Onboarding for insurance companies and brokers

Day-one documents for sellers and service staff

Collect identity, address, education, previous employment and bank details before joining through the self-onboarding link, so the first day is not spent chasing photocopies. For sellers, add the documents the licensing process needs, typically photographs and education and identity proof in a set format, and check them early because a rejected application delays the exam. Claims hires need their professional registration where it applies, such as a medical or nursing registration for medical officers and processors.

The licensing clock starts at joining

Every week between joining and licence is a week of salary without premium. Book the training and the exam slot in the first week, give the new hire study time during working hours, and track the exam date and result. A hire who fails the first attempt needs a second date quickly. Record the licence or certificate with its validity as soon as it arrives, so HR knows exactly when renewal training will fall due.

Conduct before targets

Induction should cover how to sell before how much to sell: needs analysis, disclosure of charges and exclusions, the free-look period and what counts as mis-selling. Add the complaint process and data privacy. Only then move to products and targets. Bancassurance hires also need the partner bank's own induction on branch conduct, which the bank usually runs; record its completion next to your own programs so the file is complete.

Probation tied to licence and first results

A six-month probation suits most insurance roles, and the review should ask three questions: did the person get licensed on time, have they started producing business, and is their conduct clean. The manager gives a 1 to 5 probation rating with a comment, and HR then confirms, extends probation with a written reason, or marks the person not confirmed. An extension is the fair answer for someone who licensed late through no fault of their own. The appointment letter should state the probation terms from day one.

How to set it up in ZeniaHR

1. Set the onboarding document checklist with identity, address, education, bank proof and the extra documents your licensing process needs.
2. Send the self-onboarding link or QR code as soon as offers are accepted, and ask for changes on any document the licensing process would reject.
3. Enrol each seller in the licensing training program in Learning during week one, followed by conduct and product programs in that order.
4. Issue the appointment letter from the HR letter library on the joining day, and keep the signed copy in the employee's documents.
5. In the work terms policy, set six months of probation for sales roles, with manager review required and reminders before the end date.
6. Each week, clear the probation queue: late licences get an extension with a reason, clean records get a confirmation letter.

Read more about onboarding in ZeniaHR.

Roles this applies to

Frequently asked questions