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Starting an Insurance Agency - 8 Step Process 2 года назад


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Starting an Insurance Agency - 8 Step Process

Starting your Insurance Agency isn't necessarily difficult. Nevertheless, there are steps that need to be taken in order to do this right. In this video, we identify and explain those 8 steps and what they mean to you. If you still have questions, let us know in the comments. Good Luck & Happy Selling. Starting an Insurance Agency - 8 Step Process 00:00 - Start 00:00:51 - 1. Consult a CPA 00:01:11 - 2. Name Search 00:01:35 - 3. File Your Name & ID 00:02:03 - 4. File Agency Name & EIN with Dept. of Insurance 00:02:35 - 5. Get Business Bank Account Set Up 00:02:55 - 6. Get Your Corporate National Producer Number (NPN) 00:03:18 - 7. Update Active Contracts to Your Agency 00:03:27 - 8. Add Nonresidents Licenses https://www.psmbrokerage.com *For Agent use only. *Not affiliated with the U. S. government or federal Medicare program.

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