Recruitment software built for insurance and financial services

Insurance representatives and financial advisors often need specific licenses (e.g., Series 7, Series 63, or insurance licenses) — which can make searching for the right candidates a challenge and a major time commitment. In Loxo Source, you can use a combination of Boolean strings, fine-tuned filters, and our AI-powered best-fit candidate matching to help build a database filled with only the most qualified talent.

Many banks, insurance companies, and fintech firms are competing for the same talent — creating what can feel like a shortage of qualified professionals. And the more specialized the role (e.g., actuaries, wealth management advisors), the harder it becomes to find the right candidates.

Once you build up a pipeline of qualified candidates in Loxo, you can continue to nurture them over time — so that as hiring needs ebb and flow, you’ve always got a solid longlist.

For some roles, we know there may be a ton of qualification work to be done to determine who is truly a viable candidate — especially with variables like trainings & certifications, commission-based work, and so on.

Loxo is designed to make it easy to nurture candidates over time, regardless of what stage they’re in — and even easier to track activities, notes, and documents so that you never lose track of the details.

Understanding where in your pipeline candidates are getting stuck, which team members are top producers, and identifying other trends is key to your continued improvement and success. With Loxo’s reports, it’s easy to identify winning behaviors and double-down on them.