Insurancerecruitment software

Talisman is recruitment software for insurance agencies: one record for specialists and insurers, professional qualifications on the candidate record confirmed before a placement, and approved hours running into PAYE for fixed-term cover, with umbrella for day-rate contractors.

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Pick your desk

Six ways a insurance agency places people. One record under all of them.

Temp
Temp insurance recruitment
Shifts and cover, booked on the call and paid weekly.
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Permanent
Permanent insurance recruitment
Vacancy to placement fee on one job record.
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Contract
Contract insurance recruitment
Rates, status, extensions and self-bill.
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Shift
Shift insurance recruitment
Rota patterns, bulk shifts and break rules.
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Executive Search
Executive Search insurance recruitment
Retained assignments, from market map to offer.
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Multi-Desk
Multi-Desk insurance recruitment
Perm, temp and contract on one shared record.
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Which desk is which

What each desk runs, and what it checks first.

Desk	What it runs	Checked before a placement	Pay and bill
Temp	Shifts and cover, booked on the call and paid weekly	Professional qualifications on the candidate record and AWR position, at the point of booking	Weekly, from approved timesheets, with the client invoiced in the same run
Permanent	Vacancy to placement fee on one job record	Professional qualifications on the candidate record and references, before the offer goes out	Placement fee on the placement, with the start date and rebate period attached
Contract	Rates, status, extensions and self-bill	Professional qualifications on the candidate record, plus contract status and IR35 position on the placement	Self-bill from approved hours; umbrella and limited arrangements
Shift	Rota patterns, bulk shifts and break rules	Professional qualifications on the candidate record, plus fatigue and break rules across the rota	Weekly pay queue built from the hours actually worked once approved
Executive Search	Retained assignments, from market map to offer	Professional qualifications on the candidate record at shortlist, with the assignment's confidentiality settings	Retainer milestones tracked against the assignment, then the placement fee
Multi-Desk	Perm, temp and contract on one shared record	Professional qualifications on the candidate record once, on the record every desk shares	PAYE for fixed-term cover, with umbrella for day-rate contractors

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
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.

Meet the agents

Free guide · PDF

The AI Agents Guide for Insurance Recruitment

Where agents help on a 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

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Questions

Insurance recruitment software questions.

Which insurance desk type do I need?

Pick the desk that matches how you place specialists: Temp — shifts and cover, booked on the call and paid weekly; Permanent — vacancy to placement fee on one job record; Contract — rates, status, extensions and self-bill; Shift — rota patterns, bulk shifts and break rules; Executive Search — retained assignments, from market map to offer; Multi-Desk — perm, temp and contract on one shared record. All six run on the same record, so an agency can start with one and add another without a second system.

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.

Can one system run all our insurance desks?

Yes. Temp, perm, contract, shift and executive placements sit on one shared record, so a specialist the temp desk has booked is the same candidate the perm desk puts forward, with nothing re-keyed.

How is pay handled for insurance specialists?

PAYE for fixed-term cover, with umbrella for day-rate contractors, run from the hours approved on the timesheet, with the insurer invoiced in the same straight-through run.