Onboarding plan
Insurance Agent Onboarding Plan (30-60-90 Days)
A practical, printable plan to take a new insurance agent from first day to full productivity.
Insurance Agent onboarding at a glance
Week one covers orientation, safety and shadowing. Days 1–30 build vocabulary and supervised practice on core procedures; days 31–60 move to independent work with competency sign-offs; days 61–90 focus on full productivity, cross-training and a credential plan.
Before day one
- Confirm start date, schedule, pay and supervisor in writing
- Verify required credentials: State insurance producer license, Chartered Property Casualty Underwriter (CPCU) (as applicable)
- Prepare equipment and access: agency management systems; comparative rating software; CRM tools; phones and video calls
- Assign a buddy or preceptor
- Enroll the new hire in Insurance Agent training so foundations are covered before or during week one
Week one: orient and protect
- Workplace tour, emergency procedures and incident reporting
- Follow privacy rules for client data
- Recommend coverage ethically and avoid misrepresentation
- Meet clients in safe places
- Keep licenses current
- Shadow an experienced insurance agent through a full shift
- Training modules 1–3: role foundations, a day on the job and essential vocabulary (15 terms)
Days 1–30: learn
Goal: perform core tasks safely under supervision.
- Supervised practice: conduct an insurance needs review
- Supervised practice: compare auto insurance quotes
- Supervised practice: help a client file a claim
- Training modules 4–7: duties, step-by-step tasks, tools and safety
- 30-day check-in: confidence, questions and early wins
Days 31–60: contribute
Goal: handle a regular workload independently.
- Prospect for new clients: independently
- Assess clients’ insurance needs: independently
- Quote and compare policies: independently
- Explain coverage, limits and deductibles: independently
- Competency sign-offs completed (see checklist below)
- Training final knowledge check and certificate of completion
- 60-day check-in
Days 61–90: own
Goal: full productivity and a growth plan.
- Meet productivity and quality targets for the role
- Begin cross-training on a secondary task
- Agree on a credential goal (for example, State insurance producer license)
- Discuss the career path: Licensed Agent → Senior Agent → Agency Manager
- 90-day review
Competency checklist
| Skill or task | Trained | Observed | Signed off |
|---|---|---|---|
| Conduct an Insurance Needs Review | |||
| Compare Auto Insurance Quotes | |||
| Help a Client File a Claim | |||
| Insurance products and coverage | |||
| Quoting and rating software | |||
| Needs analysis | |||
| Sales and prospecting |
How to measure onboarding success
- Time to independent shifts or first sale
- Sales per hour, conversion or quota attainment
- Customer satisfaction scores
- 30- and 90-day retention
How Insurance Agent training maps to this plan
- Introduction to the Insurance Agent Role
- A Day on the Job
- Essential Insurance Agent Vocabulary
- Core Duties and Responsibilities
- Common Tasks, Step by Step
- Tools, Equipment and Technology
- Safety, Compliance and Professional Standards
- Skills Employers Look For
- Launching Your Insurance Agent Career
- Final Knowledge Check