In this episode of Build Your Legacy: Insurance Edition, we break down exactly what happens after you decide to start your own insurance agency. If you’ve ever wondered what onboarding looks like for a brand-new independent agent, this episode walks you through the process step by step.
We dive into our 6-week Agency Foundation Program, designed to help new agency owners build a strong foundation while still focusing on what matters most—writing business. From setting up essential systems and securing insurance carrier appointments to learning best practices and building a scalable agency model, we cover how new agents go from day one to fully operational.
We also discuss the biggest challenges new agency owners face, especially those coming from the captive world, and how mentorship, structure, and the right partnerships can accelerate success. Whether it’s understanding technology, developing a sales process, or learning how to evaluate opportunities, this episode gives you a clear roadmap for launching and growing your agency the right way.
If you’re thinking about starting an insurance agency—or you just want to understand what it takes to succeed early—this episode is packed with real-world insights you can use immediately.
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