Producer Onboarding
Hiring a new producer is the most expensive bet an agency makes. The first 90 days determine whether the bet pays. The snapshot’s onboarding workflow turns that 90-day window from chaos into a system.
Day-by-day ramp plan
- Days 1–5 — carrier credential checklist (E&O verification, state license activation, carrier appointments started), system walkthroughs (AMS, GHL CRM, calendar, phone)
- Days 6–10 — scripted role-plays (auto quote, home quote, life needs analysis, Medicare SOA), shadow 10 inbound calls
- Days 11–20 — first solo calls (with assist available), first quote generation, first bind under supervision
- Days 21–30 — independent quoting + binding, first cross-sell conversations, first annual review attended
- Days 31–60 — own book starts compounding, daily standup metrics, weekly 1-1 with principal
- Days 61–90 — full producer load, retention metrics tracked, first review of book performance
Scripted role-plays
Every common conversation pre-scripted:
- “I’m shopping for cheaper insurance” (price objection)
- “I just bought a Tesla” (new-vehicle bind)
- “I’m turning 65 next month” (Medicare T65 intake)
- “My landlord needs a COI” (commercial COI request)
- “My claim hasn’t been touched in two weeks” (escalation)
Carrier-credential checklist
The single most-forgotten onboarding task. The workflow tracks every carrier the new producer needs to be appointed with, the application status with each, the timing of E&O verification, and the agency-principal sign-offs required.
First-30-day nurture
Behind the scenes, the producer’s existing book (if transferring in) gets a “meet your new producer” lifecycle email + SMS sequence that introduces the new producer with personal context. Reduces the “I don’t know this person” friction during the transition.
First-90-day retention plan
The producer’s own dashboard shows their first-90-day metrics:
- New quotes started
- Quotes bound (close rate)
- Cross-sell conversations initiated
- Annual reviews completed
- Renewal touches sent
- 5-star reviews collected
These are the metrics that determine whether the new hire becomes a top producer or churns out at month 5.