START & GROW AN AGENCY

Build your business. On your terms.

Practical guidance for the beginning, the growing pains, and the next stage of independent agency ownership.

I’m starting an agency.

Work through licensing, planning, carrier access, technology, and your first-client workflow.

Strengthen your operations, improve marketing, and find partners for the next stage.

THE QUESTION EVERY NEW AGENCY ASKS

Understand the options, the trade-offs, and the questions to ask before you join a group.

Start with the business you want to build. Then connect the licensing, markets, systems, people, and capital needed to run it.

Give every startup cost a place—and leave room for revenue to arrive more slowly than you hope.

Make the next stage of growth a repeatable operating process, not a bigger pile of work for the owner.