Introductory Meeting with Carriers

Important Questions to Ask During Carrier Meeting

Your First 180 Days as an Independent Agent: Recommendations for Success In this blog, we are going to cover what you should ask during your introductory meeting with carriers, documents to gather, and a template to keep it all organized. This will be the first in a series of blogs covering different topics that we … Read more

What to consider before joining an insurance aggregator

Are you considering switching to an insurance aggregator?

As an independent insurance agent, perhaps you have considered joining an insurance aggregator or agency network; in other words, an association consisting of multiple insurance agencies and which offers support and benefits to its members.  These groups, also known as insurance clusters, can vary greatly from one to the next.  Some cluster members share office … Read more

Direct Carrier Appointments vs. Producer Sub-Codes: Which Do You Have?

Difference between carrier appointment styles, direct or nondirect

Every captive looks to go independent because they’re tired of being told what business they need to write, how much of it they need to write, and who they have to write it through. You want your name on your book of business, and you want to keep your clients by offering multiple quotes that … Read more