Performance Skills Index for Contact Centers - Focus on Candidates

Sep 20, 2026

Uploaded by Rowan

LOMA’s Performance Skills Index (PSI) is a recruiting assessment designed to help contact centers identify candidates likely to pass their licensing requirements. The multiple-choice test measures learning and memory ability, including verbal knowledge, verbal logic, reading, and math, and it also highlights a candidate’s primary learning style to support targeted training. PSI delivers instant scoring and reports, supports screening decisions, and can reduce hiring and training costs by directing resources to the right candidates.

LanguageEnglish

CategoryExam

FormatPDF

Pages2

Reading Time5 min

AccessFree to download

How It Works

Results that Benefit the Bottom Line

Features and Benefits

Questions to Consider

Performance Skills Index for Contact Centers Focus on Candidates LOMA’s Performance Skills Index (PSI) is a recruiting assessment that can help companies identify strong candidates who are likely to pass their licensing requirements. The PSI helps companies: • Predict the likelihood of passing licensing exams on the first try • Screen out candidates who are unlikely to succeed with the exams • Identify candidates who will need extra help preparing for them Costs for hiring, training, and recruiting can add up fast when candidates leave after a short time or for being unable to perform essential job duties. You can reduce these costs from the start by identifying candidates who have the greatest potential for success using LOMA’s PSI. The PSI allows your company to focus resources on the right candidates and quickly put them on the right track! How It Works • The Performance Skills Index is a multiple-choice test that measures each candidate’s ability to learn and remember information, and includes questions on verbal knowledge, verbal logic, reading, and math. • Available through LOMA’s web-based system, the PSI makes candidate selection effective, efficient, and timely, instantly scoring a candidate’s responses and generating a report. • The PSI test can also identify a candidate’s primary learning style, which will help companies effectively train their new hires. Results that Benefit the Bottom Line • Individuals receiving the highest PSI ratings are almost five times more likely to pass the Series 7 on the first attempt as are individuals receiving the lowest PSI ratings. • Individuals receiving a rating of six or higher on PSI are two and one-half times more likely to pass the Life and Health exam on the first attempt than are those with a PSI rating of one or two. • Ninety-five percent of the individuals receiving the highest PSI rating passed the new Securities Industry Essentials (SIE) exam on the first attempt. Performance Skills Index | Features | | | Benefits | | | --- | --- | --- | --- | --- | | Overall performance
rating | | | • Learn which candidates are likely to succeed
• Helps you redirect unqualified candidates | | | Life and
health insurance,
property/ casualty
insurance, and FINRA licensing success rating | | | • Identifies candidates who are likely to pass their exams or will need extra help preparing for them
• Helps you screen out candidates who are likely to fail their licensing exams
• Reduces training costs and retest fees | | | Candidate training and development guide | | | • Identifies each candidate’s primary learning style:
Active, Practical, or Theoretical
• Explains candidate’s preferred training environment and provides“homework” assignments for more effective training
• Identifies potential problem areas to address with training | | | Interview questions
for “red flag” areas | | | • Provides questions exploring areas of concern
• Includes tips for evaluating responses | | | Personal feedback
report | | | • Helps candidates understand their primary learning style
• Helps candidates get the most out of training and development opportunities | | | Additional features and
benefits
| | | • Proven to predict on-the-job performance and licensing success
• Instantly scores test results and makes individual reports readily available
• Easily track and analyze recruiting and hiring patterns |
Meets
professional
testing
standards! | | Questions to Consider
• Does your company
use training or
licensing exams as a | | | If you’d like to learn more, we’d be happy to provide the following:
• A guided tour of the testing website
• Sample candidate reports
• Test validity information | | | very expensive step in your recruiting | | | • References and testimonials | | | and selection process? | | | | | | • Does your company know who | | | | | | needs extra help prepa

FAQs

What does LOMA’s Performance Skills Index (PSI) measure?

PSI is a multiple-choice test that measures candidates’ ability to learn and remember information, including verbal knowledge, verbal logic, reading, and math.

How can PSI help improve licensing exam outcomes?

PSI helps predict the likelihood of passing licensing exams on the first attempt, supports screening out candidates unlikely to succeed, and identifies those who may need extra preparation.

What additional value does PSI provide beyond exam prediction?

PSI can identify a candidate’s primary learning style and provides personal feedback reports and guidance to support more effective training and development.

Sep 20, 2026

Uploaded by Rowan