The Ultimate Insurance Agent Onboarding Checklist

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.