You have the drive and the vision, but how do you actually start an independent insurance agency?

In Episode 5 of The Independent Roadmap, James Roberts pulls from his own recent experience of starting an agency to give you the exact, step-by-step administrative checklist you need to get your business off the ground.

Going from a captive agent or producer to a true business owner can feel overwhelming, but this episode breaks the process down into actionable steps.

In this episode, we cover:

• Naming & Structure: How to lock in your name, check Secretary of State availability, and the importance of DBAs and LLCs.
• Licensing & Documentation: Why getting your EIN immediately is crucial, and how to properly align your agency license with yo ...