Starting an Insurance Agency.

Every article on this website is like a mini-training school. use the nav bars on either side of this page to locate your area of interest or subject you need help with.

Starting an Insurance Agency requires a detailed action plan. Unfortunately most inexperienced agency managers and recruiters have no clue where to start or what is required to build a plan of action.

If you are new and starting an insurance agency or an existing agency builder and you are having problems with what your doing now.  

Then you need to learn how to understand how to avoid what I refer to as the biggest mistakes made by most insurance recruiters when recruiting insurance agents.

I was very fortunate to be able to build a 150 person life insurance agency in 7 years.

the biggest mistakes and the reason most new agency managers fail is they do not have a proven system or a blueprint or a mentor. They try to operate in an ad hoc manner.

Building and starting your own insurance agency is not an easy task. Almost all the failures of agency managers and recruiters always point to the fact they they try to wing it. They do not have a proven business plan or have a success format. Success is the result of managing a  system and having a blueprint or most importantly a mentor who has actually walked the talk. 

the mistakes one must learn to avoid when hiring and recruiting new insurance agents are discussed in  the many recruiting and agency building  articles we provide on our website, as well as how to manage your agents. Leading from the front and learning to recruit quality people is paramount. 

For those of you who are interested and serious about building an agency, I am now sharing the complete system that I used to build my 150 person agency in just 7 years. Take a moment and check out My fast start complete agency building manual, which provides all the information, formats and scripts that we used to build my agency. we also provide a support system to help you.   

Created for those who are seriously committed to wanting to build their own agency.  

Watch this recruiting video

Recruiting the Right people and Having a system 

One of the hardest things a new agency builder or insurance recruiter must learn when starting or building an insurance agency is how to recruit insurance agents. Finding the right people to train and manage can only be learned from trial and error,  which we refer to as experience. 

But the quickest and best method is to learn from someone who has already had the experience, which we call a mentor. Someone who has already walked the path you are on. I was failing terribly as an agency builder, till i found the right mentor. Once I understood what i was doing wrong, we exploded. 

My agency building manual was created to help you minimize and not make the many mistakes i did. Trial and error is very costly, time and moneywise.  

What happens with most rookie insurance recruiters is that they start hiring the wrong people. Then these people end up taking up so much of your time, that you get frustrated and then you give up because you find out it is not worth your time. We teach you how to use opportunity meetings by providing the scripts and formats on how to use them. 

The most important aspect of this agency building manual that I created is that it provides a concise blueprint and lays out a complete system for new rookie agency builders and existing agency managers that are starting a new insurance agency and/or are having problems recruiting and training the right people. 

It also shows you how to build managers, because you can not do it all by yourself. You can not build a big shop just by yourself

In any successful program, No matter what it is, you need to develop a system. You then manage the system and not the people.

Why manage a system?

Most insurance recruiters don't know how to  manage new agents properly. They don't know how to deal with with emotions and excuses like: 

  • I had to take my kids to school.
  • My dog was sick
  • I did not spend 2 hours phone calling

Another important recruiting tip is learning to recruit people with a market. This is explained in great detail in our manual.

Good people will come to you and join your team if you can show them a clear blueprint of what you will do for them and how you will do it. Again, this is explained in our manual, along with a generic new agent manual that you need to give to a new agent at hiring.  We also provide you with a complete new agent training program, that is coordinated with many of the articles located on our site.

I know you are saying, boy why don't he give me more details. I know he is just trying to sell me his manual.

That is not the case. The complete manual consists of over 180 pages and ten separate modules, so it is impossible to provide one piece of information or give any details and not have them properly presented. It also includes all the recruiting talks, new agent training program and so on.

The complete process is laid out starting with module #1 and provides you with a orderly step by step system or blueprint. 

There is plenty of free help on our website and our videos to help you with insurance recruiting tips. However, The complete agency building manual provides everything in one place in addition to a lot more detailed recruiting ideas and techniques.

if and when you really get serious and want to start building your agency, and you need help with recruiting and starting to build your insurance agency, then you better have a great agency manager or mentor to help you. 

If you don't have either, then you may want to consider making an investment in your career and your future and review how you can buy our complete system or at least start out with our introduction to agency building starter e-book. 

Wishing you all the best. If you have not subscribed to our site you can do so by using your favorite social channel

Any questions feel free to contact me at: or the contact us button at bottom of page. 

Learn and Earn

Have a great day

Ted Wolk

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