How To Onboard a New Agent
Congratulations on hiring a new agent! Now, what do you do?
One of the best ways to get a new agent up to speed and ready to start producing is to put them through onboarding. Onboarding is when your agent learns your agency's processes and gets acquainted with your brand.
Not sure what to include in the onboarding process? Use this checklist to help you stay on track. This checklist includes:
- New Agent Alert Workflow
- New Agent Welcome Workflow
- Agent License & E&O Management Workflow
Bonus! Use Automated Workflow to set these up, then your new agent onboarding processes will run independently!