A Smooth Transition From Captive Agent to Independent Agent

A Smooth Transition From Captive Agent to Independent Agent

Transitioning From Captive to Independent

Leaving Your Captive Agency

Becoming an independent agency owner is a dream that many captive agents have, but are uncertain of how to take that first step. Being independent will allow you to take your future into your own hand, and allow you to grow your client base by customizing your service to fit your clients, not to fit the carrier that is holding you captive. 

Starting Independeng Agengy

 

Practical Steps to Opening an Agency

You already have the ambition to branch out and be your own boss, not it’s time to work smart and take the scary first steps to become an independent agency owner.

Office Space

One of the first things is to find the right office space. Find a convenient, easy to access location, preferably in an area where your target audience is hanging out or living.  Look for something in a commercial area, as that will give you the visibility you need. Office Space

Business License and Permits

Every business needs to be registered and acquire the right license and permits to operate. 

Hiring Staff

Plan how many staff members you would need to keep the agency running smoothly. Do not hire people in haste. Instead, look for experienced, enthusiastic, and dedicated employees that will support you in providing your clients with outstanding service. 

Software and Technology

Take advantage of software and cutting edge technology to improve your customer service and running your day to day business. Office management software can help you make your processes more efficient, accurate, and organized, including payroll, client communications, and internal communication.

Join a Network of Independent Agents

aai_logo_dot no backroundWhen you join AAI as an independent agent you will get support and training to make the transition from captive to independent as seamless as possible. We have developed a sophisticated platform combining the best technology, innovation, IT support staff to allow each agent to hit the ground running.

If you are considering becoming an independent agency owner and want to open an agency¸ feel free to contact us and consult with our experts. They are here to guide and help you get your agency off its feet.  Even if you are eager to start your own agency, be prudent with the decisions you make and the steps you take.