New agents ramp slowly without a playbook. This 90 day guide covers licensing, appointments, first book, and first automation.
Most new agents quit in year 1. Structured 90 day ramp doubles survival rates.
State exams, CE, appointments.
Chasing any lead, no focus.
Spreadsheet and phone, no CRM.
Licensing, appointments, CRM set up.
First 10 clients, referral asks, review system.
First automation, renewal pipeline, cross sell.
2 hours outbound daily.
Track activity, close rate, pipeline.
Weekly accountability.
First CRM, first system.
Rebuilding book.
First insurance role.
Onboarding producers.
CRM, speed to lead, renewal drip, review ask.
Adds AI receptionist, advanced automations, mentor dashboards.
Book a 20 minute demo. We will walk through the 90 day ramp.