Insurance · People & HR

Samso Industry Demo · Updated May 2026

People & HR for Insurance

People at a P&C carrier is licensed-adjuster hiring, multi-state UW credentialing, agency-mgmt recruiting, and the comp + retention motion across 4 LOBs. Samso runs the hiring funnel and people-ops workflows for a 340-FTE specialty carrier - claims, underwriting, agency management, and corporate.

Function KPIs · how the people & hr org reads its own week

Time to fill (avg)

38 d

−6 d LTMAdjuster slower · corp faster

Offer accept rate

82%

+4pp YoYComp benchmarked to specialty-P&C peer set

Voluntary attrition

12.4%

−1.8pp LTMClaims attrition still elevated · UW stable

Adjuster hires vs plan

14 / 22

Plan behind 36%Licensed-adjuster scarcity in 3 footprint states

Q2 hiring funnel by team - applied → started

STAGE COUNTS · CANDIDATES · TEAM-SPLIT · PLAN FTE OVERLAY · MOCK DATA

02505007501KCANDIDATES382818PLAN FTEAPPLIEDSCREENTECHNICAL / LICENSINGOFFERACCEPTEDSTARTED

Hiring teams

Claims adjusters (multi-state licensed)Underwriters (CPCU · AU · multi-LOB)Agency mgmt + producer / broker mgrs

Corp + actuarial

Corp / IT / actuarial (HQ + 2 satellite offices)

Twelve services · sized to insurance

Each tile is what Samso runs in this function for a insurance org.

01 · Service

Job Description Drafting

JDs for claims adjusters, underwriters, agency managers, actuaries, and corporate roles - aligned to comp bands, license tiers, and CPCU / AU credentials.

JDs / qtr

48

Days to draft

1

02 · Service

Resume Screening & Shortlists

1.0K applications/qtr screened against role rubric - adjuster license states, LOB experience, CPCU credits - top-10 shortlist on the recruiter's desk.

Apps / qtr

1.0K

Shortlist accuracy

92%

03 · Service

Interview Scorecards & Candidate Packets

Per-role scorecards for claims, UW, agency mgmt, and corp - packets pulled from licensing databases, prior-carrier history, and producer references.

Packets / qtr

180

Interviewer prep time

−54%

04 · Service

Offer Letter & Comp Package Generation

Offer letters with base, license premiums, sign-on, benefits, and incentive comp - comp benchmarked to specialty-P&C peer set with full audit trail.

Offers / qtr

108

Accept rate

82%

05 · Service

Role-Specific Onboarding Plans

30/60/90 plans for claims, UW, agency mgmt, and corp - every plan includes state-licensing renewal, CPCU / AU paths, and DOI market-conduct training.

Roles covered

24

Completion rate

94%

06 · Service

Performance Reviews & 360 Synthesis

Annual + mid-year reviews synthesized from supervisor, peer, and quality-assurance data - claims reviews tied to cycle time, leakage, and customer survey.

Reviews / cycle

340

Hours saved / mgr

5

07 · Service

Compensation Benchmarking Reports

Comp bands benchmarked to specialty-P&C peer set + Jacobson + Insurance Journal surveys - refreshed semi-annually so the carrier stays competitive.

Roles benchmarked

58

Refresh

Semi-annual

08 · Service

Employee Handbook & Policy Drafting

Handbook + 28 policies (code of conduct, NPI handling, market-conduct, license renewals, remote-work) drafted to carrier standards - version-controlled and audit-ready.

Policies live

28

Last refresh

Q1 2026

09 · Service

Org Chart & Headcount Visualization

Live org chart across 340 FTE - claims, UW, agency mgmt, ops, corp - open reqs, plan vs actual, and license-coverage gaps all visible.

FTE today

340

Open reqs

26

Plan year-end

362

10 · Service

Engagement Survey Analysis

Quarterly engagement survey themed by team, LOB, and tenure - surfacing claims-cycle pressure and adjuster-licensing friction before they bite retention.

Responses / qtr

260

eNPS

38

11 · Service

Training Material & Course Outlines

State licensing renewal, CPCU / AU paths, market-conduct, NPI handling, and SIU courses kept current - completion tracked at 94%, with comp tied to compliance.

Courses live

22

Completion

94%

12 · Service

Exit Interview Synthesis

Exit interviews themed by team, tenure, and reason - claims-adjuster departures get extra cut for licensing succession and competitive intel on peer carriers.

Exits / qtr

22

Top reason

Comp / cycle

What you get · every week & every month

Concrete deliverables, not just dashboards.

Deliverable

Weekly hiring funnel report

Stage counts by team (claims, UW, agency mgmt, corp), time-to-fill, offer accept rate, and stalled-req flags routed to recruiters and hiring managers.

Deliverable

30/60/90 onboarding plans

Role-specific plans for every new hire - claims, UW, agency mgmt, corp - with state licensing, CPCU / AU paths, and market-conduct training built in.

Deliverable

Quarterly perf review packets

Supervisor + peer + QA-data feedback synthesized into per-employee packets - claims reviews include cycle time, leakage, and customer-survey scores.

Deliverable

Always-on org chart + comp bands

Live org chart and specialty-P&C comp bands kept current - open reqs, plan vs actual, and license-coverage gaps visible to hiring managers and corporate.

Insurance · People & HR

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