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Agents who sell, handlers who stay

Personality tests for insurance agencies — without paying $300 per producer trainee

DISC, EQ, Big Five, Conflict Styles. Same constructs as Caliper and Hogan, without the per-candidate fee. Free for everyone — paid only when you need the org dashboard.

Reply within 1 business dayNo per-seat pitchesFree pilot in 48 hours

In Brief

JobCannon provides 57 validated assessments for insurance agencies hiring producers, claims handlers, CSRs, and producer-track trainees. The agency-relevant battery: DISC for producer vs claims-handler fit, EQ for customer-facing emotional intelligence, Conflict Styles for upset-policyholder handling, Big Five Conscientiousness for compliance-aware roles, Burnout Risk for claims-side retention prediction. Flat-per-organisation pricing: free Starter with 5 invites; Team at $79/mo for 100 magic-link invites and the org dashboard; Business at $199/mo adds white-label PDFs and a read-only API for Applied Epic, Vertafore AMS360, EZLynx, or any AMS. Compared to Caliper Profile ($250-$400 per candidate), Hogan ($150-$300 per candidate plus consultant debrief), or Vangent (enterprise-priced for large carriers), JobCannon is structurally cheaper because we monetise the consumer tier, not the employer. Typical use: 10-minute battery (DISC + EQ + Conflict Styles) sent before the producer interview or claims-handler tryout.

Plans for insurance agencies

Starter (free, 5 invites) for first hires. Team ($79/mo, 100 invites) for a typical agency or branch. Business ($199/mo) when you need AMS API + branded producer reports.

Free

Always free for micro-teams

$0
  • 5 tests/month (resets the 1st of each month)
  • All 50+ assessments
  • Basic individual reports
  • Share link via email or Slack
  • Free trial of the coordinator dashboard
Start free

Starter

For solo coaches and small HR

$29/mo
or $290/yr (save 17%)
  • 30 tests/month
  • All 50+ assessments
  • Detailed individual reports
  • Coach notes per candidate
  • PDF export (client-ready)
  • Session prep recommendations
  • Candidate progress tracking
Get Starter access
Most Popular

Team

For startups, teams and HR

$79/mo
or $790/yr (save 17%)
  • 100 tests/month
  • Everything in Starter
  • Team DNA dashboard
  • Compatibility matrix
  • Conflict-pattern detection
  • Compare 2-3 team members
  • Manager prep briefings
  • Shared admin access (2 seats)
Get Team access

Scale

For agencies, L&D and scale-ups

$199/mo
or $1990/yr (save 17%)
  • 500 tests/month
  • Everything in Team
  • Premium report (archetype + blind spots + work-style brief)
  • Integrity + social-desirability scales (fake-good detection)
  • White-label PDFs (your logo)
  • API access (read-only results)
  • Bulk CSV import / export
  • Custom assessment builder (beta)
  • Unlimited admin seats
  • Priority email support
Get Scale access

Enterprise

For 200+ person companies

From $5k/yr
  • Unlimited tests
  • Everything in Scale
  • SSO (SAML, Google Workspace)
  • SLA (99.9% uptime)
  • Data residency options (EU/US)
  • Dedicated Customer Success
  • Custom integrations (Workday, Greenhouse, Slack)
  • Annual billing, invoice payments
Talk to us

Self-serve checkout via Stripe — major cards, Apple Pay, Google Pay, Link. Cancel anytime; 14-day money-back on Starter, Team, and Scale. Enterprise via the contact form below.

How insurance agencies use JobCannon

Slot the battery between phone screen and full interview — 10 minutes that prevent 6 months of bad-hire training.

Producer-Track Screening
DISC + Values + Big Five C for trainee agents. Filters candidates who will hate prospecting and surfaces the high-I high-D profile that converts cold pipeline. Especially valuable for captive-carrier expansion.
Claims Handler Hiring
EQ + Conflict Styles + Burnout Risk before offer. Predicts who can absorb upset policyholders without burning out at month 4. Several users report halving first-year claims turnover.
CSR & Service Team
EQ + Conflict Styles for inbound service roles. Catches the candidate who is technically fine on the phone but will quit the first time a customer yells. Service throughput is a personality problem, not a training problem.
Agency Owner Succession
Identifying the next owner inside the team? Big Five (entrepreneurship signal) + DISC (operator vs leader) + FIRO-B clarifies whether your top producer actually wants to run the book.
Independent Agent Recruiting
For agencies recruiting from other carriers: DISC + Values catches the candidate poaching for a $5K signing bonus vs the candidate who actually wants your book of business. Reduces 90-day producer churn.
Compliance & Underwriting Staff
Personal lines underwriters and compliance officers cluster around high-C low-N. DISC + Big Five surfaces this in 7 minutes — much faster than the typical resume-then-interview filter.

Recommended tests by insurance use case

Click any test to take it yourself before sending it to candidates.

Producer Battery
10 min — pre-interview
Claims Handler
EQ + stress focus
CSR & Service
Customer-facing
Underwriting & Compliance
Back-office fit
Manager / Owner Track
Operator → leader

What agencies typically pay for the same battery

For an agency hiring 30 producers and 15 service staff per year

$11K-$18K
Caliper Profile
$250-$400 per candidate × 45
$6.75K-$13.5K
Hogan Assessments
$150-$300 per candidate
$3K-$8K
Cloverleaf
$10/user × 250-650 users
$29-199/mo
JobCannon
Flat per-org · free Starter

What insurance agencies get

All 57 assessments — free for individuals, paid plans for org workflow
Magic-link invites — candidates take tests without creating accounts
10-minute producer battery, 12-minute claims-handler battery — fits between phone screen and interview
Org dashboard with completion status, top-trait flags, and per-candidate breakdown
CSV export for HR personnel files and audit trail
Read-only API on Business plan — Applied Epic, Vertafore AMS360, EZLynx, ATS
GDPR compliant, SOC 2 in progress, EU/US data residency on Enterprise
Plain-language reports — no consultant certification required

Need AMS integration or branded producer reports?

Tests work instantly — no form needed. For Applied Epic / Vertafore / EZLynx pulls, white-label PDFs, or a custom validation study for producer or claims roles:

We reply within 24 hours. No spam, no per-seat pitches.

FAQ

Are these tests usable for licensed insurance roles?

Yes. Personality assessment is a hiring input, not a licensing requirement — state insurance regulators (NAIC, NY DFS, CA DOI, TX TDI) regulate licensing, training, and conduct, not the screening tools agencies use to choose candidates. Use the results alongside your standard interview, background check, and licensing path. We do not replace the FINRA or state-mandated pre-licensing process, and we do not sell training-CE hours.

Why DISC + EQ specifically for insurance?

Insurance roles split into two profiles that look identical on a resume but perform very differently: producer-track agents need high-I high-D (assertiveness, persuasion, comfort with prospecting rejection), while claims handlers and CSRs need high-S high-EQ (patience, stress tolerance, empathy when policyholders are upset). The single most expensive mis-hire pattern in agency staffing is putting a high-S into a producer role or a high-D into claims. A 10-minute DISC + EQ battery catches it before licensing cost.

Can we screen candidates with no insurance experience?

Yes — and that is the most common use case from independent agencies, captive carriers expanding into new territories, and MGAs hiring producer trainees. Resume screening for "5 years insurance experience" is a small candidate pool; opening to new-to-industry candidates with the right personality profile typically triples it. DISC for behavioural fit + Big Five Conscientiousness + Values for retention prediction is the standard battery our agency users settle on.

What about claims handler burnout and turnover?

Claims is the highest-burnout role in most agencies — adjusters and claims-side CSRs handle upset policyholders all day. Conflict Styles + EQ + Burnout Risk run at hire (and re-run at 6 and 12 months) flags candidates who handle stress and conflict in a way that protects retention. Several agency users report cutting first-year claims turnover by half after adopting this loop.

Do you integrate with our AMS or producer onboarding stack?

Read-only API on the $199/mo Business plan — pull candidate results into Applied Epic, Vertafore AMS360, EZLynx, or any AMS that accepts webhooks. For BambooHR, Workable, Greenhouse, and Lever, results land via standard ATS webhooks. We do not write to your AMS (intentionally — assessment data lives in HR, not the policyholder record).

How does this compare to Caliper, Hogan, or Vangent?

Caliper Profile lists $250-$400 per candidate. Hogan runs $150-$300 per assessment and typically requires consultant-led debriefs. Vangent and Aon assessments are tailored to large carriers and priced accordingly. Our equivalents (DISC + Big Five + Conflict Styles + EQ) use the same underlying constructs at a flat-per-org price because we monetise individuals on the consumer tier. The trade-off: we do not provide industrial-organisational psychologist debriefs or custom validation studies. For most independent agencies and regional carriers, the free tests plus the $79/mo Team plan covers the actual workflow.