Before selling a single policy, you must ensure your business is legally compliant.
Starting an insurance business requires navigating strict legal requirements while building a high-trust brand. The industry is highly competitive, so success often depends on choosing a specific niche and mastering lead generation. 🏗️ Step 1: Establish Your Business Foundation insurance business
Decide between being a captive agent (selling for one company) or an independent agent (selling for multiple carriers). Before selling a single policy, you must ensure
If independent, apply for appointments with insurance carriers so you have products to offer. Before selling a single policy
Pass your state's licensing exam for the specific lines of insurance you want to sell (e.g., Life, Health, Property & Casualty).