Built exclusively for insurance agency builders

Recruit Smarter.
Build Bigger. Lead Better.

Lodestone Recruiting combines AI, workflow automation, professional opportunity presentations, candidate nurturing, and integrated licensing into one seamless ecosystem—allowing agency builders to spend less time managing the recruiting process and more time developing the next generation of leaders.

AI Recruiting Workflow Automation Integrated Licensing
lodestonerecruiting.com/pipeline

Recruiting Pipeline

Last 30 days · auto-updating

+38%
Sourced
428
Qualified
214
Interviewed
96
Licensing
41
Producing
18
AI Recruiter · Ava
Qualifying Jordan M.
Are you open to a fully remote role with a licensing path?
Yes — how long does licensing take?
Most recruits license in 2–4 weeks with LicenseIQ. Want me to book your onboarding?
Candidate Funnel
This week
Applied100%
Screened72%
Booked48%
Licensed22%
Group Interview Schedule
Tue 10:00 AM
Group Interview · 8 recruits
Wed 2:00 PM
Group Interview · 12 recruits
Thu 6:00 PM
Q&A Session · 5 recruits
Licensing Progress
LicenseIQ
Sofia R.84%
Marcus T.62%
Priya N.41%
Conversion
32.4%
+6.1 pts vs. last mo

Trusted by agency builders scaling teams of 50+ producers

How it works

From Cold Outreach to Licensed Producer

Four steps that run themselves — while you focus on coaching and closing.

01

Source Candidates

AI scans job boards, referral networks, and warm markets to surface high-intent candidates that match your builder profile.

02

AI + Live Callers Nurture

Humans + AI

Conversational AI screens across email and SMS 24/7 — while a real human calling team dials alongside it to build rapport, answer questions, and confirm interviews.

03

Automated Group Interviews

Qualified candidates are booked into your recurring group interviews with reminders and confirmations built in.

04

Get Them Licensed

New recruits have seamless access to our pre-licensing partner, LicenseIQ, and guided all the way to exam-ready.

AI Recruiting Engine

An AI Assistant That Never Sleeps

Coordinated capabilities that replace an entire recruiting ops team.

AI Candidate Sourcing

Multi-channel discovery across boards, referrals, and lookalikes.

Automated Follow-Up

No lead ever goes cold. Sequences fire on the perfect cadence.

Email Campaigns

Personalized narratives written by AI for every recruit persona.

SMS Conversations

Two-way texting that actually feels human. Because it's trained to.

AI Voice Outreach

Natural voice calls that qualify, book, and confirm without lifting a finger.

Candidate Scoring

Predictive scoring surfaces the recruits most likely to license and produce.

Calendar Booking

Auto-books group interviews with your team, with time-zone smarts.

Pipeline Automation

Every stage, every touchpoint, every handoff — orchestrated end-to-end.

Automated Opportunity Presentation

Perfectly Presented: Every Recruit. Every Time.

Before any recruit meets a builder, they've already watched a professionally produced opportunity presentation — so your team walks into every interview with a warm, informed, pre-sold candidate.

  • Consistent message across every candidate
  • Filters out low-intent applicants automatically
  • Frees your builders to focus on closing, not pitching
Grid of recruits watching the opportunity presentation
LIVE PRESENTATION
AI FAQ Assistant

Every Question, Answered Instantly.

Give every recruit immediate clarity, confidence, and direction—any time of day.

Lodestone Assistant
Online · replies in seconds
Compensation
What's the income potential in year one?
Most new producers reach $60–90K in their first 12 months when they follow the launch system. Top performers cross six figures.
How exactly does the commission structure work?
You earn direct commission on every policy plus overrides as you build a team. Want me to walk you through the exact split?
Trained on your agency's talking points & FAQs
Ask anything…
Live Recruiting Concierge

AI Sources Candidates.
Humans Guide the Process.

Behind every automated touchpoint is a trained human concierge team, ready to jump in on the calls, follow-ups, and confirmations that need a warm voice.

Reminder calls
Follow-up
Appointment confirmations
Re-engagement
Candidate assistance
Personal check-ins
AI + Real People
The best of both worlds, working together as one recruiting team.
Why Builders Love Lodestone

Where Top Builders Scale Faster

More interviews without more work

Your calendar fills itself — with pre-qualified candidates.

Consistent recruiting experience

Every recruit gets the same polished, on-brand journey.

Higher licensing completion

LicenseIQ's adaptive learning gets more recruits across the finish line.

Reduced builder burnout

Stop doing first interviews. Start coaching producers.

Automated follow-up

Sequences that never miss a beat — even at 11pm on a Sunday.

Centralized analytics

Every pipeline metric, every team, in one live dashboard.

AI-powered engagement

Personalized outreach at scale that actually converts.

Leadership-first workflow

Designed for builders who lead teams — not recruiters who fill seats.

Partnered with LicenseIQ

From Candidate to Licensed Agent

Lodestone seamlessly guides recruits into their licensing journey, guiding them from enrollment to exam-ready in partnership with LicenseIQ, the industry's most advanced pre-licensing experience.

Insurance licensing with AI tutor, practice exams, and progress tracking
1
Applicant
2
Enrolled
3
Coursework
4
Exam Ready
5
Licensed
6
Producing
The future belongs to builders who scale

Build the Agency You've Always Envisioned.

Book a time with the Lodestone team and we'll map out your recruiting engine.

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