Insurance multi-desk recruitment software
Every desk, one connected flow.
Perm, temp and contract insurance desks on a single shared record — from sourcing to weekly pay, with compliance checks and AI agents at every step.
- Source
- Screening
- Book & place
- Timesheets
- Pay & invoice
- Report
- Also for insurance:
- Temp
- Permanent
- Contract
- Shift
- Executive Search
- All insurance desks
One platform, from the first call to the invoice.
Source across every desk
Surge work repeats, so the handlers who cleared and performed last surge are the fastest to rebook. One shared CRM, switchable between perm, temp and contract, with a duplicate check before every new record.
One record, three placement types
A temp booking today and a permanent shortlist tomorrow run on the same record — the specialist you covered a shift with is the same candidate the perm desk puts forward.
Book the one who is ready
An insurer needs claims handlers for a surge. Booking Desk shows who is available and cleared, so it is filled on the call, and permanent offers are tracked on the same record.
Today, across every insurer
Timeline puts the day's bookings across all insurers in one view. What the insurer is judging is whether the handler can carry a caseload without supervision, and the gaps show before anyone has to ring.
Timesheets and approval
Insurers approve online and scanned timesheets are read automatically, feeding straight into pay and billing.
Every desk in one live view
PAYE for fixed-term cover, with umbrella for day-rate contractors, from approved hours. Dashman puts fill-rate by client, placement fees and where assignments stall side by side — targets against actuals, without a spreadsheet in the middle.
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
AI agents working on the insurance desk in the background.
Sourcing Sam
Works the day's open bookings and matches specialists across every desk.
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.
The AI Agents Guide for Insurance Recruitment
- Where agents help on the insurance desk, and where they should not
- Keeping professional qualifications on the candidate record current without chasing
- Pay and bill: PAYE for fixed-term cover, with umbrella for day-rate contractors
Multi-Desk Insurance recruitment software questions.
Can one system run perm, temp and contract insurance desks?
Yes. All three placement types sit on one shared record, and the desk switches between them without re-keying the candidate or the client into a second system.
Do the desks share the same database?
One CRM holds every specialist and insurer, so a candidate placed by the temp desk is the same record the perm desk shortlists from.
How is pay handled across the desks?
PAYE, umbrella and limited arrangements all run from the hours approved on the timesheet, through one approved workflow, into invoicing.
Can we see every desk together?
Dashman shows temp fill-rate, permanent fees and contract margin side by side in one view, rather than a report per desk.
What checks do insurance placements 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.
See a week of your own insurance desk run in one system
Half an hour on your own kind of work.