Hiring a new agent is only the beginning. Without clear onboarding, even strong hires can feel lost, fall behind, or leave before they’ve had a chance to contribute.
This checklist gives you a detailed, step-by-step process to help new insurance agents feel confident, supported, and ready to sell. It walks you through how to:
- Prepare for day one with the right tools and structure
- Guide agents through their first 90 days
- Build early confidence through practice and coaching
- Track progress without micromanaging
- Set the foundation for long-term performance
Whether you’re onboarding one agent or building a team, this guide helps you create a process that’s simple, effective, and easy to follow.
Download the checklist and get started.
