You do not need to know every step before you begin. Choose the path that sounds most like you, and we’ll figure out what applies together.
New to the field
I’m exploring the industry
Interested in insurance but not licensed yet? We’ll help you understand the road ahead.
See my possible next steps +
Choose a license and product direction
Complete pre-licensing education
Pass the state exam
Apply for your license
Complete required certifications
Prepare for carrier contracting
Begin training and field support
Ready for more
I’m a licensed agent
Newly licensed or already producing? Let’s look at the contracts, tools and support you need next.
See my possible next steps +
Confirm licenses and states
Identify desired product lines
Review existing carrier contracts
Complete required certifications
Submit contracting paperwork
Set up quoting and enrollment tools
Build a training and production plan
Building a team
I’m growing an agency
Creating or expanding an agency? We’ll help you bring structure to the opportunity.
See my possible next steps +
Review agency structure and goals
Identify product and carrier needs
Discuss contract and hierarchy options
Create an onboarding process
Establish agent training
Organize systems and resources
Build a growth and community plan
More than a contract
A contract gives you somewhere to write business. The right partner gives you somewhere to go when you’re building it.
We’re not building a downline full of strangers. We’re building a place where independent agents can get answers, learn the business and grow something of their own.
What you’ll find here
Support for the whole business.
Training
Practical learning for the situations agents face in the real world—not just another collection of links.
Carrier relationships
Help understanding who offers what, where products fit and who to call when a question comes up.
Community relationships
Connections with people, providers and organizations that help agents become part of the markets they serve.
Contracts across product lines
Opportunities across Medicare, ACA, life, ancillary and group products, based on availability, readiness and fit.
Relationships across product lines
Carrier opportunities for agents and agencies
Contracts and product availability depend on location, licensing, readiness and fit.
Your business has two lanes
Run the business. Grow the business.
Run the business
Products, contracts and systems
Carrier and partner direction
Forms, resources and operations
Grow the business
Training and field strategy
Community and event support
Leadership, recruiting and brand
No pressure. No mystery.
What happens next?
01
Meet
Tell us where you are, what interests you and what you hope to build.
02
Find the fit
We’ll talk through your goals, licensing, experience and the support you need.
03
Map the steps
Together, we’ll identify the contracts, certifications and training that apply to you.
04
Build forward
Move ahead with a clearer plan—and real people to call when the next question comes up.
Join the herd. Or build your own.
Conversation first
Let’s Chat
No pressure and no complicated application to begin. Tell us where you are, what interests you and what you hope to build. We’ll talk through the next step together.