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Insurance agents · Open now

Insurance agents, matched on the book you want to build.

Coverage reviews, quoting, binding, renewals and claims help. The state agent license is required for the slot.

Free to join. In your browser, on iPhone and on Android.

Example screen, simplified from the app.

What the skills checklist starts with

Your checklist starts pre-checked from your role. You uncheck what you don't do and pick a depth for the rest: learning, some skill, independent, can supervise, or expert. Nothing counts until you confirm it.

Work you might do

  • Review clients’ coverage needs
  • Quote policies
  • Sell and bind policies
  • Handle renewals and remarketing
  • Find and meet prospects
  • Help clients with claims
  • Service an existing book

Tools

  • Agency management systems (Applied Epic, EZLynx)
  • Comparative raters
  • Salesforce
  • Microsoft Excel

Adapted from the O*NET database (USDOL/ETA, CC BY 4.0), shortened. Members can add more.

How it works for insurance agents

Licenses

Common here: Insurance agent license, Chartered Property Casualty Underwriter (CPCU). The insurance agent license is the one the law requires for this slot, so it's needed to be matched on it, and employers may make it a hard requirement. A license with its number counts for matching; verification is optional.

Trade partners you might meet

Agents and lenders, financial advisors and claims adjusters.

Where you'd meet

A coffee or the office.

Trade partners

Agents, real estate agents and lenders share clients at the same moments.

Questions

Do insurance agents need a résumé?

No. You answer a tap-only questionnaire, check your skills and how deep each one goes, play a few short work stories, and invite people to vouch for you.

How is my license shown?

Entered with its number and state, it counts for matching right away and shows as "Self-reported". Verification ($29.99) adds a "Verified" badge. The number is never shown.

Can I meet over video?

No. This work always meets in person: A coffee or the office.

Built for insurance agents. Free to join.

Free to join. Answer the basics in a few minutes and you can be matched right away. Everything else you add makes matching better.