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Nevertheless, starting an agency, like many other insurance activities, is a process. A process that when not followed properly, can lead to costly mistakes, lost time and a mess of frustration. Especially when you’re trying to coordinate between multiple governing agencies. But knowing the process ahead of time, step by step, will prevent those headaches we see made all too often. In this video we’ll break down the simple 8 steps to compliantly get your agency stood up and ready to sell, on paper at least. And with that foundation under you, you’ll be more prepared for deeper success and longevity in your business. We'll talk about the 8 steps to getting your agency started, on paper.
Is there more to starting an Agency than this? Of course, but this is the process of getting all the paperwork set up, building the framework of your agency. Keep an eye on the rest of our content designed to help you hone your skills and grow a successful Insurance Agency. ![]() |
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