START AN AGENCY / YOUR LAUNCH ROADMAP

From “what if” to open for business.

Nine practical planning steps for starting an independent insurance agency. Start where you are, and work through the decisions at your pace.

Your startup roadmap

0 of 9 complete

Progress is saved on this device only.

Choose your customers, business mix, service area, and the kind of agency you want to run.

Map setup costs, monthly expenses, owner income needs, and a conservative revenue timeline.

Check individual and agency requirements with the relevant state authorities before you launch.

Explore direct appointments, groups, and placement options. Understand whose code you use and how you get paid.

Discuss appropriate coverage and business requirements with providers and qualified advisors.

Plan your AMS, comparative rater, CRM, business email, phone service, and secure record handling.

Create your website, develop referral relationships, and assign responsibility for every new inquiry.

Define who owns policy changes, renewals, billing questions, and exceptions. Test the handoffs.

Set weekly priorities, review service capacity, and build a repeatable process for growth.