07 Onboarding is a critical inflection point in the insurer-producer relationship. An efficient, well-structured process minimizes friction and establishes a positive foundation. The onboarding process sets the tone for the overall relationship. Onboarding can energize or irreparably harm a producer relationship from the start. Key onboarding components include: Licensing & Appointments: Automated verification ensures compliance and accelerates producer readiness. Commission & Book Analysis: Early insights into cross-sell and upsell opportunities create immediate business potential. Training & Product Education: Providing clear, concise product training prevents underwriting conflicts and enhances producer efficiency. Marketing Alignment: Developing collaborative marketing strategies strengthens engagement and positions producers for success. A well-executed onboarding process fosters early productivity and reinforces the insurer’s commitment to producer success. Enhancing Producer Onboarding PS ADVISORY: White Paper Strengthening Producer Acquisition Identifying and attracting the right producers is critical to long-term success. Data- driven targeting enables insurers to focus on producers who align with their strategic objectives. Leveraging third party sources such as NIPR and AgentSync provide valuable insights into producer licensing, experience, and specialization. A well-informed marketing approach ensures outreach efforts resonate with target producers based on their business focus—whether generalist or niche specialists. Negotiating partnership terms requires a balance between compensation, performance expectations, and flexibility. Utilizing analytics to assess past performance can guide optimal structuring of contracts. Beyond formal agreements, the onboarding process must be seamless, setting clear expectations for producers and ensuring a smooth integration into the insurer’s ecosystem.