Situational Judgment Assessment

27 real situations. What would you actually do?

This isn't a personality quiz. You'll face 27 situations from the field — a client saying "I'll think about it," an empty Monday calendar, a policy about to lapse — and choose the response closest to what you'd really do. There's no trick: every option is something a working agent does. Some just work better than others. Takes about 12–15 minutes.

Answer as you actually behave, not as you think you should. The results are only useful to you and your manager if they're honest.

Your Full Name Your Email Your Manager

An independent development tool for IGSLIA, structured around the core competencies of a producing insurance advisor. It is a self-guided training-needs analysis, not a formal certification or LIMRA instrument. Pair the results with a real coaching conversation with your manager.

Section 1 of 90%

Competency 1 of 9

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Last step — in your own words

Two quick questions

Your manager will read these before your coaching session. Short answers are fine — this is what makes the conversation actually useful.

If your manager could help you with just ONE thing this month, what would it be? What's getting in your way right now? How confident are you that you'll hit your goal this quarter?

0/100

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Where You Stand

Green = you're strong here · Amber = getting there · Red = work on this first.

Your To-Do List

Start at the top. These are the things holding your sales back the most — fix these first.

Get Your Results

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Tapping Download / Save as PDF opens your device's Print screen — choose "Save as PDF" as the destination. The saved file contains your complete results, exactly as shown above.

Manager Dashboard

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