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

9.5K views· 169 likes· 6:02· Sep 12, 2022

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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 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. Join the Insurance Agents Network FREE: https://agentsnetwork.app.clientclub.net/ or, If you want to join my team or, get more information, fill out the waitlist request: https://www.cognitoforms.com/ThinkInsuranceGuide/AgencyWaitListMarkFlockhart ------------------------------------- WATCH MORE RELATED CONTENT: Webforms I use to get 431 leads/mo: https://youtu.be/bRRHWzjSVFk How much agents make: https://youtu.be/gGd3Gl49IDk How to Grow Your Agency in 2025: https://youtu.be/WzYtAl3xOCU The Ultimate Guide to Insurance Networks: https://youtu.be/4S-sH6m7hzw ------------------------------------- RESOURCES: You can get up to date resources, documents, forms, equipment recommendations in the community: https://agentsnetwork.app.clientclub.net/

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