Human Resources For Insurance Agencies

From hiring and onboarding to compliance and culture, our HR services help independent insurance agencies build strong teams, reduce risk, and create workplaces where people thrive. Whether you need guidance on one issue or full-service HR support, we’re here to help you grow with confidence.

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INSURANCE AGENCY

HR Services

A great agency begins with a great team. Successful agencies recognize that employees are a vital resource, but they don’t always have the budget for a full-time, experienced, human resources professional on staff. Our Virtual HR service affords agencies all the benefits of a dedicated HR Manager, Recruiter, Benefits Administrator, Payroll Specialist, and more, without the cost of having this professional in-house. Our Virtual HR Advisors are experienced in all aspects of HR and are comfortable with many state regulations and requirements, including California. You can trust that your Virtual HR Advisor will maintain confidentiality, save your time, and ensure that the personnel-related activities are handled with the utmost care

Attracting Top Talent in Insurance

Recruiting
Website Career Page
Candidate Screening
Interviewing
Insurance Skills Assessments
AMS360 Proficiency Assessment
Background Checks
Reference Checking
Compensation Analysis

Onboarding Employees for Success

Employee Onboarding
Provide and Obtain Required Documentation
Facilitate Orientation
Training Plan Development
Weekly Check-ins
90-Day Reviews

Managing Employee Performance

Employee Reviews
Performance Goal Setting
Disciplinary Actions and Employee Investigations
Handling Terminations and Documentation
Manage Retention
Incentive Plans
Employee Engagement
Surveys
Employee Recognition
Pay Structure
Contract Review
Supervisory Skills Coaching

Guiding & Directing Your HR

HR Department Setup
Job Analysis / Job Descriptions
Perpetuation
Employee Handbook Development
Employee Handbook Review and Update
Personnel Policy Management
Compensation Analysis
Payroll Administration and Management
Payroll Conversion Management
Fair Labor Standards Act (FSLA) Compliance
Unemployment Insurance Cost Control

Ready to Strengthen Your Team and Simplify HR?

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Let’s build a people strategy that supports your agency’s growth. Whether you need help with hiring, compliance, training, or long-term planning, our HR experts are here to support you. Fill out the form or book a consultation to get started.

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Protect Your Agency and Stay Compliant with an HR Audit

An HR audit isn’t just a formality—it’s essential for protecting your agency from fines and compliance risks. Our audit ensures every piece of employee documentation is exactly where it needs to be, from I-9s and medical records to payroll tax forms and termination records. We verify that exemptions align with payroll, benefits deductions match your bills, and that all forms are accurate and up-to-date. By identifying potential vulnerabilities, we help you avoid penalties from agencies like the Department of Labor and Homeland Security, giving you peace of mind.

Could Your Employee Handbook Put Your Agency at Risk?

An employee handbook is more than a guide—it’s your agency’s blueprint for accountability and compliance. Our team ensures your handbook not only aligns with state and federal requirements but also clearly defines procedures and expectations for your employees. From outlining workplace policies to addressing agency-specific needs, we help you create or update your handbook to protect your agency and foster a culture of consistency and professionalism.

Are You Meeting Harassment Training Requirements?

Harassment training isn’t just a best practice—it’s a legal requirement in states like California and an essential step in protecting your agency and employees. Our training ensures your team understands their rights and responsibilities, creating a safe and respectful workplace. By addressing compliance requirements and fostering a culture of awareness, we help safeguard your agency from costly legal risks while promoting professionalism and accountability.

Simplify Your Payroll with Expert Processing

Payroll doesn’t have to be a headache. Our team takes care of everything from accurate processing to ensuring compliance with tax and labor regulations, so you don’t have to. With our support, you can focus on running your agency while we handle the details that keep your payroll running smoothly and stress-free.

Ensure Fair and Strategic Pay with a Compensation Analysis

Our Compensation Analysis helps you evaluate if your agency’s pay aligns with local benchmarks while addressing fairness and strategic goals. By analyzing salary data for each position—low, median, and high ranges—we provide clarity on where your agency stands in comparison to others in your area. This service ensures you’re offering compensation that makes sense for your business and your employees, without overspending or underpaying.

Department Setup and Training to Strengthen Your HR Professionals

If your HR team is unsure of their responsibilities or struggling to stay on track, we’re here to help. Our training ensures they understand the processes, compliance requirements, and day-to-day operations necessary to support your agency effectively. Whether they’re starting from scratch or need a refresher, we’ll get your HR department up to speed and running smoothly.

Solutions for Battling Burnout and Boosting Morale

Burnout and low morale can quietly undermine your agency’s success, leading to disengaged employees and lost productivity. Our service addresses these challenges head-on, identifying the root causes and implementing strategies to reignite motivation and restore team energy. From leadership coaching to team-building initiatives, we help you create a workplace where your employees feel valued, inspired, and ready to thrive.