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Staffing Package

A valuable high performing team is the common factor of consistently successful Insurance Agencies that rank at the top of the industry year after year. However, finding experienced individuals who are a good fit for your Agency often presents a challenge for a lot of Agency Owners. We are here to help.

At Energia Consulting, we take a unique approach to agency staffing assessment. We provide personalized plans necessary to build the ideal agency team that best suits the individual Agency Owner’s needs. We work closely with our Agency Partners to assess new and current staff members and develop comprehensive job descriptions that owners can use as a training and accountability path.

For agencies that wish to add staff, our professionals can help facilitate the hiring process by adequate prescreening and use of behavioral testing to bring in the best applicants and limit wasted time and employee turnover.

Our consultants thoroughly review and offer assistance with:

  • Employee manuals
  • Employee compensation packages
  • Employee reviews
  • Termination, and
  • Individual and team bonus structures and benefits


We coach Agency Owners on important aspects of hiring such as candidate interviewing, staff onboarding, and managing performance of the staff.  We emphasize motivation and importance of office culture and how it translates to staff productivity and team success.

Additionally, we show Agency Owners how to effectively delegate their duties to their team members which will help decrease unnecessary loss of personal time and energy. We believe that a team is not just about people working together in an office, but rather is about building a team of carefully selected individuals that truly trust one another and want to look after your clients, you, and each other on a daily basis.

Our consultants at Energia Consulting understand that your team is your best resource for success. By assisting our clients in all aspects of staffing from start to finish, we can help you build a team which will lead to a successful Agency.

Click here to request a process package or to learn more about our products