Who Works with Insurance Agents?

[Milkman1265]

im renting an office space, but i can fit about 5 tables in there, including mine with a conference room table.

Im a one man shop, but would like to sub lease to other professionals and help each other bring in more business.

who needs and works with us?

top of my head

real estate
mortgagee
cpa

 

[DHK]

Attorney?
Commercial Real Estate?
Small Business lender?

Depending on YOUR licenses (so you don't bring in your own competition):
Independent Investment Advisor?
Fee-based Financial Planner?
P&C agent?

 

[whatsa]

For the most part they will already have their own offices, but don't overlook business brokers, family offices (for HNW), investment bankers, private equity shops, and consultants of just about any type.

 

[Jinc]

What did you end up doing in the end?

 

[xrac]

Just look for anyone wanting some space. Any business will have a sphere of influence.

 

[Milkman1265]

cpa, real estate and a closing lawyer, but their never here, only using space as a meeting place or a paperwork area.

I do get a lot of referrals from CPA for worker comp tho.

 

[blue_wynd]

cpa, real estate and a closing lawyer, but their never here, only using space as a meeting place or a paperwork area.

I do get a lot of referrals from CPA for worker comp tho.

Where is a good online site to learn more about WC? I feel I need to be more familiar with it.

 

[marcolifeproducer]

WC or disability insurance?

 

[indywithavision]

What markets do you focus on?

Do you wear all insurance hats? - OR - Do you focus on a specialty line. If you bring in agents that specialize in other markets then you can make mutual referrals and the energy in the office will stay high with out building tension or competition. Think commercial agent, personal lines agent, life agent, health agent, and send referrals to each other, maybe even work a pre-arranged commission split on referred business. I refer most commercial business that comes my way out to another agent.

Other suggestions are good, attorney, CPA, CFP, realtor, mortgage broker.