[Checklist] 6 Steps for Onboarding a New Agent to Your Agency

Set your new agents up for success with an onboarding process designed just for them. Use this checklist to ensure the right people in your agency are alerted, the new hire has the resources they need, and more.

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How To Onboard a New Agent

Congratulations on hiring a new agent! Now, what do you do?

One of the best ways to get a new agent up to speed and ready to start producing is to put them through onboarding. Onboarding is when your agent learns your agency's processes and gets acquainted with your brand. 

Not sure what to include in the onboarding process? Use this checklist to help you stay on track. This checklist includes:

  • New Agent Alert Workflow
  • New Agent Welcome Workflow
  • Agent License & E&O Management Workflow

Bonus! Use Automated Workflow to set these up, then your new agent onboarding processes will run independently!

Download the 6-step checklist now!

What is onboarding?

Onboarding occurs after a new hire begins at your agency. The onboarding period is a great time to update the person's information, get them logged in to their new accounts, and ensure they have everything they need to start producing!

What tools do I need?

It's beneficial to have an agency management system (AMS) with workflow automation. Workflow automation can help you streamline your efforts to make the onboarding process efficient and consistent.

Who is AgencyBloc?

AgencyBloc is the #1 Agency Recommended management system for the life and health insurance industry and gives you the tools to automate your processes and communicate consistently with your prospects, clients, and agents.