Strategic Resources for Your Insurance Agency

Guide to Starting an Independent Insurance Agency


By Joseph Totah
President - Strategic Agencies LLC


Things you will need to Plan for Prior to Starting your Insurance Agency:


1.      Who should Start an Insurance Agency?

2.      What are your Monthly Operating Expenses?

3.      Dealing with Non-Compete & Non-Piracy Agreements

4.      Getting Beyond Non-Compete Agreements

5.      Choosing your Agency Entity Type

6.      Getting an Agency License

7.      Choosing your Agency Name

8.      Announcing your Agency

9.      Getting A Website

10.   Winning with Social Media Sites

11.   Accessing Online Resources

12.   Getting Carrier Appointments

13.   The Insurance Agency Aggregator Advantage

14.   Buying An Agency

15.   How to Acquire Books of Business

16.   Is Partnering for You?

17.   Securing your E&O Insurance

18.   Getting an Agency Management System

19.   Utilizing Other Technologies

20.   Does Specializations & Niches Make Sense?

21.   Setting up your Office

22.   Planning your Agency Staffing

23.   Getting Insurance Education


Our Guide goes over each of these items in detail and starts on the next page. 

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