Register Your Business + Obtain Federal & State Tax IDs

Getting official IDs and registering your agency

Once you settle on a name you like, you will need to protect it. First, you need to register your entity name at the state level. Typically, the information you will need to file with your state agency includes: a. Business Name b. Business Location c. Ownership/Management Structure (for LLCs, this is typically your Articles … Read more

Interview with the Mastersons

Interviewing Marti Masterson

Marti Masterson and her husband Doug have been involved in the insurance industry for over 20 years, 11 of which they’ve spent as independent agents with ASNOA. Now the two are enjoying retirement after Marti sold her book for 280% of its revenue, but their journey was not an easy one. ASNOA’s Communications Supervisor Madeline … Read more

Bootstrap Marketing for IAs

Bootstrap marketing techniques

You’ve heard by now the importance of investing in marketing for your agency, but 1) who has the time to launch several successful marketing campaigns and 2) where would you find the money to pay for them? The good news is that it doesn’t have to cost you an arm and a leg to build … Read more

Becoming Independent: Leaving Captivity

Resigning from a Captive agency

This blog is the first in a series that takes you all the way through your journey to becoming independent; from finishing your career as a captive agent to confidently running your own agency, ‘Becoming Independent’ will highlight each step in the process and what you can do to maximize your success rate. The first … Read more

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

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

Different carrier appointments for independent insurance agents

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

Do you HAVE to call clients at renewal?

Businesswoman working at her desk in office.

Why you should always call your clients at renewal? No matter how successful you are, come renewal time you always have that one teeny tiny thought pop in your head: why not just let the sleeping bear lay? It would be so easy to just let the policy automatically renew. No hard phone call to discuss rate … Read more

Free Marketing Tools for Insurance Agents 

Free Marketing Tools

America’s largest companies spend mind-boggling amounts of money on advertising, with behemoths like Procter & Gamble, AT&T, and Disney spending billions every year. You don’t have billions (yet!), but there are many ways you can successfully market yourself without even spending a dime. Email Of course you have email, but are you using it effectively as a marketing tool? There’s … Read more

Social Media Tips for Independent Insurance Agents

Social Media Tips for Insurance Agents

Social media is unquestionably a powerful marketing tool that you can employ to promote your business, your products and services. Professional insurance agents may have their own Facebook or social media page. But that is not enough! You have to constantly find ways to keep your page interesting to your target audience and therefore, keep your traffic coming. Here are several suggestions from marketing … Read more