SOPs for running an insurance agency.

Real processes, not generic templates. Take the Google Doc or PDF and make it yours, or assign the checklist directly in Agency Packet.

New Employee Onboarding

A step-by-step process for onboarding new hires at a P&C insurance agency, from day-one paperwork through the first 30 days.

The full process for quoting a new personal lines prospect, from first contact through a decision.

The full process for binding and onboarding a new commercial lines client, from application through the first check-in call.

The full process for binding and onboarding a new personal lines client, from application through the first check-in call.