Acquisition Onboarding Center
Manage onboarding of newly acquired agencies
Active Onboardings
18
Completed This Quarter
12
Avg Onboarding Time
8 wks
At Risk
2
Onboarding Workflow
6-step standardized onboarding process
Step 1: Acquisition Intake
Capture agency profile, current systems, staffing, carrier relationships
1
Agency profile collection2
Current systems inventory3
Staffing roster4
Carrier appointment list5
Operational process documentationWorkflow Transformation
Current state vs target state comparison
Current State
Manual data entry
Fragmented systems
No standardization
Siloed operations
Target State
Automated workflows
Unified platform
Standardized processes
Connected operations
Active Onboardings
Pacific Coast Brokers
mediumStep 3 of 645%
Sarah Chen28 days left
Southern States Agency
highStep 2 of 625%
Mike Johnson42 days left
Rocky Mountain Brokers
lowStep 4 of 662%
Emily Davis18 days left
AI Assistant
Get intelligent recommendations for your onboarding workflows
2 agencies ready for next phase
1 blocker detected in data migration
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