A Practical Guide to Faster Ramp-Up, Higher Retention, and Better Sales Outcomes
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.
UR Approved Credit achieved 6x growth over the industry average for their category in auto loans and sales using Vanillasoft.
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