When purchasing this package, I strongly recommend already being licensed and having at least 1-2 years of experience working in the insurance industry. Many of the steps to start up an independent agency depend on already being licensed and understanding insurance processes. My goal is to help you expedite the time to help set up your agency and hit the ground running with sales. I believe that this consultation will save you tens of thousands of dollars in time wasted and mistakes that will be avoided.
This package includes guidance/consultation on the following steps to set up your agency:
- Individual license + brokerage license registration with Department of Insurance (**please note that this step can vary state by state. It is best to already have this step completed before purchasing the consultation**)
- Entity set up (LLC, Corp, etc)
- Logo/brand identity consultation
- Website guidance, specifically for independent agencies
- Errors and Omissions policy guidance
- Appointments/alliance guidance (cannot guarantee an appointment or approval of an alliance)
- Office space consultation
- Internal website for yourself and team
- Phone system consultation
- Management system consultation
- Proven lead generation system for personal/commercial insurance
- CRM retention system consultation
- Hiring in office or virtual assistant for growth consultation
- Sales training consultation
These steps are all essential to the foundation of building an independent agency. I’ve spent the last 4 years testing and refining each of these areas for my own agency. In my years of experience , I’ve found what works, what doesn’t work, and what systems/processes will speed up your success to sell more insurance. I believe that by purchasing this package, you will save thousands of dollars in down time and mistakes by modeling my agency’s success.
With purchase, I will be in contact within 48-72 hours to schedule the independent agency set up (5-day consultation with 1-hours daily)
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