KnowThePerson™
Confirm the strengths.
Discover the gaps.
Move forward with clarity.
Customizable commercial P&C insurance knowledge assessments designed to support better hiring, more informed advancement decisions and stronger teams.
Evaluate role-relevant technical knowledge and applied reasoning across candidates, employees and organizations.
Three ways to know more
KnowThePerson™ assessments can be configured for an individual hiring decision, an internal advancement opportunity or a broader evaluation of knowledge across an organization.
01
Know Before You Hire
Look beyond titles, tenure and résumé language. Evaluate the technical knowledge and applied reasoning a candidate would bring to the position, while identifying subjects that deserve deeper exploration during the interview.
02
Know Before You Promote
Assess readiness before placing an employee into a position with greater technical or client-facing responsibility. Identify existing strengths, development priorities and areas requiring additional support.
03
Know What Your Organization Knows
Measure knowledge across teams, offices or acquired organizations. Identify collective strengths, recurring gaps and inconsistencies that can guide integration, training and workforce development.
01 Define the Need
Tell us about the position, individual, team or organizational question you need to answer.
HOW IT WORKS
From business need to actionable insight.
02 Configure the Assessment
PIF selects relevant insurance subjects, difficulty levels and applied scenarios, incorporating organization-specific content when appropriate.
03 Complete the Assessment
Participants complete objective knowledge questions and role-relevant written scenarios in a secure online environment.
04 Review the Insight
Reporting identifies demonstrated strengths, knowledge gaps, applied reasoning and subjects warranting further discussion.
ASSESSMENTS BUILT FOR THE WORK
Built around the position, not merely the job title.
Every organization defines its roles differently. KnowThePerson™ assessments can combine PIF’s core insurance questions with content developed around your business, the responsibilities of the position and the decisions the individual will actually face.
Assessments may incorporate:
Organization-specific multiple-choice questions
Written responses based on realistic client situations
Particular industries, coverage lines or books of business
Internal expectations and position-specific responsibilities
Questions supplied by your organization and refined by PIF
Different content for producer, service and leadership roles
Bring us your existing questions, describe the situations the individual will encounter or allow PIF to develop the additional content with your technical and talent leaders.
MORE THAN A SCORE
The assessment becomes a better conversation.
A score can indicate what someone answered correctly. The greater value comes from understanding how the individual applies knowledge, where additional questions are warranted and what should happen next.
01
Objective Knowledge
Multiple-choice questions evaluate knowledge across selected insurance subjects and levels of difficulty. The assessment can be configured around the role, organization and business need.
02
Applied Judgment
Role-specific written scenarios reveal how the individual identifies issues, establishes priorities, communicates recommendations and explains the next steps.
03
Actionable Insight
Administrative reporting identifies demonstrated strengths, development priorities, missed opportunities and subjects to validate during a follow-up interview or development discussion.
ORGANIZATIONAL INSIGHT
Growth does not automatically create consistency.
Organizations that expand through mergers and acquisitions often bring together employees with different training histories, technical habits, workflows and approaches to client counseling.
A shared name does not necessarily mean shared knowledge.
KnowThePerson™ team assessments can identify patterns across:
Offices and geographic locations
Roles and levels of responsibility
Business units and industry specialties
Acquired agencies or employee groups
Lines of coverage and technical subject areas
Aggregated reporting helps leadership recognize collective strengths, recurring knowledge gaps and inconsistencies that can guide integration, targeted training and workforce development.
PURPOSE-BUILT FOR INSURANCE
Insurance knowledge cannot be measured with generic questions.
Most assessment platforms evaluate broad workplace traits, cognitive aptitude or general business skills. Those tools may provide useful information, but they do not establish whether someone understands the insurance concepts, coverage issues and client exposures associated with the position.
KnowThePerson™ focuses on role-relevant insurance knowledge and applied reasoning.
Assessments are developed through the lens of actual insurance work, including:
Policy structure and coverage application
Exposure recognition
Coverage recommendations and communication
Role-specific responsibilities
Realistic client and account situations
Technical subjects requiring further validation
The assessment does not replace professional judgment or the interview. It makes both better informed.
FEATURED INSIGHT
What does experience really tell you?
A polished résumé and a confident interview can establish that someone knows the language of insurance. They do not necessarily reveal how that person interprets coverage, recognizes exposures or applies technical knowledge to an actual client situation.
Read how a structured commercial insurance assessment can provide greater clarity before an agency makes one of its most important investments.
LEARN MORE
What do you need to know?
We’ll shape the assessment around it.
Whether you are evaluating a candidate, considering someone for expanded responsibility or assessing knowledge across an organization, KnowThePerson™ can be configured around what you need to understand.
Tell us about the role, the team and the business need. We will provide more information about the assessment content, customization and reporting approach that may fit.