The Agency Start-Up Masterclass

Agency Start-Up Masterclass

A Foundations Course for Aspiring Independent P&C Agency Owners

Starting your own insurance agency can feel overwhelming — especially when no one explains what actually comes first.

This masterclass was created to give you clarity, structure, and a real starting point if you’re serious about launching an independent Property & Casualty insurance agency.

Who This Masterclass Is For

• Individuals who want to start an independent P&C insurance agency

• New agents who need help understanding the setup, structure, and process

• Agents who are licensed (or close to licensing) and ready to move forward

• People who want clear direction instead of scattered advice

Who This Is NOT For

• Established agency owners looking to scale or hire teams

• Agents already writing large volumes of premium

• Anyone looking for advanced automation, growth strategies, or scaling systems

This is a start-up foundations class, not a scaling program.

What You’ll Get

• 10 pre-recorded foundational training videos

• Downloadable resources & checklists to guide your setup

• Straightforward explanations without fluff or gatekeeping

Everything is designed to help you move from idea → licensed → structured → ready to operate.

Masterclass Video Topics

Video 1: Intro + Mindset Shift

Video 2: Choosing Your Path

Video 3: Licensing & Business Formation

Video 4: Carrier Appointments & Gaps

Video 5: Technology & Systems

Video 6: Marketing & Branding

Video 7:  Commission Breakdown

Video 8: Hiring & Building a Team

Video 9: Sales & Client Process

Video 10: Scaling & Long-Term Growth

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