Hi,
I am looking for some words of wisdom from experienced agents on how to go about becoming a partner. Here is my situation:
I am an independent insurance agent. I have been working at my current agency for 3 years. My total experience in insurance industry is 4 years. My track record with sales of P&C lines is consistent. I have a solid business plan that I am successfully implementing. I am very much involved in the local community and have built a strong network with other business owners/professionals.
My boss will be in a position to retire in 10-15 years. His family members are not involved in insurance business at all. I would like to be in a position to take over the agency when the time comes, but I feel like I have to start laying the ground work now and try to become a partner within the next few years.
Here are my questions:
How do I go about starting this conversation with my boss?
If you are an agency owner, what specific characteristics does your producer have to be considered as a business partner?
If anyone has success stories on how they or someone they know became a partner please share it.
Thank you so much in advance for your time!
I am looking for some words of wisdom from experienced agents on how to go about becoming a partner. Here is my situation:
I am an independent insurance agent. I have been working at my current agency for 3 years. My total experience in insurance industry is 4 years. My track record with sales of P&C lines is consistent. I have a solid business plan that I am successfully implementing. I am very much involved in the local community and have built a strong network with other business owners/professionals.
My boss will be in a position to retire in 10-15 years. His family members are not involved in insurance business at all. I would like to be in a position to take over the agency when the time comes, but I feel like I have to start laying the ground work now and try to become a partner within the next few years.
Here are my questions:
How do I go about starting this conversation with my boss?
If you are an agency owner, what specific characteristics does your producer have to be considered as a business partner?
If anyone has success stories on how they or someone they know became a partner please share it.
Thank you so much in advance for your time!
Last edited: