With Agency Activate, Your Dream of Being an Insurance Agency Owner can be a Reality!

The doors of opportunity are wide open. Are you ready to step through them?

Being an independent insurance agency owner gives you a lifestyle few people ever achieve. 

You're respected as a trusted advisor and a leader in your community. 

You're able to enjoy a great income and give back generously. 

And you're able to have the flexibility to spend time with your family, travel, or  relax with friends.  

Deciding to start your own agency is a smart choice!

But, starting an agency can be challenging. Most resources are far too general to be helpful. There's not enough detail, not enough guidance, and way too much guessing involved. 

Unfortunately, it's easy to make costly mistakes. The kind of mistakes that delay profitability for months... or years.

With Agency Activate, you'll have a step-by-step guide to help you navigate the critical first steps of starting your agency. 

You wouldn't scale Mt Everest without a guide. Don't start your agency without one either.

Agency Activate is a self-paced video program that allows you to hone in on the training you need, when you need it.

The videos are short so you can immediately implement what you’ve learned. Here’s a quick overview of what’s included:

Module 1 — Introduction
• A quick overview of the course
• Where to go for help
• How to get the most out of the course

Module 2 — Getting Started
• The two primary paths to agency ownership
• The pros and cons of each path
• Other options for agency ownership
• The key phases of an independent agency

Module 3 — Defining Your Agency
• Determining your best target market
• Defining your avatars
• Your brand (it’s not just having a logo!)
• The critical foundation every agency must have

Module 4 — Your Business Plan
• Why you need a business plan
• What to include in your business plan
• How to present your plan
• A sample business plan – including a critical piece nearly every business owner leaves out of their plan

Module 5 — Your Marketing Plan
• How to reach your market
• Strategies for getting better leads
• Tips for converting your leads to customers
• Maximizing customer value • Sample marketing plan

Module 6 — Your Financial Plan
• How to set realistic financial goals
• The difference between cash flow and income
• A simple way to understand your income statement
• A simple way to understand your balance sheet
• Key tax issues you need to know to stay out of trouble
• Sample pro-forma financial statements and how to use them to get what your agency needs

Module 7 — Legal and Tax Issues
• How to know which legal entity type is right for you
• What legal steps you need to take to form your agency
• How to get the licenses you’ll need
• The key advisors you need

Module 8 — Setting Up Your Agency Office
• How to decide if a virtual office is right for you
• What insurance you need in place before you start
• How to choose an Agency Management System
• Benefits of Association Membership
• How to keep chaos out of your agency
• Elements of a good website
• Why you need to get social

Module 9 — Carrier Relationships
• What market access options are available
• What questions to ask a market access provider
• How agency clusters work
• When to use a broker
• Other market access options
• Tips for getting a direct appointment
• Why you might want a premium finance company

Module 10 — Sales
• Getting your first sale
• Working your marketing plan
• The all-important WOW phase

Module 11 — Hiring and Outsourcing
• When and what to outsource
• The key to making a good hire
• Tips for getting the best from your employees

Plus a surprise bonus module!

So, what's the investment in Agency Activate?

First, let's look at two other options you have - starting a franchise agency and joining a cluster. 

One popular franchise agency requires you to have a net worth of $250,000 with available cash of $75,000. Your total cost to join the franchise runs between $115,000 and $181,000. Plus, you have ongoing royalties of 15% - 45%. Ouch. 

Joining a cluster is also an option - if you can find one that accepts new agencies. They'll charge you start-up fees, monthly fees, and maintenance fees which can run into the thousands every year. And, if you ever want to leave the cluster, you will likely have to pay a "buy-out" fee which could be as high as 25% of your commission income! 

Instead, the investment in Agency Activate is a low $497. (IIANC and IIASD members - contact your association for your member discount code to access this course for free!)

There's no annual fee or additional charges to pay. 

You retain 100% ownership in your agency - and 100% control in your branding, culture, and operation.  

It's YOUR agency done YOUR way. We're just there to help you do it faster with less expense. (Just one account could cover your entire investment in Agency Activate!)

With Agency Activate, you'll create an agency customized to leverage your unique skills and interests. 

You'll establish proven systems to attract your ideal customers month after month.  

Plus, you can start and grow your agency without working 18-hour days and 7-day weeks. 

Give Agency Activate a try and you'll be on your way to a great life as an independent insurance agency owner.