What should you know about Start with your intended clients?
Your product focus and selling channel determine the training and carrier access you need. Final expense, family protection and complex permanent policies require different conversations. Verify that support exists for the work you actually plan to do.
What should you know about Ask for a concrete onboarding process?
Find out how contracting, licensing checks, product education and case review are handled. Ask who mentors new agents and how questions are escalated. General access to training materials is not the same as supervised preparation for client conversations.
What should you know about Separate optional resources from obligations?
Lead programs may be available, but availability, cost, eligibility and quality vary. Request written terms for systems, purchases and any required expenses. Nothing about joining should be interpreted as a promise of prospects, approvals or earnings.
What should you know about Assess how the agency handles a poor fit?
Exit procedures reveal important details about releases, client servicing and financial obligations. Review your own agreement with an attorney before signing if any term is unclear. A thoughtful decision allows room for questions without pressure.
- Training and case support
- Carrier and product access
- Lead and technology expenses
- Ownership and termination terms