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Charlotte Hicks/Agency Activate - IIANC
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Agency Activate - North Carolina

  • Course
  • 48 Lessons

Non-member price $497

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Contents

Introduction

Welcome to Agency Activate, your guide to getting your agency up and running faster and with less risk. 

In this short introduction, I'll explain what you can expect in the course and how to get the most out of the course. 

What You'll Learn in this Lesson:

  • What the course covers

  • What the course doesn't cover

  • ​Where to go for help

  • How to get the most out of the course

This is YOUR library - feel free to start on the video you need the most right now. You have access to every video in any order!

Getting Started with Agency Activate

Getting Started

Should you buy an agency or start one from scratch? I'll review several considerations to help you decide which path is best for you.
Two Paths to Agency Ownership
Buying an Agency — Pros and Cons
Starting an Agency — Pros and Cons

Defining Your Agency

Set the foundation for your new agency. 
Who Will You Serve?
Market Research
Your Brand
Your Foundation

Your Business Plan

A business plan will give you clarity and help you stay focused as your build your agency. 
Why You Need a Business Plan
What to Include in Your Business Plan
Presenting Your Business Plan
Sample Business Plan

Your Marketing Plan

This section is all about getting customers — the lifeblood of your agency.
Reaching Your Market
Getting Leads
Converting Leads to Customers
Maximizing Customer Value
Sample Marketing Plan

Your Financial Plan

The #1 reason small businesses fail is that they run out of cash. With a realistic financial plan and consistent monitoring of your financial status, your agency can avoid this common pitfall. 
Setting Realistic Financial Goals
Cash Flow vs. Income
Income Statement Basics
Balance Sheet Basics
Key Tax Issues
Sample Financial Statements

Legal and Tax Issues

Choosing Your Entity Type
Business Setup
Insurance Licensing
Your Key Advisors

Setting Up Your Agency Office

Setting Up Your Agency Office
Association Membership
Agency Management Systems
Systems and Procedures
Your Website
Social Media

Carrier Relationships

What's the best way to get access to the insurance products you'd like to sell? In this section, we look at the available options. 
An Overview of Carrier Options
Market Access Providers
Cluster Arrangements
Brokers and Surplus Lines
Association Markets
Carrier Appointments
Premium Financing

Sales

Now that you have your insurance products in place, it's time to start selling!
Making Your First Sale
Implementing Your Marketing Plan
After the Sale

Hiring and Outsourcing

What to Outsource and When
Hiring Your First Employee
Human Resources Tips

Bonus Module

Bonus: Time Management and Productivity
Bonus: How to Thrive in the Hard and Soft Market