One connected platform

Insuranceexecutive search recruitment software

Map the insurance market, run the assignment, evidence the process.

Retained assignments on one record — mapping, confidential approaches, milestones and the insurer report.

Book a demo See what it costs

Mapping
Approach
Longlist
Assessment
Screening
Offer & fee

How the desk runs

One platform, from the market map to the offer.

Map the market
Build the target list on the assignment record — the insurers, the heads of claims, underwriting directors and chief underwriters inside them, and who has already been spoken to.
Confidential approaches
Approaches, conversations and declines are recorded against the assignment, so a discreet search still leaves a trail the team can work from.
Longlist to shortlist
Surge work repeats, so the handlers who cleared and performed last surge are the fastest to rebook. Move candidates through the assignment stages with the reasoning attached, and send a formatted shortlist from the record.
Assessment and interviews
Interview stages, feedback and assessment notes sit on the candidate within the assignment. At this level the insurer is judging whether the handler can carry a caseload without supervision, and the evidence for it belongs on the record.
Retained milestones
Retainer stages are tracked against the assignment, so what has been billed and what is due sits with the work rather than beside it.
The client report
Dashman shows fill-rate by client, placement fees and where assignments stall, so the update is drawn from the record rather than assembled before the call.

Checks and clearances

Screened before the placement is confirmed

Each check sits on the candidate record with its date and outcome, so the position is evidenced rather than remembered when the client asks.

How documents and expiry work

Professional qualifications on the candidate record
Screening and referencing tracked to completion
Right-to-work documents with expiry alerts
References confirmed on the worker record

What the agents add

AI agents working on the insurance desk in the background.

Sourcing Sam
Builds the target map of specialists and keeps the assignment's longlist moving.
Compliance Clara
Flags professional qualifications on the candidate record coming up for expiry.
Timesheet Tommy
Reads submitted timesheets and preps PAYE for fixed-term cover, with umbrella for day-rate contractors for review.
Growth Grace
Surfaces new insurer leads worth a call.
Manager Max
Briefs the desk each morning on fill-rate by client.

Meet the agents Get the insurance guide

Questions

Executive Search Insurance recruitment software questions.

Does it support retained assignments?

Retainer milestones are tracked against the assignment alongside the stages, so what has been billed and what is still due sits with the work.

Can approaches be kept confidential?

Approaches and conversations are recorded against the assignment with the access controls you have configured, so a discreet search still leaves a usable trail.

How is market mapping handled?

The target list of insurers and specialists is built on the assignment record, including who has already been approached and what they said.

What does the client see?

Assignment progress is drawn from the record stage by stage, so the update is reported rather than reconstructed before each call.

What checks does a insurance placement need?

Each check sits on the candidate record with its date and outcome, so the position is evidenced rather than remembered when the client asks. The desk holds professional qualifications on the candidate record, screening and referencing tracked to completion, right-to-work documents with expiry alerts, references confirmed on the worker record.