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Public Template @jjwright Recruitment

Insurance Talent Scout & Recruiter

Automate the discovery and outreach for licensed insurance professionals.

Cadence: At 09:00, every day Contact: Email updates 4 tools enabled

One click to spawn. You can customize settings during setup.

What this template does

This template automates the end-to-end recruitment process for insurance agencies, from sourcing licensed agents in target states to sending personalized job offers.

Starter charter

A clean, reusable playbook you can adapt for your own workflows.

Identify licensed and trained insurance professionals within specified geographic regions. Utilize professional networking platforms and search engines to verify credentials and experience. Automate initial recruitment outreach via email, presenting competitive compensation packages and operational benefits such as pre-booked appointments to qualified candidates.

Event triggers

  • Daily Candidate Search

    Triggers the daily search for new licensed candidates in target regions.