Carrier Appointments and How to Get Them

Prepare your business plan: You need a business plan to show you are serious about growing your business. A business plan is an evolving document that should change over time and can be influenced by external factors such as the economy and local conditions. A company that has a business plan comprising defined, quantifiable, and attainable goals ensures the company’s long-term success. You can also include your experience, marketing strategies, goals, and growth timeline in your plan.

Build your brand: You need to show that you have a presence, and a profile in the industry and you are serious about doing business. Having a well-designed, properly functioning website, a logo, and a strong social media presence can help you build that awareness.

Make your agency attractive: Major carriers want to conduct business with independent agents who they believe will best enable them to accomplish their profitability goals. Carriers seek enterprises that follow proven “best practices,” wish to work as a team with the company, and operate in suitable geographic and regulatory settings.

Prepare well: On their website, most carriers provide a list of qualifications (as well as an application) for obtaining an appointment with their organization. Before you begin, ensure that you have completed all of the prerequisites and that you are prepared to meet any further criteria (such as a background check and proof of licensing for both you and your agency).

Discover your niche: Personal Lines may cover high-value houses or specialist automobiles. Commercial Lines could include restaurants, hotels/motels, vehicle repair shops, or contractors. Having a specialization could make you more appealing to direct carriers. Look at other local organizations to discover where gaps exist.

Network with carrier representatives: Most prominent insurance providers prefer captive (exclusive) agents over independent ones. That means you’ll have to go after them rather than the other way around. ere. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.