What is an Intake Meeting?

An intake meeting is a short, structured conversation between a recruiter and a hiring manager to define the role, responsibilities, and ideal candidate profile before a job is posted. It ensures alignment and clarity, helping improve the quality and speed of hiring. 
Transcript

Facts & Solutions

Hi, facts

Allianz spends 2,643 to 13,214 hours annually on intake meetings—based on a conservative assumption that 10–50% of our ~17,500 job postings involve such meetings. This time investment highlights the scale of inefficiency and the opportunity for improvement. Automating intake meetings could recover thousands of hours and significantly enhance hiring quality and consistency.

Hi, inconsistency

At Allianz, intake meetings—used to align recruiters and hiring managers before posting a job—are applied inconsistently across OEs. Some teams skip them entirely, while others conduct them without shared standards or structure. As a result, there’s no unified understanding of what these meetings should cover, nor clarity on whether the right questions are being asked. This inconsistency risks poor role definition, inefficient hiring, and missed opportunities to attract the right talent.

Hi, agent

The Phenom Intake Agent solves Allianz’s intake meeting challenges by automating the process via Microsoft Teams. It guides hiring managers to generate job descriptions and interview questions, ensuring consistency and quality from the start. The tool is globally scalable, delivers immediate impact, and frees recruiters to focus on strategic tasks. Without it, we risk continued inefficiencies and misaligned hiring decisions.

Transform recruitment:

Save up to 8,800 hrs and €70k annually with automated intake meetings

1. As-is 

Process steps upfront job posting not yet automated.​
​​​​​​​

  • FY24: AZ posted 17,619 jobs on careers.allianz.com​
  • Upfront a job post: intake meeting with recruiter & hiring manager​
  • Time spent on intake process​: 0.5h preparation + 0.5h meetings + 0.5h follow-ups daily

2. Problem
​​​​​​​
Inefficiency & lack of quality due to volume & human-only interactions

  • Scenarios:
    • Low-end: 10% of posted jobs need intake meeting​
    • High-end: 50% of posted jobs need intake meeting​
  • 2,643hrs (330 wd) to 13,214hrs (1,651wd) spent​
  • Quality challenges on top:​
    • Right questions asked?​
    • Right outcome defined?​

3. Solution

​​​​​​​Leverage existing bot agent solution by Phenom.

  • Key features:​
    • Automates intake meeting via MS Teams​
    • Generates job description based on manager input​
    • Generates interview questions for recruiter & manager​
  • Immediate impact: can be scaled globally as part of existing Phenom solution​ ​

4. Efficiency Gain

Achieve direct savings & quality uplift.
​​​​​​​

  • Annual hours saved (Low scenario) - 1,760 hours with bot on ~10% of 17.6k roles
  • Annual hours saved (High scenario) - 8,800 hours with bot on ~50% of 17.6k roles