Table of Contents
Takeaways:
- Top agents drive conversions and cross-selling.
- Strong client relationships mean higher retention rates and more referrals.
- Cultural fit reduces turnover and training costs.
- Strategic hiring delivers measurable returns.
- Wizehire’s tools help identify top-performing candidates.
Find your next great insurance agent
Key ROI Drivers of Quality Agents
In today’s competitive insurance recruiting landscape, the quality of your agents directly impacts your bottom line and long-term success.
By focusing on the following key return on investment (ROI) drivers, you can make smarter hiring decisions and build a team that consistently outperforms the competition.
1. Revenue Growth: Client Acquisition and Cross-Selling
Experienced insurance agents are revenue multipliers. Their industry know-how and client-focused approach mean they’re skilled at building relationships and maximizing cross-selling. When an agent helps a client bundle their auto policy with home insurance, they’re not just making a sale—they’re adding value, building trust, and boosting revenue.
Experienced agents understand that cross-selling isn’t about pushing products but providing comprehensive protection. They conduct thorough risk assessments that uncover coverage gaps and recommend appropriate solutions.
Experienced agents understand that cross-selling isn’t about pushing products but providing comprehensive protection.
This systematic approach results in higher policy density and increased premium per client. By identifying and acting on opportunities, skilled agents can add value to every interaction, making them indispensable to agencies focused on sustainable growth.
2. Client Retention and Trust: Building Lasting Relationships
Retaining clients is as important as bringing in new ones. Skilled agents build trust through personalized service and regular check-ins, making clients feel secure and valued. They approach each client interaction as an opportunity to provide comprehensive protection rather than simply selling individual policies.
This approach encourages renewals, referrals, and long-term loyalty—turning one-time customers into lifelong advocates for your agency. Every client referral represents both new revenue potential and validation of your agency’s service quality, creating a powerful cycle of growth.
Professional agents create lasting client relationships that transform one-time policy sales into lifetime partnerships. They accomplish this through consistent communication, proactive policy reviews, and genuine interest in their clients’ changing needs.
3. Reduced Hiring Costs: Saving Resources with the Right Talent
A poor hire drains time and resources. By choosing agents who align with your agency’s values and goals, you save on costly hiring cycles and strengthen your team.
Wizehire’s one-click job posting and DISC+ assessments help you find the right fit fast, reducing costs and building a cohesive, committed team.
Finding the Ideal Insurance Agent with DISC+ Assessments
Hiring the right insurance agent goes beyond skills and experience; it’s about finding someone with the personality, behaviors, and motivators that fit your agency’s unique needs. Wizehire’s DISC+ assessments help you identify candidates who naturally align with the demands of an insurance role. Here’s what to look for in a top-performing agent.
The DISC+ Personality Profile for Insurance Agents
Each letter in DISC reflects key personality types suited for various roles. For an insurance agent, certain DISC+ characteristics can signal a natural fit for the responsibilities of the role:
The DISC+ Personality Profile for Insurance Agents
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- C: Innovator – Low-C individuals enjoy variety in their day-to-day tasks, which keeps them motivated in roles where they can approach challenges creatively and customize solutions for clients.
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- D: Problem Solver – High-D individuals are decisive, assertive, and comfortable making quick decisions, which helps them guide clients confidently through complex choices.
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- I: Influencer – High-I agents love meeting new people and are naturally engaging. They can connect with clients easily, building rapport and trust that lead to strong client relationships.
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- S: Voyager – A low-S personality thrives on change and flexibility, making them adaptable in the dynamic insurance industry where each client interaction can be different.
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- C: Innovator – Low-C individuals enjoy variety in their day-to-day tasks, which keeps them motivated in roles where they can approach challenges creatively and customize solutions for clients.
Behavioral Qualities of a Top Insurance Agent
Behavioral qualities are the natural tendencies that influence how an agent interacts with clients and responds to challenges. Look for candidates with these qualities:
Behavioral Qualities of a Top Insurance Agent
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- Decisive – Able to make quick, confident decisions to keep the sales process moving forward.
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- Interactive – Skilled at engaging clients in conversation and making them feel comfortable.
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- Proactive – Driven to take initiative, not just react to situations.
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- Flexible – Open to trying different approaches to meet clients’ needs.
Motivators for an Effective Insurance Agent
Motivators fuel an agent’s passion for their work and align their values with your agency’s goals. For insurance agents, a strong aesthetic drive can be a valuable asset. Agents with this motivation appreciate harmony and balance in their work, thriving in environments where they feel their contributions are meaningful.
To engage and retain agents with an Aesthetic drive, consider giving them opportunities to:
Motivators for an Effective Insurance Agent
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- Achieve sales goals in their own way, highlighting the impact of their success on the agency’s growth.
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- Take charge of sales calls, allowing them autonomy in the client experience.
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- Lead team meetings when appropriate, rewarding their efforts and empowering them to influence the agency’s direction.
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- Achieve sales goals in their own way, highlighting the impact of their success on the agency’s growth.
Using DISC+ assessments to screen for these qualities helps you identify candidates who bring the right mix of personality, behavioral strengths, and values to succeed as insurance agents in your agency.
This targeted approach leads to better hires who stay longer and contribute more to your agency’s success, allowing you to focus on serving clients rather than constant recruitment.
How Wizehire Supports Insurance Hiring
Wizehire’s tools are designed for the unique challenges of insurance hiring. Our platform offers industry-specific job templates, one-click posting to top job boards, and DISC+ assessments for skills and culture fit—giving you a faster, smarter way to build a team of top agents who stay and grow with you.
Wize Words
Top agents are more than employees—they’re an investment in your agency’s success. With Wizehire’s tools, finding agents who elevate your agency has never been simpler. Build a strong, profitable team with Wizehire’s support.
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