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:
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.
Master sales compliance in cold outreach. This ebook explains the laws, risks, and best practices for calls, emails, and texts so you can run compliant, trust-driven campaigns.
Spam calls and low trust in unknown numbers make connecting harder than ever. But with the right tools, your team can cut through the noise and boost answer rates.
Learn how Superhuman Prospecting increased account growth 6X with Vanillasoft and how Vanillasoft's reporting has made it much easier for remote management.
See how VanillaSoft can help you increase sales with a free, personalized demo.