Insurance recruitment 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.
Six ways insurance agencies place people. One record under all of them.
Temp insurance recruitment
Shifts and cover, booked on the call and paid weekly.
See the deskPermanent insurance recruitment
Vacancy to placement fee on one job record.
See the deskContract insurance recruitment
Rates, status, extensions and self-bill.
See the deskShift insurance recruitment
Rota patterns, bulk shifts and break rules.
See the deskExecutive Search insurance recruitment
Retained assignments, from market map to offer.
See the deskMulti-Desk insurance recruitment
Perm, temp and contract on one shared record.
See the desk
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 |
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
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 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.
Can one system run all our insurance desks?
Yes. Temp, perm, contract, shift and executive placements sit on one shared record, so the 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.
See a week of your own insurance desk run in one system
Half an hour on your own kind of work.