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The Independent Insurance Agent Success Course

Welcome to the course

This course takes you from licensed (or soon-to-be-licensed) agent to running a real independent insurance business — and it’s built to work hand-in-hand with your Independent Insurance Agent Business Kit. Every module sends you into a specific tool so you get paid correctly, keep your clients, and build a book that’s worth something.

Work through one module at a time. Each ends with an ‘Open your kit’ note pointing you to the exact tool. Selling is only half the job; keeping clean books is the other half — and it’s where independent agents quietly win or lose. This course plus your kit handles both.

Your kit + this course

If you have this course, your Independent Insurance Agent Business Kit is included free. If you have the kit, this course is free. The course teaches the business; the kit runs it — commission reconciliation, renewals, chargeback monitoring, and book value.

Note: this course is general business education, not financial, tax, or legal advice. Insurance regulations vary by state — always confirm with your state insurance department and qualified professionals.

Module 1: Why independent — and the opportunity

Module 2 — Getting licensed

Module 3 — Carrier access & owning your book

Module 4 — Setting up the business

Module 5 — Building your book of business

Module 6 — Getting paid correctly

Module 7 — Retention: renewals & chargebacks

Module 8 — Growth: pipeline & cross-sell

Module 9 — Money, taxes & book value

Module 10 — Your 90-day launch plan

A final word

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