Property & Casualty Insurance Agent Reference Check Form

Streamline Your Insurance Agent Reference Checks with Paperform

Hiring the right property and casualty insurance agent can make or break your agency's reputation and bottom line. This Property & Casualty Insurance Agent Reference Check Form template helps insurance agencies, brokerages, and HR departments conduct thorough, consistent reference checks that go beyond generic employment verification.

Why This Template Works for Insurance Professionals

This template is specifically designed for the insurance industry, covering the competencies that matter most: policy knowledge across multiple lines (auto, home, commercial), customer service excellence, claims assistance and advocacy, ethical cross-selling practices, and proven client retention. Whether you're hiring for a personal lines position, commercial insurance role, or multi-line agent, this form captures the insights you need from previous supervisors, colleagues, or clients.

Automate Your Reference Check Workflow

With Paperform's conditional logic, you can tailor follow-up questions based on initial responses—diving deeper when concerns arise or streamlining when references are glowing. Use Stepper to automate your entire hiring workflow: trigger follow-up emails to additional references, notify hiring managers when references are complete, update your ATS or HR system automatically, and route flagged responses for review.

Built for Compliance and Confidentiality

Insurance agencies operate in a highly regulated environment, and reference checks are no exception. This form includes clear consent language, confidentiality assurances, and structured questions that help you make informed hiring decisions while maintaining professional standards. Paperform is SOC 2 Type II compliant, giving you peace of mind that sensitive reference data is handled securely.

Designed for Recruiters, HR Teams, and Agency Owners

Whether you're an HR manager at a national brokerage, a recruiter specializing in insurance talent, or an independent agency owner building your team, this template saves time while improving hiring quality. Customize the questions to match your agency's values, embed the form in your careers page, or send it via email to references—all while maintaining your brand identity.

Trusted by insurance professionals nationwide, this template helps you identify top talent, reduce turnover, and build a team that delivers exceptional service and retention.