TEAM OPERATIONSInsurance Producer Onboarding ChecklistOrganize licensing, access, training, supervision, and early production expectations for a new producer. Print or save as PDFAgencyPrepared byDateAccount or referenceBefore accessEmployment or contractor documents completeIdentity and payroll requirements completeResident and nonresident licenses verifiedE&O requirements confirmedBackground or carrier requirements completedConfidentiality and security expectations reviewedSystems and carriersAgency email and MFAAgency management system accessCarrier appointments and portal accessComparative rater or quoting toolsDocument and communication standardsRestricted-information permissionsFirst 90 daysProduct and carrier trainingShadowed client conversationsSubmission-quality reviewWeekly coaching scheduleActivity and production expectations30-, 60-, and 90-day review dates