Steps to Success
Ready to get started? We're here to help.
Getting Started Timeline
01. Getting a License
To get started, you’ll need to obtain your Property, Casualty, Life, and Health licenses. We also encourage you to acquire your Series 6 and 63 licenses.
02. Personal Coaching
We’ll teach you the ins-and-outs of running an agency in our one-on-one coaching.
03. Online Training
As a critical step towards your success, you’ll participate in training both online and in the field.
04. Mentoring Program
Learn the ropes from the best in the business in our professional mentoring program built for people just like you.
05. Develop Business Plan
Establish your marketing systems and your mission statement. What do you want to accomplish?
06. Office & Staffing
We’ll advise you on how to choose the best office location that will attract the best clientele for your business and negotiate your lease. After establishing your culture, we’ll teach you how to perfectly craft your agency staff team.
07. Doors Open for Business
It’s your big day! After you open your doors, it’s time to put all of that hard work into practice including implementing your plan and achieving your goals.
Success Stories
Video Testimonial Coming Soon.
Burt Harris, Agency Owner
“I familiarized myself with cold-calling and participated in the reserve program before officially starting my career as an agency owner in June 1990. I didn’t have any working systems set up, solely relying on networking and writing down renewal dates on 3×5 index cards to close sales. Despite a rocky start, my agency gradually became successful as I worked with Lisa on how to restructure my business and what business strategies I needed to implement to better fit my agency’s mission statement. As a result, I’ve written over 17,000 policies over the past 30 years; my agency continues to grow by following these systems even as we experience challenging market conditions. My staff and I make an excellent living while our clients are being protected from the unknown — it’s a win-win for everybody!”
Video Testimonial Coming Soon.
Alejandra Quintero, Agency Owner
“I used to be an Agency Business Coach at a different district, and Lisa and the other agency owners welcomed me with open arms. I transitioned out of the Agency Business Coach position to become an agency owner for the unlimited opportunities and ability to give back to your community.
I’m more familiar with the directive side, but Lisa has taken the time to teach me more about the client-relation side. There are times when I need help dealing with difficult accounts. Lisa is very receptive and mindful of that, and coaches me on what to say, how to de-escalate the situation, and open bridges of communication. Learning to build and handle strong customer relationships has aided me in earning the Master Qualifier award!”
Video Testimonial Coming Soon.
Leo Arutyunyan, Agency Owner
“I was working as a manager at Allstate when I spoke with Lisa about the opportunity to own my own agency. The steps that followed our initial meeting were amazing because Lisa explained what was needed from me to be a successful agency owner. After a few meetings, I already knew that becoming an agency owner was the best possible option for myself and my family.
Although I’ve only been with District 44 for about nine months, I have seen both amazing and very challenging months. The most challenging was the first two months of the COVID-19 pandemic. Being a new business, it is very difficult to adapt to such a big event. My dedicated staff and I saw sales drop 70% within weeks, but we quickly overcame this obstacle. We figured out new ways to generate new business, took advantage of new lead opportunities, and contacted every single customer in my book to do a wellness check and cross-sold any line of business they didn’t already have.”
Video Testimonial Coming Soon.
Mike Vaswani, Agency Owner
“I’ve been a District 44 agent for about 6 years, and definitely struggled to find my way in this industry when I first started. I was at risk of losing my agency, but as someone who lacked a solid foundation, I thrived on consistent coaching and weekly meetings with Lisa. It was important for me to refocus my attention to activities that would generate income and sales for my agency. I was able to take myself from struggling to build my own business to successfully creating a system that would help my agency grow to the next level. Having that willingness to learn and change my ways helped me go from writing 10 new business policies per quarter to 35 policies per month! I’m grateful to be a part of such a driven, supportive group of individuals.”
Sorry, no posts matched your criteria.
