top of page

Your Path to Independent Agency Ownership, Simplified.

Are You Ready to Take the Leap Towards Independent Agency Ownership?

As a seasoned insurance professional, you know the challenges and rewards of the industry, but stepping into the world of independent agency ownership brings a whole new set of obstacles.

The Ultimate Agency Checklist is here to guide you every step of the way. Whether you’re concerned about accessing new markets, securing startup capital, or navigating legal hurdles, our comprehensive checklist covers it all. Created by industry experts who have successfully guided numerous agents like you in their transition, this checklist is an invaluable resource you won’t find anywhere else.

Why You Need This Checklist:

  • Business Planning: Learn how to gain market access, determine product offerings, office needs, staffing & servicing plans, and avenues for support and networking.

  • Business Structure: Ensure your agency is set up with the ideal structure including the legal aspects, communication tools, banking, licensing, branding, and workflows to consider.

  • Web Presence & Technology: Discover how to secure your domain, build your website, choose the right management and rating systems, create accurate online listings and social media profiles, & determine your advertising strategy.

Don’t Miss Out on Future Updates!

We’re excited to announce that a detailed, more expansive version of this checklist is on the way. Sign up below to get notified as soon as it goes live! You'll gain exclusive access to:

 

  • Step-by-step instructions on building your independent agency from scratch.

  • Recommended partners and tools to help you grow.

  • Tips from industry experts who have helped hundreds of agencies transition to the independent space.

Get Notified When the Expanded Checklist Goes Live!

Take your first step towards agency ownership and access the guidance you need to build a thriving independent insurance agency! Submit your info to get on the list and we'll email you when the expanded checklist is available. 

Graphic Shapes

Get Notified When the Expanded Checklist Goes Live!

Thanks for submitting!

Who is ISG United?

bottom of page