Recruitment software for insurance and financial services

Every industry or niche has its own unique challenges — and recruiting for financial services or insurance roles is distinct from other industries. That’s why we designed a version of Loxo’s Talent Intelligence Platforms specifically for the nuances of insurance & FinServ recruitment.

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Your recruitment homebase

Source, engage, and hire insurance roles with ease

Built for the nuances of insurance and financial services recruitment — from the talent to the timelines and beyond.

Find talent

Source candidates based on skills, certifications, and more

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.

Easily see where candidates are in your Loxo pipeline

Build pipelines

Build a talent pipeline for high-volume roles

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.

Sourcing for an insurance or finance role in Loxo, these candidate cards have options for contact information.

Engage candidates

Engage candidates on a human-to-human level

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.

Track progress

Track progress and double-down on winning behaviors

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.

Talent Intelligence Platform

It shouldn't take 10+ tools to make one hire

With the Talent Intelligence Platform, you move through your entire recruitment workflow seamlessly by bringing it all under the same roof.

When you find a qualified candidate, you can instantly access their contact info, drop them into a pipeline, and start an outreach campaign — all in just a few clicks, without ever having to leave Loxo.

Learn more about Talent Intelligence

"I needed something we could adapt to our unique process. When I saw Loxo, I was like ‘YES, I see how we can use this.’”

— Todd Cranston, Vision Financial Group

Read the case study

Source niche candidates

Search from Loxo Source, our industry-leading database of professional and social profiles with hyper-specific filters to find perfect-fit candidates faster than ever.

Access contact information

Reach out to candidates on the spot by accessing their personal contact information — or drop them into an outreach campaign designed for the role.

Build a talent pipeline

Get the top 10% of FinServ talent into your database, then continue to nurture them over time — so that when the time is right, you can get the right candidate placed in the right role.

Nurture your talent database

Build custom multi-channel outreach campaigns designed for each particular role — and choose between writing them yourself or having Loxo’s AI give you a helping hand.

Collaborate easily & securely

Keep records of certifications, licenses, and financial information all in Loxo — and choose permissions for who on your team (or on the client side) can see what.

Enhance your workflow

Loxo’s AI is working in the background at every step of your workflow, creating efficiencies around menial tasks and ensuring your data is always fresh & accurate.

SMS text messaging

Get in touch with candidates on the go or outside of traditional working hours in order to maximize responses.

Analyze & adapt

Easily analyze performance via customizable reports — then double-down on winning behaviors.

CRM workflow triggers

Add candidates to a campaign and allow Loxo's workflow automation to handle the rest.

“I want it easy — one activity, one output. With Loxo, I find it’s intuitive; it’s as simple as drag-and-drop to move candidates through pipelines.”

— Todd Cranston, Vision Financial Group

You've got questions...

We've got answers! It's a very mutually-beneficial thing we've got going on here.

How much does Loxo cost?

Depending on your needs, we have various pricing plans. Feel free to peruse and find the best one for you!

Or, if you're curious about Loxo's functionality and need more information before making a decision, you can always book a demo to see the platform in action and learn more about which specific plan is right for you and your business.

What is Talent Intelligence, anyway?

In short, it's the death of the bolt-on and the traditional ATS, all in one fell swoop. Er, one very user-friendly platform.

The Talent Intelligence Platform category is defined when a single company offers each of the following software products in one platform:

‍1. Applicant Tracking System ("ATS")
2. Recruitment CRM (Candidate Relationship Management)
3. Sourcing ("People search engine")
4. Outbound recruiting ("Candidate engagement")
5. People and business data (Contact information, social profiles, websites, & metadata)
6. Artificial Intelligence (AI) and machine learning across the entire unified suite of products

‍The TIP is designed to replace all of this software — generally offered by a bunch of unaffiliated companies and bolted-on to your system-of-record — and unite them all in one platform.

How do I know I'm getting a good return on my recruitment technology investment?

The recruitment market has long been plagued by legacy platforms and their associated bolt-on technologies...and each of these bolt-ons have their own associated costs. Across your recruitment workflow, it can all start to really add up, cutting into your bottom line.

Time is money, and money is...well, money. Chances are, you’d like to save both, without sacrificing quality. That’s where Loxo comes in.

Check out our Recruitment Tech ROI Calculator if you'd like to learn more about how Loxo can help you save money and make money.

‍What is the best recruitment technology?

The best recruitment technology for executive search is not a single tool, but rather a platform that combines several key functionalities to support the unique and high-stakes nature of these roles...wink wink.‍

A robust system should integrate Applicant Tracking System (ATS) and Customer Relationship Management (CRM) features into one unified platform — all while making sure you're maintaining a healthy ROI. ‍

Key features to look for include AI-powered sourcing and matching, which can analyze vast data sets to identify ideal candidates based on skills, experience, and leadership potential. The technology should also offer advanced analytics and reporting to provide data-driven insights into the search process, and a secure, confidential environment for managing sensitive information.

Finally, strong collaboration tools for recruiters and clients, as well as features that help manage and nurture a long-term network of executive talent, are crucial for long-term success.

What is the role of executive search technology in diversity, equity, and inclusion (DEI)?

Executive search technology plays a crucial role in advancing diversity, equity, and inclusion (DEI) by mitigating unconscious bias and expanding the talent pool. Modern platforms use algorithms to analyze a candidate's qualifications and experience, rather than relying solely on traditional resume screenings that can be influenced by factors like a candidate's name or the schools they attended. This helps to create a more objective and merit-based evaluation process. Furthermore, this technology can efficiently search for and identify qualified candidates from underrepresented backgrounds, providing recruiters with a more diverse pool of potential leaders. By leveraging data and automation, executive search technology helps firms to proactively build a more inclusive and equitable talent pipeline, which is a key priority for many organizations today.

How much does Loxo cost?

Depending your needs, we have various pricing plans. Feel free to peruse and find the best one for you!

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Become a hiring machine

Ready to see for yourself how Loxo can transform your recruitment workflow and make you more efficient than ever before? We thought you might be.

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