If you had to sum up the first six months of starting an independent insurance agency in one word, it would be: chaos.

In this episode of The Independent Roadmap, James Roberts (who recently launched his own scratch agency) and John Scheer break down exactly what happens on day one after you sign your contract with MIAA and SIAA. From setting up your tech stack to securing direct carrier appointments, they walk you through the onboarding blueprint designed to get you writing business immediately.

In this episode, we cover:

• The Support Team: How your assigned Onboarding Specialist and Agency Growth Coach guide you through the initial transition and help you execute your business plan.
• Tech & Quoting: Getting connected to SIAA Connect, the EZLynx ...