How To Start My Independent Insurance Agency Checklist
Starting an insurance agency can feel overwhelming — but it doesn’t have to be. This practical, printable checklist breaks the process down into simple, actionable steps to help you get your business off the ground with clarity and confidence.
Whether you’re newly licensed or transitioning from a captive agency, this checklist will guide you through the core essentials of setting up, finding leads, and preparing to sell.
Whether you’re newly licensed or transitioning from a captive agency, this checklist will guide you through the core essentials of setting up, finding leads, and preparing to sell.
Top 5 Best Practices for Running a Successful Insurance Agency
Torie Loga
Founder & Insurance Career Coach
Torie is dedicated to creating impactful and accessible education. With a passion for teaching and corporate training, she develops engaging learning experiences that empower professionals, helping them build skills and grow their careers.
