Colonial Life Independent Channel — recruited new and licensed agents

Background

The Colonial Life independent channel needed a steady flow of new agents — both people entering the industry for the first time and licensed agents ready to move — to grow production across its markets. Internal recruiting capacity could not keep pace with the growth plan.

The work

• Built a repeatable recruiting engine covering sourcing, screening and first interviews for new and licensed agent candidates
• Defined the ideal candidate profile for each market and aligned messaging to what motivates career changers and experienced agents
• Coached field leaders on interview technique and candidate follow-up so promising candidates did not stall in the pipeline

Outcomes

• A consistent pipeline of qualified new and licensed agent candidates across the channel
• Faster time from first contact to signed agent agreement
• Field leaders equipped with a recruiting process they could run without outside support