Insurance recruiting software that gets agents placed faster
InsureATS gives agency owners and recruiting teams one pipeline for every applicant — applications, phone screens, interviews, calls, emails, and P&C / L&H licensing — so no candidate goes cold and no follow-up slips through.
One pipeline
Application to placement
P&C + L&H
Licensing tracked per candidate
0 spreadsheets
Nothing left to memory
Generic hiring tools were never built for insurance
Insurance recruiting has its own lifecycle — assessments, licensing, appointments, production. InsureATS is built around that lifecycle instead of around a generic hiring funnel.
Applications sit in a shared inbox
Forward applicants from Indeed, LinkedIn, and ZipRecruiter to your InsureATS inbox and each one becomes a candidate record the moment it arrives — with your follow-up sequence already running.
Follow-up depends on someone remembering
Multi-step email and call sequences run on their own, and every call, text, email, and note lands on the candidate timeline so the next touch is always obvious.
Licensing lives in a binder
BIG assessment status, P&C and L&H licensing progress, certification and state exam dates sit on the candidate record — not in a filing cabinet or someone’s head.
You can’t see who is actually working the pipeline
Recruiter reporting covers phone screens, interviews set and ran, placements, show rates, and call activity — by month, quarter, or individual team member.
One system for the whole insurance hiring lifecycle
Pipeline, sourcing, screening, sequences, calls, licensing, and reporting — the features an insurance agency hiring P&C, L&H, CSR, producer, and agency-owner candidates actually needs.
Insurance Hiring Pipeline
A drag-and-drop pipeline built around insurance stages — new applicant, phone screen, interviews, review, advancing, and placed.
Recruiter Gmail Integration
Every recruiter sends from their own Gmail address, with full email threads and open tracking stored on the candidate record.
Automated Email & Call Sequences
Multi-step sequences run on autopilot so applicants hear back the same day and no candidate ever slips through the cracks.
Phone Screen & Interview Templates
Standardize your screening with custom question templates, star ratings, and structured interview recaps.
RingCentral Call & SMS Sync
Calls, recordings, transcripts, and texts flow into the candidate timeline automatically — zero manual call logging.
P&C and L&H Licensing Tracker
Track licensing status, certification and state exam dates, and BIG assessment results for every candidate you advance.
Recruiter Performance Reporting
Phone screens, interviews set and ran, show rates, placements, and source performance — by month, quarter, or team member.
One Team, One Pipeline
Assign candidates and tasks to recruiters, share pinned notes, and keep everyone aligned on the same applicant history.
How insurance agencies hire with InsureATS
Four steps take a new applicant to a placed, licensed agent — with InsureATS handling the follow-up, logging, and paperwork along the way.
Candidates Flow In Automatically
Forward applications from Indeed, LinkedIn, ZipRecruiter, and more to your unique InsureATS inbox. Candidates are created automatically — no manual entry needed.
Screen, Score & Advance
Run phone screens using your custom templates, score candidates 1–5 stars, and move them through your pipeline with a single click.
Stay in Touch Automatically
Enroll candidates in email sequences. Set up interview reminders, follow-ups, and nurture campaigns that run on autopilot.
Place & Track Licensing
Mark candidates as Placed and track their P&C / L&H licensing journey, BIG assessment status, and test dates in one place.
Pricing that fits how your agency recruits
No setup fees. No hidden fees. No long-term contracts. Every plan starts with a free 30-day trial and includes the visual insurance hiring pipeline and candidate records.
Recruit
Perfect for small agencies just getting started.
30-day free trial included
- 2 users included
- 3 email templates
- 1 screener template
- Visual hiring pipeline
- Candidate profiles & notes
- Email sequences
- RingCentral integration
- Gmail integration
- Recruiter metrics dashboard
Pro
For growing teams that need more horsepower.
30-day free trial included
- 5 users included
- 10 email templates
- 5 screener templates
- Visual hiring pipeline
- Candidate profiles & notes
- Gmail integration
- Recruiter metrics dashboard
- Email sequences
- RingCentral integration
Power
Full suite for high-volume recruiting operations.
$500/moSave $150/mo
- 20 users included
- Unlimited email templates
- Unlimited screener templates
- Visual hiring pipeline
- Candidate profiles & notes
- Email sequences
- Gmail integration
- RingCentral integration
- Recruiter metrics dashboard
Need a custom plan for a larger organization? Contact us.
Insurance recruiting software, answered
What agency owners and recruiting teams ask before they switch.
Your next great agent is already in your pipeline
Get every applicant, conversation, and licensing step into one place this week. Free for 30 days, no setup fees, cancel whenever you like.