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onboarding new agents

Pre-arrival Tasks

Send welcome email or letter to new agent

Provide a copy of the company's policies and procedures manual

Share any necessary login credentials for company systems

Schedule an initial meeting with the new agent

Assign a mentor or buddy to the new agent

Administrative Tasks

Collect necessary paperwork and forms (W-9, employment agreement, etc.)

Complete background checks and verification of licenses

Set up the new agent in the company's CRM and email systems

Issue company identification badge

Provide the new agent with a company email address and phone number

Training and Development

Schedule orientation sessions to familiarize the agent with company culture and values

Provide training on relevant software, tools, and technology

Arrange for the new agent to attend any required licensing or certification courses

Offer training on company's specific processes, policies, and best practices

Provide access to online training resources or materials

Marketing and Branding

Create and order business cards and other marketing materials

Set up the new agent's profile on the company website

Assist in creating a personalized marketing plan

Provide guidance on social media usage and branding guidelines

Offer templates for email campaigns, brochures, and other marketing collateral

Team Integration

Introduce the new agent to the rest of the team

Schedule team meetings or events to promote collaboration

Provide information on team roles and responsibilities

Share any team-specific tools or resources

Encourage collaboration and knowledge sharing among team members

Performance Expectations

Set clear performance goals and expectations for the new agent

Discuss commission structures, quotas, and compensation plans

Provide feedback mechanisms for ongoing performance evaluation

Schedule regular check-ins with the new agent to discuss progress

Communicate any specific performance metrics or key performance indicators

Resources and Support

Provide contact information for key support staff (administrative, IT, marketing)

Offer guidance on accessing company resources (forms, templates, contracts)

Share information on available support systems (help desk, training materials)

Inform the new agent about ongoing professional development opportunities

Encourage the new agent to seek support and ask questions when needed

Miscellaneous

Provide a tour of the office and familiarize the new agent with facilities

Share any additional company policies or guidelines

Discuss company events, social activities, and networking opportunities

Provide information on company benefits and insurance coverage

Conclude the onboarding process with a formal evaluation or feedback session

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