Feel like most onboarding leaves you guessing? Not here. At Ai Merchantry, we deliver a fully guided and supportive insurance onboarding experience that equips new agents and advisors with everything they need to hit the ground running.

Our internal team provides clear step-by-step checklists, access to a top CRM system, direct contracting assistance, tech setup, and immediate connection to training resources and carrier portals.

Whether you're brand new or transitioning from another agency, we’ve built our agent onboarding process to be fast, personal, and empowering—because the right start changes everything.

Get the clarity, tools, and support you deserve from day one—ask us how to start your onboarding today.