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What should you do in your first 90 days as a life insurance agent?

Short answer

In your first 90 days, spend weeks 1 to 2 on your license, contracts and script, weeks 3 to 6 dialing 100 low cost aged leads a day, and weeks 7 to 12 adding fresh leads once you close. Track dials, contacts and sales every day so you know what to fix.

New agent? Start with Rookie: 250 leads for $199.

What is the plan week by week?

WeeksGoalDo this
1 to 2Ready to dialLicense, contracts, CRM, one script
3 to 4Learn the callRookie pack, 100 dials a day
5 to 6First sales$1 leads, fix one part of the call a week
7 to 8Steady salesStarter pack, follow ups every day
9 to 12GrowPro pack or more fresh leads

What should you track each day?

  • Dials
  • Contacts (a real person answered)
  • Full talks (you asked your questions)
  • Sales and premium

What do most new agents get wrong?

They buy expensive fresh leads in week 1, burn through them while learning, and quit. Learn on low cost leads first. Save fresh leads for when you can close.

Questions new agents ask

How long until my first sale?

Many agents who dial every day make a first sale in weeks 3 to 6. It depends on your dials, your script and your follow up.

Read next

Last updated . Prices on this page come from the Dial Haul store and change only when the store changes.

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More answers: Should new agents buy aged leads or fresh leads? · How do you get licensed to sell life insurance?

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