Search found 5 matches
- Tue Nov 10, 2009 11:51 am
- Forum: Opinions
- Topic: Starting P&C Agency
- Replies: 5
- Views: 5966
Re: Starting P&C Agency
You have a few different options here. One is to join forces/share leads with a non-competing agency as was already suggested. They can become the P&C "sister agency" for your clients and you can become the Life/Health "sister agency" for their clients. Ultimately though, tha...
- Wed Sep 23, 2009 10:52 am
- Forum: Opinions
- Topic: Agency Advantage
- Replies: 18
- Views: 19417
Re: Agency Advantage
Choosing the right agency management system involves much more than analyzing how cutting edge the "technology" is behind that system. You need to have a firm understanding of what is needed in your agency workflow today and what might be needed in the future with growth. For example, both...
- Wed Sep 02, 2009 8:48 pm
- Forum: Opinions
- Topic: Prospective New Agent question
- Replies: 5
- Views: 4126
Re: Prospective New Agent question
You don't need any study materials or classes to get your license. You just need to do exactly what the State of Indiana tells you to do! They will tell you exactly what courses to take, how many hours of courses you will need, where you can sign up to take them, what materials will be provided by t...
- Tue Sep 01, 2009 11:19 am
- Forum: Opinions
- Topic: Prospective New Agent question
- Replies: 5
- Views: 4126
Re: Prospective New Agent question
Your state Dept of Insurance website will have a list of licensing requirements and providers who provide the courses and administer tests (http://www.in.gov/idoi/2475.htm). As for your idea of "farming out" everything to a local agency, make sure you execute some kind of an agreement that...
- Wed Jun 03, 2009 3:56 pm
- Forum: Opinions
- Topic: Buying a new agency - keep old name or change it?
- Replies: 10
- Views: 9249
Re: Buying a new agency - keep old name or change it?
You've taken exactly the correct action so far in keeping the name of the family and agency that existed long before you acquired it. Some of the other answers you've received on this matter might be appropriate for a text book in some college course, but don't take into account the realities of you...