We know you might still have some questions. Take a look at some of the most Frequently Asked Questions below to see if yours is listed. If not, please feel free to Contact Us and we will be more than happy to provide you with the information you need!
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 our team special pricing for their video based training for personal lines licenses.
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!
Background check via TransUnion – $35
Onboarding/Marketing Action Plan Meeting – $77.
This is where we spend 1-1.5 hours in training with you going through an Agency Overview, SMART Goals, Life Cycle Marketing and create Marketing Action Plan to help you build your business.
Yes, to become an insurance agent, you do have to take a test once you complete the online class. Long term, even IF you are granted 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
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 a list of states & their temporary insurance license guidelines.
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 you have further questions, please contact Joyce@GetStrategicIns.com
At Strategic, we use a number of amazing industry-standard tools that will help you manage your clients and get them quick, accurate rate proposals. For instance, we use EZLynx as our management & quoting engine software for auto insurance & home insurance in most states, & to manage all client policies. We also use the rate comparers from Quote Rush and EZLynx to build proposals and win business. We also use RoboForm to help you manage your passwords, & all of this is included in your monthly support fee!
This is only the tip of the iceberg. As an independent team member, you’ll have access to these tools and more to assist with sales, marketing and building your book of business.
Absolutely! As a member of our team, you will get access to the same tools as our in-house agents. This includes the software listed above and more, tons of training and additional resources to make you as successful as you want to be.
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 and resources part. YOU have to provide the AWE (Attitude & Work Ethic).
Helping 10 families per month with their home & 2 auto policies, based on the FLORIDA average pricing, you will make an average of $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!
To get an idea of the potential opportunity, take a look at our Future Compensation Calculator.
On average, commissions run from $100-$400 per policy based on premium.
We do something unique! For the first 90 days you’re a part of our team, we advance commissions WEEKLY on Fridays. That means you will get an advance for any policy that is bound (the insurance application is signed & paid for by the client) from the prior week.
All team members will have access to our live and recorded training videos through our Agent Toolbox.
We hold a number of weekly and monthly live video meetings and trainings. Most of the meetings are held via a Zoom video conference and recorded for our Agent Toolbox.
We do provide some leads, however, we teach you how to create a primarily referral-based business through networking & prospecting with centers of influence like realtors, mortgage brokers, financial advisors & more. In our onboarding training we do a deep dive into marketing & discuss 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, no it’s NOT just all selling to your friends/family.
Absolutely! As long as you are licensed, have a computer, a good internet connection & phone you can work anywhere in the world!
Yes, you can do business in other states so long as you hold a license for the product you are selling. (i.e. you 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.
Yes, you can build a team & we offer a 15% commission override in year 1 & 5% each year following to help your team with training, proposals, answering questions, & helping them in general.
Sales can be challenging and not everyone is great at it. We find that the people who do the best in the industry have great Attitude & Work Ethic (AWE). You have to work hard, have a good attitude, be a quick learner and have strong communication skills.
Ultimately, it’s up to YOU to make it happen! We provide all the tools & training & support to help!
Yes, by working with us as an independent agent, you will be contractor and receive a 1099 tax form (rather than a W-2). This means that you will be paid in full and responsible for withholding your own taxes.
Yes, but only for life & health insurance and with approval from Agency management. ALL property & casualty insurance is expected to run through Strategic Insurance Services so that you are not competing against us with another agency in property & casualty insurance.
We have a local printer that does business cards for $35. He can also ship for a fee. His name is Tim Burns with NorthShore Printing & he has the format, & graphics on file. You can request a business card proof before you order. His phone 727-455-5751 & his email: firstname.lastname@example.org
You can click the Ready to Get Started? link at the top of the website or simply click here
Fill out the form below and one of our amazing team members will reach out to you to see if it is the right opportunity for you and help you get started!