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5 Easy Steps to Getting a Contract with Insurance Companies as a New Agent 

Mark W Flockhart
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This is the simplistic way to get a contract, otherwise called a carrier appointment, with an insurance company as a new agent.
Steps discussed:
1. Find/google the form to the company you want to apply for an appointment
2. Have E&O and business plan ready submit to carrier
3. Apply for contract/appointment
4. Research company in regards to the type of business the company is focusing on (Non-preferred, standard, preferred) writing.
5. Interview with local carrier rep
6. Get appointed and move forward
6.5, leave a comment on your experience or any questions you have for Mark :-)
Notes: Don't over promise. Be prepared to discuss your goals and marketing plan with the carrier representative. Treat it as if it was an interview for a job.
Use common terms: Non-preferred, standard, preferred business.
Carrier rep is likely your rep long term. Not is the time to start a good relationship with him/her.
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23 сен 2024

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Комментарии : 18   
@brokerburruss
@brokerburruss Месяц назад
Very helpful
@markwflockhart
@markwflockhart 13 дней назад
Yea, it's been a bear in Michigan. We're writing a good amount in general but def not the same as 3 years ago
@wlll5632
@wlll5632 Год назад
do you have a sample business plan of what it looks like that you could share? thanks!
@markwflockhart
@markwflockhart Год назад
I don't, I only have the one we created for us. Your growth plan will be what you want to do. What is your target customer, What is your growth strategy, how much in premium and profit and retention do you expect. It's based on how fast you want to grow. Mine started with hiring an employee from day one and growing 1-2 employees a year so it will look a lot more aggressive than if you are starting on your own.
@CINNAMOROLL-p5h
@CINNAMOROLL-p5h 5 месяцев назад
Thank you for your video. Do you know how to get a direct appointment with Safeco right now?
@markwflockhart
@markwflockhart 5 месяцев назад
I’m going to try and get a list of each company and links to their appointment pages in the next month or so but Safeco appears to have removed theirs. 2023 they were limiting the number of new appointments, 2024 they may have put a pause on them. Here is the link if it starts working in the future: www.safeco.com/agent-resources/become-independent-agent If you want to be proactive, contact an independent agency just outside of your area to see if they can connect you with the carrier rep. I am curious if it’s an error 🤔
@bradbyrd5977
@bradbyrd5977 Год назад
What company or companies would you target to sell life and health from home?
@markwflockhart
@markwflockhart Год назад
For life and health I'm a little be naïve. You need to talk to Eric Riha. He works with agent equity group - 616-226-4111 x 107 or eric@agentequitygroup.com
@DavidNovaa
@DavidNovaa Год назад
What sort of insurance do you mostly write ?
@markwflockhart
@markwflockhart Год назад
65-70% personal lines, 30-35% commercial
@JD-dw1dr
@JD-dw1dr 11 месяцев назад
No one is signing me on for commercial lines. What do I do?
@markwflockhart
@markwflockhart 13 дней назад
If you haven't already found a solution, join a cluster/network to help you get carrier access.
@jimmddaniel
@jimmddaniel 7 месяцев назад
You seam to be knowledgeable about insurance and all I can find are non answers to my question. I have a company and would like to sell my services to the insurance companies but can seam to locate anyone who can approve my product. How is anyone who would like to work with them supposed to get ahold of them. I have started with local agents and am trying to work my way up the ladder but no success so far
@markwflockhart
@markwflockhart 7 месяцев назад
What is your service?
@jimmddaniel
@jimmddaniel 7 месяцев назад
@@markwflockhartI have a way to help keep people in there homes when the suffer an emergency kitchen disaster
@jimmddaniel
@jimmddaniel 6 месяцев назад
@@markwflockhart I have a way to help home owners stay in there home vs getting a hotel/air BNB in the event of a kitchen disaster
@markwflockhart
@markwflockhart 6 месяцев назад
I wish I could be more help. I don’t know where I would start. I would probably reach out to corporate in several companies to get direction.
@jimmddaniel
@jimmddaniel 6 месяцев назад
@@markwflockhart I was thinking similar but I'm having difficulty getting ahold of anyone as I'm not sure how to contact anyone at that level
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