: scripts, role-play, field training.
7. Keep
Early warnings, check-ins and milestones.
04Made for your day
See who's stuck, before they quit
Your insurance agency recruiting in one view. Ask "Where is everyone?" and see who needs a call today.
Insured Recruit · Coming soonSample
From first hello to first case.
06New conversations
02Meetings
03Ready to review
GT
Maria T.State exam booked
On trackJW
James W.Study plan ready
AT
Alex T.First week checklist
05Insurance agent onboarding, in order
The recruit's welcome package
Say "Maria said yes." Recruit will build her checklist page, a PDF and her reminders.
Licensing plan
Her state's steps: pre-licensing, exam date, fingerprints, application.
Study calendar
Typically about 40 to 80 hours over 3 to 6 weeks, with daily reminders.
Contracting
E&O, the AML course, SureLC and carrier appointments, in order.
Business setup
Email, phone, license details and her own website.
Licensing steps vary by state. General information, not legal advice. Check your state's Department of Insurance.
06Made for your day
How does the exam tutor help recruits prepare?
The Claude exam tutor will give recruits short daily quizzes on policy types, riders, annuities, state law and ethics. Every wrong answer is explained in plain words. Weak topics get more practice, and practice exams come near test day. It works alongside their pre-licensing course. It isn't the official exam.
Insured WelcomeSample
G.
Welcome, the
Garcia family.
Your next chapter, one step at a time.
Before the appUnderwritingDelivery day
Get your documents together
Meet your agent
Review your application
First 90 days Every year after
07The details
Rules built in
You approve every message before it goes out.
No income claims in posts, ads or messages.
Unlicensed recruits don't sell, quote or advise.
Bank and ID details never go by text or email.
Recruiting ads run in Meta's employment special ad category.
Consent rules apply to recruit texts and calls.
08Made for your day
Pricing and teams
Pricing coming soon. Recruit adds on top of Insured OS Core and is included in All Access.
Recruiting insurance agents for a whole team? Team pricing is coming soon.
09A closer look
Guides to send your recruits
New to the terms? IMO vs FMO vs MGA
10A closer look
Questions about Recruit
How does Insured Recruit help recruits get licensed?
Each recruit will get a plan for their state: pre-licensing if required, exam booking, fingerprints and the application. They also get a study calendar and the Claude exam tutor. You see who's moving and who has gone quiet in one pipeline.
Does Recruit make income claims in recruiting posts?
No. Every recruiting post, ad and message will be checked for income claims before you see it, and lines like "make six figures" will be flagged. Honest insurance agent recruitment talks about the work, the training and the support.
Can unlicensed recruits use Insured OS?
Recruits will use their checklist, study calendar and exam tutor while they get licensed. Insured OS won't help an unlicensed recruit sell, quote or advise. Once licensed and contracted, they can get their own Insured OS.
Do I need Insured HQ too?
Not to recruit. Recruit will run your pipeline and onboarding on top of Core. Managing a team? Add Insured HQ, when it's ready, to see everyone in one place.
Your next step
Get recruits licensed and writing.
Book a call. We'll walk through Recruit with your team in mind.