The Ultimate Insurance Agent Onboarding Checklist

The first few weeks can make or break a new insurance agent’s journey. When agents feel lost, progress slows — but with the right structure, confidence and results come much faster. This checklist gives you a clear, practical path to guide new hires step by step through their first 90 days. From early setup to real conversations and consistent habits, every phase is designed to build momentum. If you want agents who feel prepared, take action, and stay committed, this guide shows you how. Read on to set the foundation for stronger performance from day one.