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.
Get practical tips for closing insurance sales over the phone, from personalizing conversations and avoiding jargon to leveraging sales engagement technology, scripting, and multi-channel follow-ups to improve outreach, lead routing, and conversion rates.
A practical guide for insurance sales teams on using a complete sales engagement tech stack to identify and prioritize leads, sequence outreach effectively, and standardize messaging to drive consistent results.
Responding within 10-60 minutes after the first contact is ideal for positive outcomes, but many companies take an average of 38 hours to respond.
See how VanillaSoft can help you increase sales with a free, personalized demo.