Frequently Asked Questions


Q: How do I get my personal lines, or life/health license? 

A: You take an online pre licensing class to get your insurance license. This class teaches you the basics of insurance. We recommend EXAM FX who has offered us special pricing for $139 for video based training for your personal lines license. Click Here for link to sign up. Use discount code: to get the discount.

A: It is completely self-paced, and the average incoming advisor with little to no background in insurance will complete the class within 3-4 weeks. However, many have completed the course within 1 week!

A: Background check- $35 from TransUnion. Onboarding/Marketing Action Plan Meeting- $77. This is where we spend 1-1.5 hours in training with you going thru SMART Goals, Agency Overview, LifeCycle Marketing & Fast Start Action Plan to help you build your business.

Q: How can I get licensed during Covid-19 since exam centers are closed?

A: So great news SEVERAL states are allowing temporary insurance licenses. This means you can do the online pre licensing class, get fingerprinted & get a temporary insurance license for 6 months in most states. This is a HUGE opportunity. Click here for link with list of states & their temporary insurance license guidelines.

Q: Do I have to take a test? 

A: Yes you do have to take a test once you complete the online class, under normal circumstances outside of Covid-19. Long term even IF you get a temporary license, you will need to take the in person exam to get your permanent license. Each state has it’s own set of guidelines & requirements but in general you need a 70% to pass. Exam FX also has an EXAM GUARANTEE option that IF you pass their Exam Guarantee test and you don’t pass your state exam the first time, they will refund your licensing costs. Click here for details

Q: Do I need an appointment with an insurance company in order to act as insurance agent?

A: Yes. All licensed agents need to be appointed with at least one insurance company.  You will get a new appointment packet from Travelers via and are required to get this filled out to secure an appointment with Travelers. If questions questions, contact 

Q: What states are you licensed to write in? 
A: Click Here



Q: What is EzLynx software?

A: EzLynx is the Management System. It is the system you use to manage all policy detail for your clients as well as save notes, PDF’s, emails & set text reminders for yourself. It helps you run your business!  EzLynx also has the built in comparative rater that we use for auto & home insurance quoting. This allows you to input the information in ONCE & run all of the carriers you choose so you can present to your client. Note in Florida many of the homeowner’s carriers ARE not on EZ Lynx so we have another platform called Quote Rush.


Q: Can I contact EzLynx directly if I need help with something EzLynx related or questions on the auto rater?

A: Yes! We encourage you to call direct at Call 877-932-2382 or email:


Q: What is Quote Rush software?

A: Quote Rush is our homeowner’s insurance rater platform.  You use this platform to get proposals for your homeowner’s clients.  You then bridge out to the company to finalize the quote that is most preferred.  Their contact info 1-800-601-3541 &


Q: What is Roboform?

A: Roboform is our password management system (so helpful to have!!! Has all your logins in one place), you will want to add an extension to your computer to access that.  RoboForm Setup


Q: What is the Tool-box & how do I access the toolbox?

A: Our tool box provides helpful information & resources including links to our factfinders, our YouTube Training Channel, our Quick Reference Guide for homeowner’s insurance & much much more!. You can access it online at


Q: What is a Fact Finder?

A: This is your starting point on the road map to helping get your clients proposals. It provides you with all of the questions you need to ask to get a proposal.


Q: What should I do if I have questions about a policy I am writing and I am unable to reach anyone at Strategic?

A: You can contact the company directly as a licensed advisor from our team. In fact we encourage it! It’s a great way to learn and whether its a service or underwriting question the carriers are there to assist. You can access a company directory right here. Insurance Company Contact Info  This link is also on the SIS toolbox under resources.


Q: How do I access Dropbox with Agency Documents?

A: You can access Dropbox through Roboform Password Manager. On Dropbox we have several documents, PDF’s & other resources sorted by subject to help you.


Q: What is the WIN List?

A: This is an internal spreadsheet that we use for tracking all of the policies written by our team.  Each time you bind a policy you must add it to the WIN list in the tab for the current month. This is also important for our commission advance tracking.


Q: How can I access the WIN list directly?

A: Click here: WIN List


Q: Where can I order business cards?

A: Business cards run $39 for 500 from our printer at NorthShore printing, Tim Burns. Tim has everything on file & all you need to do is share your email, cell phone # & a head shot (if you want) with him. You can email him at or call him at 727-455-5751.



Q: How much can I earn doing home & auto insurance sales? 

A: With anything sales/commissions based it really depends on how much you apply yourself & how good your sales ability are. We work with you closely on the skills part. YOU have to provide the AWE (Attitude & Work Ethic). On average, if you help 10 families per month with their home & 2 auto policies based on FLORIDA average pricing you will make $41,000 your first year. We have team members making much more than that & others making less than that. We don’t promise anything other than the opportunity to succeed. YOU have to walk thru that door & put the work in to get there!

We have a Future Compensation Calculator tool for you to use. Click Here!


Q: On average, how much would I make per policy? 

A: On average, commissions run from $100-$400 per policy based on premium.


Q: How long til I get paid? 

A: For the first 90 days we advance commissions WEEKLY on Fridays. That means any policy that is bound (which means insurance application signed by the clients, & paid for by the client). The cutoff is Wednesday at 12pm to be paid that Friday for policies bound the prior week and up until Wednesday morning. You also need to make sure you put any policies you bind on the WIN List Google Doc. Ask Joyce for details on this program at



Leads/Training & Everything Else


Q: Where can I find training videos?

A: Subscribe to our YouTube training Channel. YouTube Channel and on the SIS toolbox


Q: When and where  are training meetings?

A: Monday training with Doug at 10:30, Friday team meetings at 8:30, monthly sales meetings, first Wednesday of the month at 9:30, in Doug’s Zoom Room:


Q: Where can I get info on how to run home & auto proposals?

A: Great question. We are here to help you get started QUICKLY. Like anything else, learning how to do home & auto insurance will take a few tries but with our model & process we are here to help each step of the way. We have a YouTube Training Channel that we recommend you subscribe to as we release new videos frequently. On that site you will see videos on How to quote Auto Insurance with EZ Lynx and How to Quote Homeowner’s Insurance. Click Here for link to YouTube Channel. 

IN addition to that, LeeAnn Dugan, who is our Personal Lines Trainer, holds Live Proposal Training every Thursday at 2pm on Zoom. Click here for link to the Zoom Room. And of course outside of that you can contact our office at 866-INS-0123 to ask for LeeAnn or one of our other Onboarding team members.

Q: How do I get leads? Do you provide leads?

A: We do provide some leads, however, we teach you how to create a primarily referral based business networking & prospecting with centers of influence like realtors, mortgage brokers, financial advisors & more. In our Onboarding training we do a deep dive into marketing & how to generate business, most of the ideas are no cost or very little cost. This is a great business in the sense that everyone NEEDS what we offer & the prospecting pool is very large. AND it’s NOT just all selling to your friends/family.


Q: Can I work remotely? 

A: Absolutely. So long as you are licensed, have a computer, good internet connect & phone you can work anywhere in the world!

Q: Can I do business in other states?

A: Yes you can do business in other states so long as you hold a license for the product you are selling. (IE. Must have a personal lines license to sell home/auto in your state as well as in another state) along with a non-resident license for that state.

Q: Can I build a team IF I want to?

A: Yes, you can build a team & we offer a 15% commission override in year 1 & 5% each year and following to help your team with training, proposals, answering questions, & helping them in general.

Q: Why do some people succeed in this & others do not? 

A: Great question. Sales is challenging & not everyone makes it. We find that the people who do the best in the industry have great AWE, which stands for Attitude & Work Ethic. You have to work hard, have a good attitude, be a quick learner, & strong communication skills. Ultimately it’s up to YOU to make it happen! We provide all the tools & training & support to help!

Q: Am I considered a 1099 Contractor?

A: Yes you are a 1099 Contractor. Important to note that we do not withhold taxes so you will be responsible for withholding your taxes.

Q: Can I maintain appointments outside of Strategic Insurance for OTHER lines of insurance I’m already selling? 

A: Yes only for life & health insurance and with approval from Agency management. ALL property & casualty insurance is expected to run thru Strategic so that you are not competing against us with another agency in property & casualty insurance.

Q: How do I get signed up? 

A: From our home page click on the Ready to Get Started? tab.

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* As with any business, your results may vary and will be based on your individual capacity, business experience, expertise, and level of desire. There are no guarantees concerning the level of success you may experience. There is no guarantee that you will make any income at all and you accept the risk that the earnings and income statements differ by individual. Each individual’s success depends on his or her background, dedication, desire and motivation.

The use of our information, products and services should be based on your own due diligence and you agree that the Company is not liable for any success or failure of your business.