★★★★★
Used by Insurance Agents, Agency Owners, and Upline Leaders Across the U.S.
Built for Insurance Professionals
ACCEPT
This recruit has the foundation of a producer. Move forward with confidence.
Green
CAUTION
Proceed carefully. Specific areas need attention before you invest.
Amber
REJECT
Significant behavioral barriers identified. Protect your time and energy.
Red

Now You Know Who to
Bring On Your Team.

Every recruit you bring on without a profile costs you time, money, and momentum you cannot get back. The Capacity Index gives insurance agents a professional-grade personality assessment that tells you — before the first training call — exactly who you are dealing with.

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No credit card. No obligation. Three complete personality evaluations delivered to you free.

The Real Numbers

Two Ways the Capacity Index Pays for Itself — Fast.

Every insurance agency faces the same two problems. The Capacity Index solves both before they cost you another dollar.

01
Insurance agent reviewing documents
The Recruiting Problem

You Are Losing $2,000 to $5,000 Every Time a Recruit Blows Out.

Every recruit you bring on requires onboarding calls, licensing support, script coaching, and weeks of your personal attention. Even when you are not writing a check, you are spending something more valuable — your time, your focus, and your energy. When that recruit fails their exam, goes cold, or disappears three weeks in, all of that investment evaporates. It costs you money, confidence, and team momentum.

02
Insurance professional reviewing reports
The Solution

Know Before You Invest. Every Single Time.

The Capacity Index gives you a professional-grade personality assessment for every recruit candidate — before the first training call. In 20 minutes you get a complete picture of who this person really is: how they handle pressure, how they communicate, how they take responsibility, and how they respond to rejection. You see it all before you commit.

See How It Works
“

This really tells me exactly what experience I am going to have with people. It predicted the way they would respond.

— J.S.
“

I have been using this in my business and honestly it makes my decision to bring people into our team super easy. Everyone is not ready for what we do, and that's ok, but I want to know before, not after.

— Javier S., Agency Owner
“

The profile gave me more clarity in 20 minutes than three months of interviews ever did.

— Regional Sales Director
Insurance professionals in a strategy meeting
Why the Capacity Index?

We Give You the Data.
You Make the Call.

The Capacity Index installs a behavioral screening system into your recruiting process. Before you spend a single hour training a new recruit, you know exactly who they are — their strengths, their risk areas, and whether they have the behavioral foundation to survive licensing and build a book of business.

Every report is built on a proven personality assessment used by HR professionals and recruiting firms for decades. You get the same intelligence — delivered directly to your inbox, in plain language, ready to act on immediately.

$2K–$5K
Cost of a recruit who blows out
20 Min
Time to complete a full assessment
3 Free
Reports — no credit card required
ACCEPT CAUTION REJECT
Your answer at the top of every report
What the Capacity Index Does For You

More Than a Personality Test.
A Complete Agent Development System.

The free trial gives you a real experience of the first layer. Here is what the full platform delivers for insurance professionals serious about building a producing team.

Recruit Screening
Full behavioral profile on every recruit candidate. ACCEPT, CAUTION, or REJECT — determined before your first training call. Your energy goes to people with the foundation to produce.
Licensing Support
24/7 AI coaching supports your recruit through the licensing process — study paths matched to their personality profile so they reach exam day prepared and confident.
Sales Development
Objection handling, prospecting scripts, lead generation exercises, and performance coaching — all through expert-level AI available every hour of every day.
Agency Growth
Structured goal-setting and team alignment framework that takes your agency from vision all the way down to weekly production targets — with AI coaching the whole way.
Detailed Reports
Every report includes a full personality graph, trait-by-trait written analysis, behavioral pattern identification, and a clear ACCEPT / CAUTION / REJECT determination at the top.
White Label Option
After your trial, access the full platform under your own brand. Your recruits and clients see your name — powered by the Capacity Index behind the scenes. $999 setup, $199/month.
What Agents Are Saying

Real Agents. Real Results.

These are agents who used the profile — and knew exactly who to invest in.

"More Clarity in 20 Minutes Than Three Months of Interviews."
ACCEPT
"More Clarity in 20 Minutes Than Three Months of Interviews."
Regional Sales Director
"I Want to Know Before — Not After."
ACCEPT
"I Want to Know Before — Not After."
Javier S., Agency Owner
"It Predicted the Way They Would Respond."
ACCEPT
"It Predicted the Way They Would Respond."
J.S., Independent Agent

Want to see exactly what your recruits will see? Download a real sample report.

Download Sample Report — See Exactly What You Get
How Does the Capacity Index Compare?

See How a Real System Stacks Up.

Gut FeelingGeneric InterviewJob BoardsCapacity Index
Pre-screening before training investment✕Partial✕✓ Yes
Behavioral science-based evaluation✕✕✕✓ Yes
ACCEPT / CAUTION / REJECT determination✕✕✕✓ Yes
Trait-by-trait written analysis✕✕✕✓ Yes
AI development coaching for recruits✕✕✕✓ Yes
Available 24/7 on any device✕✕✕✓ Yes
Cost to evaluate one recruit$0 upfront / $2K–$5K lost$0 / High risk$200–$500Free Trial Available
Claim Your 3 Free Reports
Rated 5 Stars

By the Agents Who Actually Use It.

★★★★★

“This really tells me exactly what experience I am going to have with people. It predicted the way they would respond.”

— J.S.
★★★★★

“I have been using this in my business and honestly it makes my decision to bring people into our team super easy. I want to know before, not after.”

— Javier S., Agency Owner
★★★★★

“The profile gave me more clarity in 20 minutes than three months of interviews ever did.”

— Regional Sales Director
Get Started

Claim Your 3 Free
Personality Reports.

Fill out the form below. You will receive your recruit assessment link within one business day.

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KNOW
Start Today

Stop Guessing.
Start Knowing.

Your next top producer is out there. The Capacity Index helps you find them before you spend another dollar finding out the hard way.

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