Life Insurance Agent Onboarding Checklist

This checklist outlines the onboarding process for new life insurance agents. The pre-boarding process includes completing background checks, verifying licenses, and setting up email and software accounts. On the first day, new hires attend HR orientation, meet their team, and get settled in their workspace. They then begin training on products and services. After the first week, agents continue training and start working with small client cases under supervision. By the end of the first three months, they should have completed all core training courses, passed certification exams, and be managing a growing portfolio of client cases.

How It Works

This template has been set up as a Word document (.docx).

After purchase, you'll get access to the Word template immediately.

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FAQs

Google Docs version?

This template can easily be uploaded to use in Google Docs (via your Google Drive page).

Share with team

This purchase is for a single license for you to use with your team. If you want to share with additional teams, divisions or people from other companies, please get in touch (to discuss the extra licenses).

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Disclaimer: This template has been researched and compiled to be used as a starter template for your business. Ensure your final template meets relevant legal regulations before using it.