Joined October 2025 | Last Updated October 2025

IdealTraits is a 4-in-1 hiring platform built for insurance agencies. We make it simple to attract top talent, assess fit with agency-specific tools, and streamline the entire hiring process. With over 18,000 businesses supported, 85,000 hires made, and 4 million candidates delivered, we help agencies build stronger teams faster.

Features & Quick Stats

Core Business

At IdealTraits, our core business is supporting business owners in finding and identifying top level talent, using our all-in-one recruiting platform that offers an Applicant Tracking System, Job Posting, Pre-Hire Assessments, One-Way Video Interviewing, and additional tools and professional services.

 

How IdealTraits Recruiting Platform Helps Independent Agents & Brokers

Independent agents often don’t have the time or resources of larger carriers, so IdealTraits gives them a complete hiring advantage in one platform. Here’s how:

 

  • Access to More Candidates – Job postings go to major boards like Indeed, ZipRecruiter, Google for Jobs, and Glassdoor, giving independent agents national reach.
  • Insurance-Specific Assessments – Unique to IdealTraits, our personality, motivation, and logic assessments are tailored to insurance roles, helping agents identify candidates who are not just qualified, but the right fit for sales, service, or support roles.
  • Simplified Hiring Tools – Everything from applicant tracking, resume management, and text recruiting to one-way video interviews is built in, so agents can manage the entire process efficiently in one place.
  • Proof of Success – Independent agents across the country have used IdealTraits to hire top producers, reduce turnover, and grow their books of business. For example, agencies that leaned on our assessments have consistently found team members who not only perform but stay longer.

In short, IdealTraits gives independent agents the same professional-grade hiring power as large organizations, but with tools designed specifically for insurance.

 

Integrations

Indeed Platinum Partner Integration: https://idealtraits.com/indeed-platinum-partner/

  • One-way integrations: Role Play at the Olson Agency, Insurance Sales Labs, Exam FX, XCEL Solutions, VerifiedFirst, Backgroundchecks.com, LinkedIn, Zapier
  • Two-way integrations: Checkr, Indeed, ZipRecruiter, Calendly, Zoom

AI Capabilities

Integrated AI tools include: resume parsing, job ad generation, pre-qualifying question generation, candidate scoring, resume insights, video interview transcription, employee retention survey (Pulse) behavioral insights

 

Partnerships

Farmers, Allstate, Big "I", PIA, Safeco/Liberty Mutual, American Family, GreatFlorida, Korsgaden International, IAOA

 

Certifications & Awards

Relevant industry awards or distinctions:

  • Indeed Platinum Partner 2025, Platinum Partner 2024, Gold Partner 2023
  • Software Advice Frontrunners - Recruiting 2025, Assessment 2025, Applicant Tracking 2025, Video Interviewing 2024
  • GetApp Category Leaders - Recruiting 2025, Assessment 2025, Video Interviewing 2025, Applicant Tracking 2025, Assessment 2024, Video Interviewing 2024
  • Capterra Shortlist - Recruiting 2025, Assessment 2025, Applicant Tracking 2025, Assessment 2024, Video Interviewing 2024
  • Capterra Best Ease of Use - Onboarding 2024
  • Capterra Best Value - Onboarding 2024, Staffing Agency 2024, Talent Management 2024