New Insurance Agent Guides

These guides cover the operational side of building a repeatable insurance sales business: choosing a market, building a lead budget, setting up follow-up systems and understanding the metrics that matter.

1. Guide 1

   The First 90 Days as a New Insurance Agent

   Getting licensed is the start. The next 90 days decide whether you build a repeatable business or burn through your savings.

2. Guide 2

   Medicare vs ACA vs Final Expense vs Auto: Choosing Your First Vertical

   Each vertical has a different rhythm, customer and workload. Pick the one that fits how you want to work.

3. Guide 3

   How to Build Your First Insurance Lead Budget

   There's no right amount to spend on leads. There's only the amount your own numbers can support.

4. Guide 4

   CRM & Follow-Up Basics for New Insurance Agents

   A simple pipeline you'll actually keep up to date beats a complex one you ignore.

5. Guide 5

   A Practical Daily Workflow for Insurance Agents

   A practical structure to adapt. No single schedule works for every agent, market or time zone.

6. Guide 6

   Insurance Sales Metrics Every New Agent Should Track

   Ten numbers that tell you whether your business is improving, and where to look when it isn't.

Ready to plan spend? Try the Lead Cost & ROI Calculator.