How to Create Effective Insurance Agency Training Manuals for Your Team

The last producer you hired cost $80K in salary, training, and lost opportunity before they ghosted in month four. Let's make sure that doesn't happen again.

Craig and Jason break this down from hundreds of conversations with agents at every stage. Here's what moves the needle.

The Real Cost

Draw, training, CSR cleanup, subpar client service, opportunity cost of a good hire producing instead. Conservative total: $60-120K. Not a reason to avoid hiring — a reason to stop hiring when desperate.

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Look Outside Insurance

Industry recycles underperformers. Look for proven sellers from adjacent fields — car sales, restaurants, military. Insurance knowledge takes 90 days. Drive and people skills are permanent.

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The One Question

'Tell me about a time you failed and what you did next.' Can't name one? Lying. Blame others? They'll blame you. Describe learning and adjusting? You've found someone who survives year one.

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The 90-Day Scorecard

Week 1-2: licensing, fundamentals. Week 3-4: shadowing. Month 2: supervised production, daily call reviews. Month 3: independent with weekly pipeline meetings. Specific targets: 30 dials/day, 5 QHH/week, 15% close by day 90.

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🎙️ Listen to the full episode: Insurance Training Manuals - Insurance Agency Playbook Apple Podcasts | Spotify | YouTube

The Insurance Dudes — Separating the real from the BS in insurance sales since 2019.