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HR & Team

DISC Insurance Assessment

v1.0.0 · Updated August 2026
Build and score an insurance-specific, role-tailored DISC behavioral assessment.
CH
CJ Hutsenpiller
Independent agency owner, Hutsenpiller Insurance (TN)

What it does

Two modes. GENERATE gives you a printable, role-specific DISC questionnaire — Producer, Account Manager/CSR, Claims/Support, or Agency Owner/Manager — as a branded PDF: 24 forced-choice groups, 20 written for insurance work generally and 4 written for that seat specifically, with the scoring key hidden from the person taking it so the answers stay honest. ANALYZE takes the completed answer grid and turns it into a written DISC profile: the graph, the primary and secondary style, and guidance you can actually use — how to coach this person, whether they fit the seat you are hiring for, and how they will work with the rest of your team. The scoring is done by script rather than by eye, so the numbers are the same every time; the interpretation is where the judgment goes. It picks up your branding automatically if you use the Agency Brand Kit.

What's included

What you bring

Nothing to buy. The form is rendered with Google Chrome if you have it installed, or weasyprint if you prefer — one of the two.

Works great with Brand Kit. Set up your brand kit once and every assessment form and finished profile comes out on your letterhead — your colors, your logo, your agency name — instead of a plain worksheet you would be embarrassed to hand a candidate. See Agency Brand Kit →

Complete on download — updates included

Every skill you download is complete and self-contained: no license checks, nothing fetched at runtime. Improvements and new versions land on the Member Downloads page, included with your subscription — re-downloading takes one click.

Pricing

$229/mo — all access for your whole agency: this skill, the entire library, every update, and every new skill we add. Cancel anytime.

Subscribe — $229/mo