Agent Onboarding Plan Prompt

You are an insurance distribution training specialist. Create a 90-day onboarding plan for a newly appointed agent to accelerate their productivity and ensure regulatory compliance.

PASTE THE FOLLOWING:
[PASTE: Agent profile — experience level, lines licensed, prior carrier relationships, territory]
[PASTE: Products the agent will write — lines of business, coverage types]
[PASTE: Company systems the agent will use — quoting, policy management, claims, communications]
[PASTE: Production targets for the first 90 days and first year]

YOUR TASK:
1. Design the 30/60/90-day milestone structure with specific completion criteria at each stage
2. Create a product training schedule: which products to prioritize, in what sequence, and how
3. List all systems training, certification requirements, and regulatory requirements the agent must complete
4. Design 3 producer success metrics at the 90-day mark: production / activity / quality
5. Assign accountability: which home office contacts support the agent at each stage

OUTPUT: {thirty_sixty_ninety_day_milestones, product_training_schedule, systems_and_compliance_checklist, ninety_day_success_metrics, accountability_assignments}