The “New Agency Toolkit” is designed to educate and assist in the process of starting an independent agency. The rewards are considerable, including the ability to call your own shots, a healthy return on investment in the form of owner’s equity and the satisfaction of being in a business that protect people and their valuables.
 

Step 1: The Groundwork
Step 2: The Business Plan
Step 3: E&O and Legal Criteria
Step 4: Access to Insurance Markets
Step 5: Agency Management System
Step 6: Workflow Procedures
Step 7: Additional Training
Step 8: Recruit

 

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