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Here’s what your first 30-days will look like as you begin.
PHASE 1 > CONNECTION
To get started, we’ll set up a time to talk to learn more about you. We want to make sure that this is the right opportunity for you.
PHASE 2 > DEEP DIVE
After we get to know you, we’ll have you sign a NDA agreement and deep-dive into the business model. We’ll talk to you about what insurance lines you want to offer – be that personal, commercial, or specialized commercial niche products.
PHASE 3 > CONTRACT SIGNED
Once you sign a contract with us, we’ll start with setting up your agency technology platform to include website and management system access.
PHASE 4 > ACCESS
Now the fun starts! Our dedicated and enthusiastic training team will work with you to get you access to the carriers, set up your website, and begin writing policies.
PHASE 5 > TRAINING (ONGOING)
We continue to support our partners through coaching – as well as maintaining our relationship with you!
