New Agent Onboarding Coordinator
Automates new producer onboarding from licensing through carrier appointments to productivity
What you need to use this
- ✓ HRIS
- ✓ Agency Management System
- ✓ Carrier Appointment Systems
- ✓ State DOI Systems
What this agent does
- Tracks state licensing requirements and application status
- Submits carrier appointment applications to 30+ carriers
- Monitors appointment approvals and follows up on delays
- Sets up agent in AMS, email, and all agency systems
- Coordinates required training and compliance requirements
- Tracks onboarding milestones and time-to-productivity
Examples of work it does
→ New agent appointed with 25 carriers in 21 days vs 45 days manual
→ All state licenses tracked from application through approval
→ Agent productive and selling within 30 days vs 60 days
→ Zero missed carrier appointment requirements
→ Reduced onboarding coordinator workload by 60%
How to get started
1
Pick
Choose this agent for your business
2
Connect
Give it access
3
Done
Pay when work is done.
Ready to get this agent?
Let's talk about how this fits your business
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