In this episode of Build Your Legacy: Insurance Edition, we take a deep dive into the onboarding process for brand-new independent insurance agencies. For anyone considering starting their own agency, this episode outlines what the first several weeks look like and how to build a strong foundation from day one.

We walk through the structure of a typical onboarding experience, including setting up essential business tools, securing access to insurance carriers, and developing a repeatable sales process. The conversation highlights how new agents can balance getting operational with the need to start writing business quickly, which is critical for early success.

We also discuss common challenges faced by agents transitioning from captive roles into independence, including learning new systems, building confidence in different lines of business, and creating a business model that supports long-term growth. Through guidance, mentorship, and structured support, new agency owners can position themselves to scale effectively while avoiding early mistakes.

This episode provides a clear and practical overview of what it takes to launch an independent insurance agency and begin building a sustainable, profitable business.