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onboarding

Posts Tagged: onboarding

3 posts found

Editorial studio scene with dark film-noir lighting and an insurance producer retention theme.
hiringretention

Why Insurance Agents Quit in Year One and How to Keep Them

07/21/2026 · 10 min read

It is not the hire, it is the system. Cost per quit, not per hire, is the top thing to fix. Sort real from fake, split new hire from close, keep score before results show up with a daily card.

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Dave Williams: Team Hired : What Happens After the Offer Letter (Part 2) : featuring Dave Williams on the Insurance Dudes podcast
hiringonboarding

Dave Williams: What Happens After the Offer Letter (Part 2)

10/14/2021 · 6 min read

Structured onboarding has four parts: pre-start preparation, a detailed first-week agenda, a written 30-60-90 day plan, and weekly check-ins for the first 90 days. Cutting early turnover even 20 percent pays for itself many times. Make hard underperformance calls early.

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How to Onboard New Insurance Agency Team Members Right
hiringonboarding

How to Onboard New Insurance Agency Team Members Right

04/09/2021 · 6 min read

Onboard new agency team members successfully with three structural moves: a real cultural orientation conversation with the owner in week one, an assigned buddy for the first 30 days, and early wins designed into the first two weeks. Hire for values alignment using behavioral stories, not posted-values agreement.

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The Insurance Dudes Podcast - Telefunnel, the number 1 telesales system for agents. More calls. Better conversations. More closures. theidudes.com

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