Case Study: Reducing 90-Day Turnover for a Mid-Sized Insurance Agency

​Client Profile

• Type: Independent insurance agency

• Size: 75 employees

• Location: Midwest, USA

• Specialties: Commercial and personal lines coverage

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The Challenge

The agency had been working with a generalist staffing firm to fill account manager and CSR roles. While the positions were being filled quickly, more than half of the new hires were leaving within the first 90 days. This high turnover created a cycle of constant rehiring, lost productivity, and added stress for existing staff who had to pick up the slack.

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Our Approach

B2B Strategies began by conducting an in-depth consultation with the agency’s leadership and department heads. We:

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1. Identified the Root Cause – Discovered that the issue wasn’t candidate availability, but poor role and culture alignment.

2. Refined the Candidate Profile – Created detailed role profiles with must-have skills, preferred insurance software experience, and personality traits for long-term fit.

3. Tightened the Vetting Process – Added multi-stage screenings, including skills testing and culture-fit interviews, before any candidates were presented.

4. Leveraged Our Insurance Network – Focused on passive candidates and referrals from our pre-vetted insurance professional network.

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The Results

Within 60 days of engagement, the agency hired three new team members for critical roles in commercial lines and customer service.

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• Retention: 100% of placements remained after 12 months

• Time-to-Fill: Reduced average time-to-fill from 35 days to 15 days

• Quality: 2 out of 3 hires earned internal promotions within their first year

• Client Satisfaction: Leadership reported a “dramatic improvement” in team stability and client service response times

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Client Feedback

“B2B Strategies completely changed our hiring experience. Instead of sorting through dozens of resumes, we interviewed three candidates; and all of them were excellent. The hires they made have stayed, grown, and made our team stronger than ever.”
-  Principal Agent, Rod C.

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Key Takeaway

When recruiting focuses on quality over quantity, agencies can eliminate costly turnover, improve service delivery, and build teams that last.