Most agencies hand a new agent a phone, a lead list, and a "good luck." Then they wonder why 80%+ wash out in the first 90 days.

At Deso Financial, we stopped doing that.

We built a full agent onboarding curriculum — 15 modules covering the business model, systems setup, product knowledge, sales psychology, our entire word-for-word script (broken down section by section), real recorded sales calls sorted from easy to lost, an "Objection University" for every objection an agent will hear, underwriting training that prevents avoidable declines, and a hard certification checklist before anyone touches a live lead.

No agent gets leads until they've watched every module, passed a 90% knowledge quiz, listened to 25 recorded calls, completed 10 supervised dialing sessions, and written their first application with a trainer present.

It's more structure than most agencies bother building. It's also why our agents ramp faster and stick around longer.

If you're building or running an agency and want a turnkey version of this system for your own team, it's available as a course.