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Insurance Agent Recruitment Solution

Comprehensive coverage of the entire recruitment lifecycle for insurance agents, including outreach, engagement, interview, onboarding, and retention.

Solution Overview

GienTech’s Insurance Agent Solution adopts a "Trinity" approach (APP, Mini Program, WeChat Official Account) to cover the entire recruitment lifecycle—reach, engagement, interview, onboarding, and retention. With high performance, availability, scalability, and security, it seamlessly integrates with agent operations, training, and performance evaluation platforms, enabling insurers to achieve refined digital management.


Key Features
APP

Includes team management, recruitment management, recruitment analytics, recruitment tools, contract tools, interview/contract approvals, and end-to-end digital onboarding. Embedded within sales support apps for agent convenience.

WeChat Official Account

Includes recruitment tools (such as questionnaires, income calculators, and onboarding application forms), recruitment information management, recruitment statistics, and signing tools. It also provides a new agent binding function to facilitate contract signing and onboarding process notifications. Sales agents can share recruitment tools and receive notifications related to the onboarding process of new agents.

Mini Program

Features include interview approval and contract signing approval. The backend management system covers organization management, access rights management, document review, and recruitment statistics. It supports frontline sales teams with functionalities such as sharing signing invitations, handling interview and signing approvals, viewing new agent information, and tracking the progress of interviews and contract signings.

Competitive Advantages

Recruitment

  • Strengthens corporate culture dissemination and recruitment efficiency.

  • One-click sharing for brand promotion, events, case studies, and industry trends.

  • Agent business card forwarding to facilitate communication channels.

  • Diverse tools: income calculators, interview forms, surveys.

  • Unified talent pool to prevent duplication and attrition.


Management

  • End-to-end tracking of candidate lifecycle.

  • AI-powered e-contracts for paperless operations.


Operations

  • Standardized recruitment management with real-time tracking.

  • Visualized reports for multi-dimensional analytics.


Case Studies
Online Recruitment System for a Leading Life Insurer

Contact GienTech to get your customized solutions Consult expert
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