Case Study

How United Insurance Pros Cut Onboarding from 30 Days to 24 Hours with AI Training

500+ agents saving $3,000/month each on wasted leads

75%

Faster Ramp-Up

30 days → 7 days to productivity

$3K+

Saved Per Agent/Month

On wasted leads alone

180-

200%

Month-Over-Month ROI

Saves more than it costs

The Problem

01

30-day onboarding was killing momentum

New agents needed contracting, certifications, system setup, and 7-10 days of training via Discord/Zoom calls or flying to headquarters. The process was scattered and slow.

02

First weeks meant burning through leads

The old process was "get certified, jump in the fire." Those first 3-4 days meant 30-50 wasted calls with only a 3% close rate — just to dip their feet in the water.

03

Trainers were getting burned out

New agents needed contracting, certifications, system setup, and 7-10 days of training via Discord/Zoom calls or flying to headquarters. The process was scattered and slow.

After Kendo

Onboarding went from 30 days to 24 hours

Time to Productivity Dropped by 75%

Agents now reach their baseline performance level in 14 days instead of 45+

"Typically we would see about a 45-day period where people would again kind of dip their foot in the water and slowly improve and then kind of level off at their performance level. Now that's 14 days. So it's the 7-day ramp-up and then 7 days to kind of be where they're going to be at their baseline."

— Waylon Artrip, Founder

— Before Kendo (45+ days)

— After Kendo (14 days)

Result: 7-day ramp-up + 7 days to baseline performance = 14 days total vs. 45+ days before

For New Agents

  • Required 3–5 hours on Kendo before touching live calls
  • One-on-one recorded Zoom with manager after for targeted feedback
  • Skip the "sink or swim" phase — come in already proficient

For Struggling Agents

  • Instead of firing: "Do 3 hours on Kendo"
  • Recorded follow-up with manager before getting back on phones
  • Data-driven conversations replace "I feel" discussions

For Waylon (Owner)

  • Trainers are "a lot more chill now"
  • Data replaces emotions in performance reviews
  • "I don't even pay attention to when the card gets charged"

The Interview

Questions We Asked Waylon

Answers are paraphrased. Some explanations are ours, not direct quotes.

(0:30–2:05) "I've been in the insurance space for about 12 years now. I started as a broke captive agent, became a broker, was a face-to-face final expense door knocker everywhere in Ohio." — Waylon Artrip, Founder Waylon went from 3 agents to 700 in a week in 2016 through "divine intervention." Now UIP services about 8,800 agents across different verticals, from newborn babies to 108-year-old grandma on the life and health side. At 29 years old, Waylon is one of the youngest FMO owners who built it from scratch rather than buying in — starting with "less than nothing" while on Medicaid and food stamps.
The Bottom Line
Metric
Result
Onboarding time
30 days → 24 hours (then 7 days to baseline)
Time to plateau performance
45 days → 14 days
Lead cost savings per agent
$3,000+/month minimum
Month-over-month ROI
180-200%
Trainer burnout
"A lot more chill now"
Total seats
500+ agents across the organization

Timeline Context: United Insurance Pros joined Kendo about 3 months before this interview. Waylon describes himself as a "slow mover" who needs to see something work before implementing at scale — once he saw results, Kendo was added to literally everything they do and became required in their SOPs.

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