The 90-Day Insurance Producer Onboarding Plan

Why this PDF exists

Most insurance agencies onboard producers like this: two weeks of product training, a desk with a phone, and "good luck." The result is the industry's well-known retention number — roughly 73% of new producers leave within 12 months (LIMRA, 2024). That number is not destiny. It is a planning failure.

The agencies that get new producers to first close in 60 days do roughly the same things in roughly the same order. This PDF is that order.

What you'll get

• A 90-day ramp blueprint broken into three phases with specific daily activity targets and weekly coaching checkpoints.
• A manager scorecard so the agency owner can see at a glance whether each new producer is on or off track.
• Templates for the daily standup and weekly 1:1, including the exact agenda we install at agencies in week one.
• A hiring profile based on the traits that actually predict ramp success in our dataset.

Who this is for

Agency owners and first-line sales managers responsible for onboarding new producers. The PDF is most useful before you make the next hire — it changes what you screen for, what you say in the offer letter, and what you commit to in week one. If you already have a producer in week 3 and they are floundering, the recovery plan on page 16 is the part to read first.