From application to ownership
The full journey — from your first conversation to running a full-scale agency with equity you own.
First Conversation
A no-pressure talk about your goals, your background, and whether agency ownership fits your life.
Application & Assessment
We review your experience, finances, and fit with the program — and answer every question you have.
Licensing
Prep for your P&C and Life & Health exams. Total cost is about $550, and our partial sponsorship program can help cover it.
Paid Training
A structured, paid program covering products, sales systems, and business operations — with a mentor at your side.
Agency Launch
Open your office with $11K in startup bonuses, $18K in lead funding, and full district support.
Build Your Book
Write policies, earn commissions, and start building the renewal income that pays you for years.
Grow Your Team
Add producers and staff to scale your income beyond what you can write alone.
Run a Full-Scale Office
Lead a multi-producer agency with equity you own — and can one day sell when you retire.
Ready to start the journey?
It begins with one conversation. Let's map your path to ownership.