agency-startup

Posts Tagged: agency-startup

2 posts found

Opening a New Insurance Agency: Building the Machine (Part 2 with Joshua Stephens)

12/02/2020 · 7 min read

Open a new insurance agency the right way by making your first hire a CSR before you feel ready, documenting your top ten tasks with written steps and Loom videos before onboarding, picking one or two lead channels and going deep, and reviewing weekly production metrics with discipline.

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New Agent Reboot: How to Open a New Insurance Agency the Right Way (Part 1)

11/30/2020 · 7 min read

Open a new insurance agency the right way by building four things before you write a single policy: a monthly break-even number, a defined target market that drives carrier selection, a configured CRM, and a lead follow-up system. Then write yourself a month-six letter.