PRODUCER ONBOARDING

Onboard Producers Fast.

New producer ramp takes 6 months. ALE cuts it with role based permissions, ramp playbooks, and activity expectations built into the CRM.

PRODUCER RAMP KILLS CASH FLOW

Producer Ramp Kills Cash Flow

Agencies lose money on new producers for the first 6 months. Faster ramp means faster profit.

No Ramp Playbook

New producers figure it out themselves, wasting months.

No Activity Expectations

Without daily targets, new producers drift.

No Permission Control

New producers access everything, mistakes happen.

THE ONBOARDING PLAYBOOK

The Onboarding Playbook

01

Role Based Permissions

New producer permissions limited until ramp complete.

02

Ramp Week Playbook

Day by day onboarding tasks in the CRM.

03

Activity Targets

Daily dial, email, and talk targets set per ramp week.

04

Shadowing Queue

New producer inbox pre populated with practice leads.

05

First Bind Campaign

Welcome and check in drips for new producer first 10 binds.

06

90 Day Review Prep

90 day performance review report auto generated.

WHO THIS FITS

Who Benefits Most

Growth Stage Agencies

Hiring 1 to 5 producers per year.

IMOs And FMOs

Onboarding downline producers.

Training Based Agencies

High producer turnover markets.

Agency Owners

Ramping up sales team.

PACKAGE FIT

ALE Packages

Launch: $497 per month

Role permissions, ramp playbook, activity targets.

  • Core CRM
  • Role based permissions
  • Ramp week playbook
  • Activity targets
  • First bind campaign
SEE PACKAGES

Ramp Producers Faster.

Book a 20 minute demo. We will show you the producer onboarding playbook.