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.
A practical guide to blending cold calling with social selling, showing how to use LinkedIn, content, and consistent outreach to warm prospects, build relationships, and improve prospecting results.
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 to mastering persistence in modern sales, with strategies for improving cadence, diversifying outreach, and using sales engagement tools to build stronger relationships and drive results.
See how VanillaSoft can help you increase sales with a free, personalized demo.